Fostering Connections, Building Excellence: Relationship Training for a Secure Future in Insurance
In-person and online training programs
Fostering connections in insurance goes beyond a soft skill; it’s a strategic imperative, crucial for protecting clients, fostering collaboration among industry professionals, and contributing to the well-being of our broader society.
Business Relationship Training - Producers
- Net New customer growth
- Increased customer retention
- Improved relationships between carriers and agency partners
- Advanced relationships with key broker accounts
- Expanded referrals through centers of influence
Relational Leadership- First Time Managers
- Mastery of the five key leadership roles: Technician, Manager, Coach, Architect, and Trailblazer.
- Building and sustaining high-performing teams within the insurance context.
- Developing the ability to navigate and manage challenging conversations within the workplace.
- Learning to prioritize, measure, and advance the most important relationships for professional success.
- Understanding the significance of strategic relationship management in the insurance industry.
1:1 Executive Coaching
- Customized coaching for strategic leadership development specific to the insurance sector.
- Targeted improvement of relationship-building skills for personalized engagement with clients, stakeholders, and key partners.
- Focused coaching on handling individual challenges in conflict resolution and strategic decision-making.
- Tailored coaching strategies to facilitate seamless succession planning within the organization.
- Support for executives not meeting performance expectations, with personalized development plans to address challenges and enhance performance.