Insurance Training Sessions

  • July 16, 2020
  • 9:00 AM - 10:30 AM
  • Zoom Webinar
Training Sessions Webinar  

In this webinar, we are offering four different training sessions, hosted by Safeco. Please join us via Zoom on Thursday, July 16th to learn all there is to know about virtual prospecting, account review/cross-selling & up-selling, umbrella insurance and agency renewal strategies. You won't want to miss this!  

**(CEUs not offered with this program).** 

 

REGISTER


Cost to Attend: IIABOC Member - $0 | Non-Member: $15


 Virtual Prospecting

  9 to 9:30 AM

 

  In this session, agents will be able to:

  • Explain the value of working with their existing customers for cross sell and referral opportunities
  • Apply strategies to connect with new prospects using social media an online tools
  • Apply strategies to connect with referral sources using social media and online tools

 Account Review / Cross Sell and Up Sell

 9:30 to 10 AM 

 

 In this session, agents will be able to:     

  • Conduct a successful account review
  • Recognize cross sell and up sell opportunities
  • Cross sell and up sell effectively

 Umbrella

 10 to 10:15 AM 

 

 In this session, agents will be able to:

  • Describe the difference between a true umbrella and excess
  • Describe who needs an umbrella
  • Handle customers objections successfully

 Agency Renewal Strategies

 10:15 to 10:30 AM 

 

 In this session, agents will be able to:

  • Discuss renewal strategies to help make customers feel appreciated
 

Instructors       

 

 

Katie Linder 

Senior Training Specialist 

Safeco Insurance 

Click here for bio

 
 

 

Devon Perez 

Senior Territory Manager 

Safeco Insurance 

Click here for bio 


2020 Program Sponsors

                             

Copyright © 2020 Independent Insurance Agents and Brokers of Orange County
Ph: 714-441-8951 ext. 2| Email: iiab04@yahoo.com

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