How to be A High Performance Insurance Broker Part 1

The step by step system to turn your insurance practice into a high revenue generating machine... (Vision & Strengths)
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  • Lectures 18
  • Length 2 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 4/2014 English

Course Description

How To Be A High Performance Insurance Broker was designed for insurance agency principals, brokers, and agents to show you the exact steps to creating your practice precisely the way you want it to be. The course was designed to help you unlock all of the potential that you and your practice possess. This is the complete guide for insurance professionals who want to maximize revenue, maximize profit, and enjoy their practice more, while not adding more hours to their work week. It has come out of the culmination of 11 years of working directly with agency principals on development and peak performance.

We highly recommend you take all four parts, however, each part is a comprehensive course in and of itself.

Materials Included:

  • Video Lectures
  • Audio Lectures
  • Handouts
  • Quizzes
  • Exercises
  • Strengths Assessment

Time Requirements:

  • Lectures & Handouts 2 hours
  • Exercise 2 - 3 hours
  • Assessment 1 hour

Course One – Vision and Strengths
Summary – In this course, you will understand the importance of having a solid and compelling vision. You’ll learn why vision is the vital piece to begin reaching your highest levels of achievement. You’ll understand what vision is NOT and why most people fail to achieve their vision. And you’ll go through an exercise that will help you clarify your own vision. You’ll also learn why focusing on our signature strengths vs. working on our perceived “weaknesses” is a more effective way to be a peak performer.

What are the requirements?

  • To successfuly complete this course you will need internet access, printer, and a mind ready for success

What am I going to get from this course?

  • Creating and clarifying your own personal and professional vision
  • Dispel myths about vision
  • Understand the importance of your signature strengths
  • Identifying what your signature strengths are
  • Using your strengths to reach your highest levels of achievement

Who is the target audience?

  • Insurance Brokers
  • Insurance Agents
  • Insurance Agency Principals
  • Business Owners
  • Entrepreneurs

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Your Practice by Design - Creating a blueprint for your brighter future - Vision
Peak Performance

Peak Performers are everyday people. Most think that the term is only reserved for an elite few. Learn how you can be one of the elite.

Common Myths about Peak Performance
1 page
What prevents us from achieving Peak Performance
1 page
4 questions

Let's take a minute to see how this is going so far.

Creating a Vision
Vision extra
1 page

You will also find the vision exercise and a sample completed exercise.

6 pages

Once you have answered all the questions, take the information you wrote down and condense it into a 3 - 5 sentence paragraph. Keep your vision with you, look at it daily as a reminder of what you are working towards.

8 pages

Use this as a guide for creating your own vision. Please note, we went into detail here for educational purposes. You don't have to be as detailed, the important thing is that you understand your vision.

5 questions

Let's see how things are going now. How much did you retain from our vision lectures?

Section 2: Using what’s best within you to create your brighter future
Understanding and Utilizing your Strengths
2 pages

Please refer to the list of strengths and the accompanying recordings, to help you better understand yours. For your convenience, each Strength has it's own recording. Recordings are in alphabetical order.

Explanation of Strengths Audio files
4 pages

Use this handout as a summary for the strengths portion of this program. We recommend that you go back and watch the vision portion again for better clarity. Understanding your strengths is key to peak performance. To better understand your strengths please go back and listen to the strength descriptions audio.

For your convenience, each Strength has it's own recording. Recordings are in alphabetical order. If you still have questions, you can always ask us.

5 questions

Last quiz of this course, how much did you understand about utilizing your strengths.

Concluding Lecture
Section 3: Bonus Material

Mike Keiser discusses the importance of having a vision, and how it relates to being a Peak Performer.


Meet peak performer Bill McCloskey, Principal of Stateline Senior Services, he shares his secrets to success.


How to be a High Performance Insurance Broker (Talent skills & confidence, Mind Management, & Emotional Resiliance)

In part 2, you will learn why self confidence is the single greatest predictor of success and how self confidence is developed. You will also learn how talent, skill, and self confidence all work in conjunction and in an endless “loop” to propel you to higher levels of performance. You’ll also learn why proper mind management plays the greatest role in your behaviors and outcomes and why, as we say, if you manage your mind, you manage your destiny. Finally, you’ll learn why resilience is necessary to reach your highest levels of performance and how to develop more of it.

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Instructor Biography

Mike & Maria Keiser, Entrepreneur, Author, & Teacher

Michael and Maria Keiser are the co-owners The Entrepreneur Circle, LLC , co-creators of How to be a High Performance Insurance Broker …The Step by Step Guide to turn your Insurance Practice into a High Revenue generating Machine”(peak performance training class), and authors. The Entrepreneur Circle is a confidential forum for entrepreneurs to embrace their most intimate, personal and professional issues, which in turn provides them the capacity to execute their plans. After coaching hundreds of business owners and carefully studying peak performance, they created How to be a High Performance Insurance Broker , a four part course devoted to teaching people how to think, talk and behave like a peak performer.

The Keisers have been business owners since 1997 and use their business knowledge and experience to assist their clients in building profitable and valuable companies.

Prior to The Entrepreneur Circle, Maria was the COO for American Mobile Scan, a company that provided on-site bone density testing, and General Manager/ Event Coordinator for All-in-One.

In 2007 Maria was recognized as a 40 Under Forty by The Hartford Business Journal. Maria’s hobbies include tap dancing and reading.

In 2013 Mike and Maria Published “Your Practice by Design…A Step by Step guide to being a High Performance Insurance Broker”

Prior to The Entrepreneur Circle, Mike was the Founder and President of American Mobile Scan, a company that provided on-site bone density testing to physicians and hospitals.

Mike is a combat veteran of the Gulf War, where he served with a forward surgical team in Iraq.

Mike is also a life long drummer and fan of the Pittsburgh Steelers.

They live in Manchester, CT with their two children.

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