Helping Insurance Companies Sell, Coach, and Hire Better Since Inception
Sales Training for the Insurance Industry
We are Insurance Sales Training specialists. Our first client 30 years ago was an insurance firm, drawing on the industry background of our founder, Tony Cole. Today, we continue to bring a strong understanding of the skills and strategies needed to succeed in this evolving landscape. We’re familiar with the challenges brought about by digital advancements, new regulations, and the heightened demand for personalized service. We help agents adapt to this more competitive environment while remaining empathetic, knowledgeable advisors. Insurance is complex and intangible, so developing deep consultative skills is essential for advisors to truly excel.
Increase in Revenue
Insurance Client’s Experience after 3 Years with Anthony Cole Training Group
Key Components of Our Insurance Sales Training Programs
Industry Expert Trainers
Your team will benefit from insights shared by our seasoned Sales Development Experts who bring real time insurance selling experiences and success stories to the training sessions
Customized Training Modules
Working with your company, we will tailor your producer insurance sales training with modules designed to meet your specific calling needs, based on target clients and niches
Integrated Learning
Our customized insurance sales training program is delivered via different modalities to fit the needs of various learning styles including instructor led sessions, webinars, online learning, phone coaching and access to a digital resource center to help producers stay ahead in this ever-evolving industry
Practice Exercises
We help your producers hone their skills through role-playing exercises that mimic actual client interactions. Our instructors are master coaches and will provide constructive feedback to refine your agents’ approach
“Anthony Cole Training helped me transform from a standard ‘bag carrying robot’ into a unique, highly skilled asset for my company and my clients. Their laser approach has helped me to identify “real” prospects, plan for future success, move prospects quickly through the sales cycle and ask for solid introductions.”
– Producer
Insurance Sales Training Delivery Options
We work with insurance companies of all sizes – retail and wholesale, personal and commercial. This requires flexibility in delivery options. We customize sales training for individuals and companies in the following formats:
Our most robust approach includes onsite and virtual training as well as online learning. Our insurance sales trainers are experienced at delivering concepts, teaching skills and driving interaction and best practice strategies. This is usually a one-year engagement for training focused on skill improvement.
Although in person is often ideal, due to producer geographic locations, it is sometimes preferable to deliver sales training virtually. We use Zoom and drive interaction with chat and Kahoot app. Virtual delivery often includes online learning and phone coaching.
This involves a company agreement for a certain number of producer seats for individual, real deal coaching. It is an extremely effective approach as the coach becomes very familiar with their producers one on one and is able to identify chokepoints in their sales process.
Insurance Sales Training Process
Evaluation
We evaluate the entire team including leaders, managers, and producers on the 21 Core Sales Competencies, review the findings and customize the training curriculum based on the results.
Sales Leadership Development
We begin by working with the agency leaders on their sales systems and processes as well as skill development in performance management, coaching, motivating and recruiting. The basics must be in place before sales training can begin.
Producer Sales Development
Training curriculum is customized and typically focused on implementing and executing a stage-based selling system, helping producers develop strengths in the areas of consultative selling, negotiation, qualifying, prospecting, getting to decision makers, presenting, and building advocates.
Trusted by Leading Insurance Companies
Consultative Sales Training for Insurance Salespeople
The skills for today’s agent are vastly different than in the past and it is important to understand the changing needs of customers considering digital disruption, where they are faced with many new options for insurance. Insurance producers will need to put a greater emphasis on customers by offering a more personalized value proposition as this new digital landscape evolves. So much information and so many options are available online, how does an insurance firm and its producers differentiate? Our training programs will teach your producers how to do just that.
Here are a few of our most requested sales training programs:
Consultative
Selling
The Art & Science
of Negotiation
Growing Your Network
and Insurance Leads
Free eBook for Insurance Company Sales Execs
How do you know if your producers can and will sell? In this free eBook, learn about the 21 Core Sales Competencies assessment that provides the data on how your agents rank compared to others in the insurance industry. Do your people have the desire, commitment, and sales competencies to succeed at finding and building relationships?
- The Will to Sell
- Sales DNA
- Sales Competencies