Organic Growth

PRODUCER ACADEMY

Think MarshBerry. Think Higher Organic Growth.

Insurance Sales Producer Academy

Initiate. Develop. Close.

The pathway to becoming a validated producer.

Whether you are looking to train a new sales producer or develop a sales management team, MarshBerry’s insurance sales training course levels can provide tailored solutions to build and maintain sustainable sales practices and strategies.

Validation starts at Producer Academy. The MarshBerry insurance sales training programs are part of a high-value academy that focuses on the skills and knowledge every sales producer needs to develop to maximize their potential and start generating revenue for your firm. Accelerate your firm’s growth by advancing your producer’s skills.

WHAT’S INCLUDED IN THE INSURANCE SALES COURSE:

MarshBerry’s proprietary sales producer training system gets your producers on track to validation through:

  • Live instructor-led training
  • Skills reinforcement and feedback
  • Proven consultative selling techniques
  • Support for continued development

WHAT YOU WILL ACHIEVE OUR INSURANCE SALES TRAINING PROGRAM:

  • Improve call-to-appointment ratios
  • Increase close ratios
  • Grow revenue
  • Build a larger book of business

INSURANCE SALES TRAINING DESIGNED FOR UNVALIDATED PRODUCERS & NEW HIRES:

  • Prospecting Workshop
  • Overcoming Objections
  • Value Proposition
  • Business Planning
  • Lead Generation
  • Prospect Pre-qualification
  • Niche Development
  • Meeting Flow
  • Creating Awareness of Issues
  • Close & Advance
  • Scenario Coaching

Insurance Sales Training Course Agenda

  • PSIC Overview: Problem, Solution, Impact, Case Study
  • Value Proposition
  • Overcoming Indifference
  • Dealing with Gatekeepers
  • Voicemail Strategy
  • Prospecting Pre-Approach
  • Don’t Give Up!
  • Individual Producer Business Planning
  • SMART Goals
  • Niche Development
  • Creating Your Prospect Profile
  • Prospect Pre-Qualification Process
  • Top Quality Prospect List
  • Meeting Strategy
  • Creating Awareness of Issues
  • Improving Their Situation
  • Overcoming Meeting Objections & Advancing Opportunity
  • Close & Advance – Book a Meeting from a Meeting
  • Producer, Prospect & Coach Sales Training Scenarios
  • Challenges Sales Situations
  • Taking it Back to Your Office

Contact the Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

Don Folino
Vice President
Brandon Hardesty
Vice President, Organic Growth
Don Folino
Vice President

Don Folino is part of MarshBerry's Organic Growth division where he helps insurance agencies and brokerages build infrastructures that drive organic growth, as well as working with them through the continued development and execution of that process.

Brandon Hardesty
Vice President, Organic Growth

Brandon is an accomplished sales director with over 20 years’ experience in Fortune 500 company sales, marketing and strategy. In his role, Brandon is responsible for providing management consultation, strategic planning, coaching and sales leadership to MarshBerry’s portfolio of insurance brokerage clients and carriers.