Producer & CSR Bootcamp
Agenda
Day 1 – Sales
9:00am – Planning and Time Management
9:30am – Goal Setting
10:00am – Prospecting
11-11:15am – Break
11:15am – Sales Model & Process
11:45am – Renewal Process & Retention
12:30pm – Lunch & Learn with Sponsor: Safeco/Liberty Mutual
1:30pm – Lead Generation Strategies
2:00pm – Gaining Efficiencies with your Vendors
2:30pm – Creative Marketing & Utilizing Social Media
3-3:15pm – Break
3:15pm – Leveraging Video Marketing & YouTube for Insurance Producers
3:30pm – Insurance Marketing: AccessPlus
4:00pm – End of Day 1!
4:30-6pm – Happy Hour (location TBD): Sponsored by: Burns & Wilcox, Cincinnati Life, American Modern
Day 2 – CSR/Producer
9:00am – Cross Selling & Upselling
9:30am – Carriers: Burns & Wilcox on E&S; Cincinnati Life; American Modern
10:30-10:45am – Break
10:45am – Resources in Teams
11:00am – Telematics
11:15am – Book Management, Profitability, & Frontline Underwriting
12pm – Lunch & Learn with Sponsor: Hartford
1pm – Underwriting
1:30pm – Claims
2:30-2:45pm – Break
2:45pm – Game/Competition (with Prize)
3:30pm – End of Day 2!
Sponsors
