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Insurance Training Sessions

When
July 16, 2020
9:00 AM - 10:30 AM
Location
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).**

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

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Devon Perez

Senior Territory Manager

Safeco Insurance

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Insurance Training Sessions

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