Description
Videos
- Leveraging Relationships (3:02)
- Negotiations (22:16)
- Qualifying (27:54)
- Understanding the Other (27:35)
- Proposals and Presentations (10:17)
WorkSheets
Negotiations:
- Behavior Styles Summary Sheet
- Deciphering the Body Talk
- Examples of agreement vs. tell-do (pdf & word)
Qualifying:
- Benefits Key Qualifying Questions
- Commercial Lines Key Qualifying Questions
- Personal Lines Key Qualifying Questions
Proposals and Presentations:
- Agent Broker Comparison Sheet
- Breakdown of Coverage Premium – Service Schedule
- Claims Procedures
- Comprehensive Commercial Proposal
- For Our Use Proposal
- Proposal Elements based on Behavior Style
- Rate Premium Comparison
- Sample Employee Injury Reporting Forms
- Small Proposal CL Multiple Lines
- Stewardship Report and Proposal Document
Scroll below for previews of each video.
Leveraging Relationships
Negotiations
Presentations and Proposals
Qualifying
Understanding the Other
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