Personal Lines Insurance P&C Sales and Service Guide
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Personal Lines Insurance P&C Sales and Service Guide

A comprehensive overview of Property & Casualty insurance careers.
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0.0 (0 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
0 students enrolled
Created by Melissa Mohr
Last updated 4/2020
English
English [Auto-generated]
Current price: $25.99 Original price: $39.99 Discount: 35% off
19 hours left at this price!
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This course includes
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Various types of insurance agency structure
  • P&C Insurance sales styles
  • P&C Insurance sales opportunities
  • P&C Insurance service
  • P&C Insurance referrals
  • Demonstrate best practices in P&C Insurance
Requirements
  • Recommended for professionals interested in property and casualty insurance careers.
  • Recommended for licensed insurance professionals who want to learn more to gain confidence and longevity in the field.
Description

A comprehensive overview of Property & Casualty sales and retention techniques.  This course is designed to give you the confidence to relate to your customers, the foundation for best practices and long term growth. Property & Casualty has long been looked at as the bread and butter of the industry, having a good foundation created using best practices formed from decades in the industry will lead you to create a great career in a great industry.

Who this course is for:
  • New insurance professionals.
  • Insurance professionals who are new to P&C.
  • Insurance professionals who may want to start their own agency.
  • P&C professionals who struggle to service their customers.
  • P&C professionals who struggle to sell policies.
  • P&C professionals looking to increase retention and referrals.
Course content
Expand all 35 lectures 01:34:06
+ Introduction
7 lectures 20:40

Introduction to insurance agency structures.

Preview 01:01

Introduction to agency structures.

Agency Structure Intro
00:34

Insight into the captive agency model.

Captive Agency Model
04:20

Insights into the independent agency model.

Independent Agency
04:20

Insights into franchise types of agency models.

Franchise agency model.
05:11

Agency cluster information and insights.

Insurance Cluster
04:10

Recapping agency descriptions and options.

Recap Agency Structures
01:04
+ Beginning your sales journey.
7 lectures 18:27

Introducing various sales techniques you have not considered before.

Sales Introduction
00:36
Attitude
03:13

Gaining and giving trust in the sales process.

Trust & integrity
03:15

Learning to relate to people where they are.

Meet people where they are.
02:50

Learning why and how to be choosy in your field underwriting.

Choosy underwriting
03:55

The importance of ethics in sales.

Ethics
01:52

Acronyms, when and how to use them.  When not to use acronyms.

Acronyms
02:46
+ When writing a policy.
5 lectures 15:06

Reasons to maintain best practices during the application process.

Best practices in the application process.
00:48

How to explain coverage to your prospects and clients.

Explaining coverage
03:40

Important things to remember when having the deductible discussion.

Deductibles
03:47

Discussing liability with prospects and clients.

Liability
03:30

How being clear and concise with processes will help in the long term.

Be clear and concise on processes.
03:21
+ Sales Styles and opportunities
6 lectures 17:23

You will learn to demonstrate various sales techniques and identify sales opportunities.

Introduction to sales opportunities
00:24

Identifying desperate sales techniques and avoiding them.

Desperate Selling
01:24

Educational sales techniques.

Educational Selling
03:20

How to include all the generations in your sales.

Generational Sales
03:03

Life events and the opportunities they present.

Life Events
05:10

Beginning to build solid relationships for the long term.

Building relationships
04:02
+ Claims
4 lectures 10:25

Employing best practices introductions.

Introduction to the claims discussion
00:37

Understanding the importance of loss ratios.

Loss Ratio
03:15

The importance of deductibles and discussing them at various intervals.

Deductible importance
02:18

The pre-claim discussions necessary to have with clients and prospects.

Pre-claim discussion
04:15
+ Retention and Growth
4 lectures 10:06

Introduction to thinking long term retention and growth.

Retention and Growth Introduction
00:26

The importance of multi-line customers and how to build a book full of them.

Multi-Line
03:48

Learning how selling within your book will increase retention.

Selling in book
02:05

Planting seeds for referrals, retention and growth.

Seeds
03:47
+ Summary
1 lecture 01:09

Summarizing our learning, quick tips.

Summary
01:09
+ What's next?
1 lecture 00:50

What's next for you in your insurance career?

What's next?
00:50