The mentor interview helps us gain insight into the mentor’s management style and commitment to the Elite process.

The DISC Sales Report describes how the producer deals with preparation, presentation, handling objections, closing, and servicing. It also identifies the ideal work environment, and how to motivate and manage the producer.

The DISC Management Report describes how the agency owner or mentor solves problems and meets challenges, influences people, responds to the pace of the environment, and responds to rules and procedures.

The DISC Comparison Report identifies the behavioral similarities and differences between the agency mentor and the producer.

All participants are required to complete a Dynamics of Selling Webinar prior to or shortly after the start of their Elite program. Dynamics is the only “insurance specific” selling process created & taught by top insurance sales professionals The cost of this webinar is not included in the Elite fee and is currently $495.

The Commercial Lines Coverage Specialist (CLCS) Program is recommended for all Elite participants who have not had prior training or experience with commercial lines insurance. The CLCS is a self-study, self-paced program that covers essential commercial insurance policies, including general liability, commercial property, and workers’ compensation. The cost of this program is usually $650 – $850 but Elite producers will receive a discount from the National Underwriter company.

The Producer Sales Webinar includes four two-hour, live, interactive sessions designed to complement and expand on the training provided by the Dynamics class. Topics include: Why do new producers fail? Prospecting Methods; The Elite Sales Process; Relationship Selling vs Traditional Selling; and Quoting vs Selling. Included in the fee for the Elite program.

The Mentor Orientation Webinar consists of two, two hour, live interactive sessions. It provides an overview of the Elite approach to developing and training new producers and suggestions for how to best support and encourage your producer. Sessions include: The Realities of Hiring New Producers; Managing Your Producer; The Sales Process; Working Together to Maximize the Success of Your Producer. Included in the fee for the Elite program.

New producers want to succeed as quickly as possible, but they need direction to avoid getting discouraged. Studies have shown that Millennials age 29 – 44 and Gen Z age 21 – 28 especially want mentorship and hands-on guidance. Weekly coaching includes skill building sessions, role play, and case studies designed to improve sales proficiency and build self-confidence.

An ongoing review of the specific prospecting and selling objectives developed from the agency marketing plan and described in the action plan keep the producer on track and focused on those activities that lead to sales success. The agency owner or mentor is regularly updated on the producer’s progress toward those objectives.