Master Commercial Insurance
Practical Coaching Designed to Help You Win Bigger Clients, Navigate Complex Policies, and Scale Your Insurance Business
What is Commercial Insurance Coaching?
Commercial insurance is complex, requiring deep industry knowledge and strong sales skills. Our Commercial Insurance Coaching Program is designed to equip insurance professionals with the expertise, confidence, and strategies needed to understand policies, handle objections, and close high-value commercial clients effectively.
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Through personalized coaching sessions, we guide you in mastering commercial coverages, prospecting strategies, and risk assessment—giving you the tools to grow a profitable book of business.
Who Will Benefit from This Coaching?
This program is specifically designed for agents who are ready to take their careers to the next level. Whether you’re just starting or looking to refine your skills, our coaching will empower you to stand out in a competitive market and close larger, more profitable deals.
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This coaching is for:
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New Insurance Agents: Looking to specialize in commercial insurance and build a strong foundation.
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Experienced Agents: Wanting to expand into commercial lines and increase their closing rates.
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Agency Owners & Brokers: Seeking better strategies to train their team and scale their business.
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Independent Agents: Who want to confidently prospect and sell complex commercial policies.
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Challenges of Closing Commercial Insurance Deals
Commercial insurance sales come with unique challenges that require specialized knowledge and tactics. Many agents struggle with:
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Understanding Complex Policies: Commercial insurance is often tailored to specific business needs, and knowing the right coverages can be overwhelming.
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Attracting High-Quality Clients: Finding the right business clients and building trust can be difficult, especially when businesses are hesitant to switch providers.
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Overcoming Objections: Business owners often hesitate to make changes or fully understand their insurance needs, requiring a skilled agent to close the deal.
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Standing Out in a Crowded Market: The commercial insurance landscape is competitive, and agents must position themselves as trusted advisors to stand apart.
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What You’ll Learn
Our coaching is built on real-world strategies that directly address the obstacles agents face in closing commercial insurance deals.
In-Depth Product Knowledge
Gain comprehensive knowledge of key commercial policies, focusing on Fire and Auto coverage.
Learn how to assess different policies, understand their nuances, and apply them to meet your clients' unique needs.
Discovery Conversations: Setting the Stage for Quality vs. Pricing
Learn to conduct discovery conversations that focus on the value of quality coverage, not just the price.
Uncover client needs, set expectations, and begin building trust right from the start.
Pivoting and Multi-Lining Through Coverage
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Master the skill of pivoting between different insurance lines (Auto, Fire, Life, Health) and cross-selling to build a robust portfolio of coverage options.
Overcoming Objections
Build confidence in overcoming client objections, turning concerns into opportunities for offering additional value and gaining commitment.
Conducting a Commercial IFR (Insurance Fact-Finding Review)
Master the Insurance Fact-Finding Review process for commercial clients to identify risks and coverage gaps while uncovering new sales opportunities.
Defining Coverage
Master the art of defining coverage in a way that is easy to understand, empowering clients to make informed decisions.
Guiding Clients to Choose the Right Coverage
Develop the skills to guide clients through the complex process of choosing the right coverage for their business.
Help them make informed decisions by offering solutions tailored to their needs.
Closing Deals with Two Lines Plus
Learn effective techniques to close deals by offering bundled coverage packages, ensuring clients receive comprehensive protection while boosting your sales performance.
​Packaging Presentations with Life & Health
Learn how to bundle and present life and health insurance alongside commercial policies to provide clients with holistic, integrated solutions.
Marketing for Higher Closing Ratios
Discover effective marketing strategies designed to attract commercial clients and improve your closing ratios.
Leverage proven techniques that help you position yourself as a trusted advisor to businesses of all sizes.
Our program is tailored to the unique needs of commercial insurance agents. We bring years of real-world experience to the table, offering strategies that are proven to work in today’s market.
Course Structure
4 Weeks of Intensive Training
This comprehensive course delivers high-impact learning in just 4 weeks, combining expert-led sessions with practical assignments to reinforce your knowledge.
Weekly Assignments to Reinforce Learning
​Apply the knowledge gained each week with hands-on assignments designed to strengthen your practical skills and ensure you're ready to tackle any commercial insurance challenge.
2 Hours of Instructor-Led Training Weekly
Join interactive sessions where our experienced instructors walk you through critical commercial insurance concepts and real-world scenarios.
Ask questions, engage with fellow learners, and benefit from personalized insights.
Ongoing Support
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Get access to ongoing support from industry experts throughout the course. Whether it's course material or real-world application, we're here to help you succeed.