How to be a High Performance Insurance Broker Part 3
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How to be a High Performance Insurance Broker Part 3

The step by step system to turn your insurance practice into a high revenue generating machine...Relationship Management
3.8 (2 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
59 students enrolled
Last updated 4/2014
Price: $40
30-Day Money-Back Guarantee
  • 2 hours on-demand video
  • 1 Article
  • 8 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • To understand and improve the relationship with yourself
  • Understand how the relationship with yourself effects the relationships with others
  • Understand how to use the relationships with others as a valuable sales tool
  • To learn the different types of communication and what type of communicator you are
  • To understand the most effective style of communication and how to develop and utilize it
View Curriculum
  • To successfuly complete this course you will need internet access, printer, and a mind ready for success.

Part Three – Relationship Management, Relationships with Yourself and Others

How To Be A High Performance Insurance Broker was designed for insurance agency principals and brokers 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 agency principals 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
  • Handouts
  • Exercises
  • Quizzes

Time Requirements:

  • Lectures & Handouts 4 hours
  • Exercise 10 - 15 minutes per day

Summary – In this course, you will examine your relationship with both yourself and others. You’ll understand why having a good working relationship with yourself is necessary before you can have solid relationships with others. You will learn how managing the relationships with others can be the best sales skill you ever learn. You’ll also understand the different styles of communication and the most effective communication style in relationship management. You’ll learn why relationship management is so important to being a high performance insurance practice.

Who is the target audience?
  • Insurance Professionals
  • Agency Principals
  • Business Owners
  • Insurance Brokers
  • Entrepreneurs
Compare to Other Industry Courses
Curriculum For This Course
19 Lectures
Understanding and Nurturing the Relationship with yourself
9 Lectures 42:22

Managing relationships is a key influencer on peak performance for several reasons. In order to be our best, we need healthy contact with ourselves, others, and our environment. We need others to help us reach our vision. Nobody ever does it alone. And we need a healthy relationship with our self in order to perform at our best.

Preview 11:18

Relationship with Self Handout
3 pages

There’s a common myth in many self help programs; the myth that you should always feel positive, that you shouldn’t experience negative emotions.In this lecture we will discuss positive and negative emotions. Sometimes it's ok to have negative emotions.

Understanding Emotions: Are Negative Emotions bad?

Emotions Handout
4 pages

In our experience and in numerous surveys done all around the world, the common response to the question what do you want out of life is Happiness. But happiness is hard to define, how do you know you are happy? Is it a lifestyle, a moment, an event? When you dig a little deeper, what people really want is a sense of well-being. In this lecture we discuss well-being and a simple recipe for achieving it.

Happiness & Well-Being

Well-Being Handout
1 page

Lesson Exercises
3 pages

Here is an example of a completed PERMA report, please use as your guide.

Completed P.E.R.M.A Exercise
3 pages

1/2 way through, let's see how it's going so far.

Relationship with Self Quiz
6 questions
Understanding and Nurturing the Relationship with others
9 Lectures 01:00:59

The human race is at the top of the food chain. Since We weren’t born with sharp teeth and claws, and, we aren’t the fastest runners. Our strength comes from our ability to use our mind and have community. In this lecture we discuss the importance of our relationships.

Relationships with others

Relationship with others handout
2 pages

In this lecture we provide 14 ways to maximize your relationships with others.

Enhancing your Relationships with Others

Enhancing your relationships with others Handout
2 pages

Good productive relationships come down to effective communication. How are others hearing you? How well do you hear what people are saying to you? In this lecture we explain how to get your message heard, and how to minimize conflict and misunderstandings.

Effective Communication Techniques

Effective Communication Handout
2 pages

In this lecture we discuss the importance of the right attitude, and how to achieve it. Growth, freedom, and success depend on it.

Your Attitude with others

Almost there, let's see how things are progressing.

Relationship with others quiz
5 questions

How to be a High Performance Insurance Broker (Creating the plan, Achieving Goals, and the Power of Peer Counsel)

The Final Piece to Peak Performance

“If it doesn’t get measured, it doesn’t exist”. In this course, you’ll learn the importance of accountability and keeping score. You’ll understand the importance of having a plan, goals, and behaviors and why they are necessary to be a high performance broker. You’ll see how goals play a role in our vision and the importance of proper goals setting. We’ll also uncover some myths around goal setting. You’ll also learn the importance of having good outside counsel if you want to perform at your highest level. Whether it’s a coach or a peer advisory board, solid outside counsel can become the most effective tool for problem solving and proactive solutions.Sign up here:

Get 10% off when you use this code: KPI662

Sign up for Part 4
1 Lecture 09:50

Maria Keiser discusses the different communication styles and why assertive communication is the best way.

Preview 09:50
About the Instructor
Mike & Maria Keiser
3.9 Average rating
29 Reviews
2,069 Students
5 Courses
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.