One of the most difficult challenges an insurance agency faces is recruiting, hiring and training new Producers.

All too often, our candidates present themselves by default (offspring of the owner, etc.) and the agency works at a fevered pace to help justify the hire.

Re-defining failures in producers to include those who significantly underperform, the industry has a poor record of recruiting, hiring, training and retaining the best talent. Nationally, fewer than 20% of producers perform at an economically sustainable pace.

Our approach to the hiring process includes negotiation of a compensation package that complements your agencies culture while protecting your interests in your current and future cash flow. An agreement is determined before the hire on what quantitative and qualitative measures are likely to lead to success and establish key metrics to measure results. We also work with you to determine a value model, “Why am I going to make this hire?”.

Sales training becomes a major issue due to the lack of time available by the most qualified agency personnel. Our training employs individual one-on-one time, along with full day producer training sessions to create a peer to peer sharing and training opportunities, along with a mentor within the agency. Our approach re-aligns mentor responsibilities, significantly reducing the time required by the mentor.

With Sales Management Training, our objective is to train agency personnel to handle sales management internally, while providing the safety net of our availability for routine check-ups. We train the trainer.