PRODUCER ACADEMY

Think MarshBerry. Think Higher Growth Advisory.

Insurance Sales Producer Training

Initiate. Develop. Close.

To develop insurance producers takes a strong commitment and dedication by the firm to instill the skills and knowledge that can inspire a new hire to reach their validation goals.

Validated means the producer is paying for themselves and is now a consistently profitable member of the firm. The team at MarshBerry specializes in developing new insurance producers and sales management teams through our insurance sales training course –  Producer Academy.

Insurance Sales Training Programs

Our insurance sales training programs are designed around your unique requirements and goals. We guide you through the complexities of the insurance market, providing strategies that enhance your sales skills and drive growth.

The Pathway to Becoming a Validated Producer

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

Validation starts at the 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 FROM OUR PRODUCER ACADEMY 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

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.

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

Upcoming sessions

Spring
June 4-6
Chicago, Illinois

Fall
November 19-21
Chicago, Illinois

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
Eric Kuhen
Vice President
Don Folino
Vice President

Don Folino is part of MarshBerry's Growth Advisory 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.

Eric Kuhen
Vice President

As Vice President of Growth Advisory, Eric's primary responsibility is to help firms create executional strategic plans to increase firm value, energize their recruiting efforts and increase sales velocity.