Commercial Sales Bootcamp

The kickoff meeting will focus on strategies for selling commercial insurance when your rates are higher than the competition, providing agents with the tools and confidence needed to communicate value effectively. Following this, a marketing program will roll out, introducing a new targeted strategy each week to help agents attract and convert commercial clients despite pricing challenges.

**You can substitute one class for how to sell LARGE life to business owners**

CLASS SCHEDULING OPTIONS:

A: Kick off Meeting will include 4 classes with roughly four hours of content AND COACHING homework assignments. The following 4 classes will be every other week for 1 hour with more content and time for coaching on questions and sharing successes. This class bootcamp will last approximately 8 weeks!

B: Kick off meeting 6 hours of content and 2 follow up coaching sessions. This class will last a month after the kick off meeting!

C: Kick off Meeting with 7 hours of content and a 45 day follow up with the top 10 questions from the agents during the ramp up period. Objections. Successes.

All class will end with recognition for the submission and premium winners!

Kick Off Meeting (In Person)
1. WHY COMMERCIAL is your largest profit center and Low hanging Fruit marketing ideas to start TOMORROW!
a. Why Commercial is your largest profit center
b. Low Hanging fruit for Immediate Marketing tomorrow – Provide lists and start marketing immediately following the class!

2. How to Present Commercial and WIN even when your rate is higher
a. Curt's 50/20/5 proven commercial presenting system and scripts

b. Curt will Present a restaurant quote from start to finish and how to CLOSE the sale!

3. X-dating Commercial 101

a. List company options provide and marketing companies we use
b. Telemarketing discounts provided
c. Scripts provided
d. Best practices and other helpful resources

4. How to Sell LARGE Life insurance cases to business owners (Can be replaced if DMs do not want life insurance presented in the class
***THIS CLASS CAN BE REPLACED WITH CLASS #9 IF YOUR GROUP DOES NOT WANT LIFE INSURANCE IN THE TRAINING
a. Some secrets to selling over 100k in life premium and making MDRT the last 13 years in a row

5. How to PREP for a commercial meeting like a PRO!

a. Non Attorney lease Reviews – Key areas to look for and look like a seasoned commercial professional to your client
b. Prepping for Certs to make the owners life easier
c. Getting Loss Runs and not losing the sale
d. Picking apart the DEC page of your competitor and how to obtain the DEC page (triples your closing ratio)

6. Email Marketing with proven results month in month out!

a. Send 500 to 5000 a month
b. Scripts
c. Emails
d. Job Forms
e. Scripts
f. Email provided turnkey
g. Repeat the same list 3 Times Before Every two weeks change subject line

7. Leads Groups for Commercial and Commercial Business planning
Template
a. OWN your groups and drive 20 leads a month
b. How to get 25 sales a year from your leads group
c. Generate first from your current commercial books network CPA Lawyer etc.
d. Time to WRITE OUT your commercial business plan – Sample provided

8. Cold Canvassing 101 and Commercial Property HAB marketing plans

a. How to walk in a business and generate quotes
b. Customized follow up program
c. Target 100 within 5 miles of your office and hit 2/day / Repeat /Repeat
d. Drop offs
e. WC Presenting its ONE coverage lets discuss how I do it OR HAB presenting and marketing guest speaker

9. Commercial Marketing and Tips of the Trade: (OPTIONAL CLASS TO
REPLACE LIFE INSURANCE CLASS)

**THIS CLASS CAN REPLACE LIFE INSURANCE CLASS
a. SEO Marketing /Gift Marketing /etc – Guest SEO company speaker
b. Three Marketing Referral Programs we run in the Agency
c. Case Studies if available and final questions team provide to your DM ahead of time
d. Training Staff or yourself further after this bootcamp – Total CSR CIC and next class in your area
e. Final Questions and feedback for next years class (invite producers CSRs who quote etc)
f. Final Stats to see who WON as the top selling agent and Awards / Recognition