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:

COURSE LEVEL 100:

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

Insurance Sales Training Course Level 100 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 Planner Strategy
  • Meeting Open
  • Creating Awareness of Unrealized Needs
  • Improving & Satisfying Needs
  • Overcoming Prospect Concerns
  • 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

Frank Cox
Senior Vice President, CAWC
Zack Pittman
Vice President
Don Folino
Senior Consultant, Sales Performance
Brandon Hardesty
Vice President, Organic Growth
Frank Cox
Senior Vice President, CAWC

Energy, experience and execution—these are just a few of the reason’s clients turn to Frank Cox as a coach, mentor and valuable management consultant. He has a passion to help clients meet their organic growth initiatives. Frank joined MarshBerry in April 2019, bringing more than ten years of insurance sales experience and a track record for coaching, sales training, public speaking and senior executive management.

Zack Pittman
Vice President

Zack Pittman is a results-based organic growth advisor, with emphasis on sales training, coaching, and reinforcement. Zack brings with him over ten years of experience in sales and sales management operations.

Don Folino
Senior Consultant, Sales Performance

Don Folino joined MarshBerry in 2018 as a Sales Performance Consultant in the 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.