The iQ High Performance Agent Academy
Improvement in producer talent creates a ripple effect throughout the entire agency.
Our Approach
Unlike most producer schools, we don’t teach insurance, we teach Producers how to succeed in the insurance business. We focus on the 7 Success Skills. Planning – Organization – Prospecting – Selling – Book Growth – Book optimization – Retention
iQ is the only Success School developed by Insurance Producers and for Insurance Producers. We’re successful insurance professionals who’ve grown & managed large, profitable books of business. We’ve made a habit of beating the competition and we’ll teach your producers to do the same.
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Curriculum and Agenda
Day 1 Morning:
Introduction & overview
Producer assessment
Understanding people
Understanding motivation and change
Day 1 Afternoon:
Personality types
Producer personality profile
Communication:
Mastering the spoken word
Mastering the written word
Mastering body language
Mastering intelligent questions
Homework assignment: Personality Styles
Day 2 Morning:
Recap of day 1
Q&A
Homework review
Roleplay
The power goals: Personal goal setting exercise
Business plans- Development of personal business plans
Mastering time management
Mastering preparation and organization
Day 2 Afternoon:
Mastering the marketing process
The Insurance sales cycle
Information gathering
Preferred pricing strategy
Perfect submissions
Niche marketing: Program business
Day 3 Morning:
Recap of day 2
Q&A
Homework Review
Roleplay
The iQ Pipeline Curve TM
Perpetual pipeline of perfect prospects
Prospect Sources – Ideal prospects
Top 25, 50, 100
Prospecting Techniques – Mining for gold workshop
Managing pipelines
Day 3 Afternoon:
Intelligent tools workshop
iQ Tools- Website library review & access
Building & using game books
Competitive analysis
iQ Pre-call preparation
Homework- Prospect call strategy
Day 4 Morning:
Recap of day 3
Q&A
Homework review
Role play
The iQ Sales Curve TM Sales Call Mastery
Engage-Role play
Assess-Role play
Compare-Role play
Re-Assess-Role play
Consult-Role play
Day 4 Afternoon:
The iQ Sales Curve TM Sales Call Mastery
Qualify-Role play
Insulate-Role play
BOR-Role play
Objections- Role play
Sales Call Mastery Role play
Day 5 Morning:
iQ Retention Curve TM
Shark proof
Introduction, Insulation, Investment
Pre renewal Strategy
Menu’s/Time lines/Stewardship
Retention strategies
Cross sell
Day 5 Afternoon:
iQ Growth Curve TM
Calculating hit ratios
Average Revenue per relationship
Growing your book intelligently
Trading down
20/40/40 Book optimization Formula
Debriefing-3:00 PM-5:00PM Q & A
Upcoming schedule
Fill out our form for more details on specific dates