On-demand training
Self-Study Program
Everything you and your team need to become trusted risk advisors and close more sales, on demand from your phone or computer.
Investment: Pricing on request
Overview
What it is
When you master these concepts and become a trusted risk advisor, customers will thank you. They will rarely leave you. They will buy more from you, and they will tell their friends about you.
The Video Training Library and Self-Study coursework walk your team step by step through the conversations that move a client from a quote to a plan, with word tracks, stories and strategies from top agents, new agents, seasoned agents and their team members.
Each month, your team can dial into the Monthly Hot Topic Meeting on Zoom for training, discussion and role play. Every meeting is recorded and added to the app and Resource Center in case you miss it.
Who it’s for
Built for
- Agency owners who want a proven curriculum for the whole team without adding a weekly call to the calendar.
- New team members who need the ‘Your World’® word tracks and objection handling fast.
- Experienced producers who want to sharpen life, paycheck and retirement conversations.
What’s included
In the box
- The ‘Your World’® Conversation, step by step
- The Life Conversation, the Paycheck Conversation and the Retirement Conversation
- Appointment setting and how to get more referrals
- How to overcome every insurance objection
- Word tracks, stories and strategies from agents and team members at every level
- On-demand motivational videos
- Monthly Hot Topic Meeting on Zoom (recorded)
- Access to the Risk Advisor Resource Center website and app
- Bonus: a free Agency Transformation Package
FAQ
Fair questions
Don’t see yours? Ask it on a free coaching call, or send us a message.
Can my whole team use Self-Study?
Yes. Self-Study is built for you and your team. [Client to confirm how many team members are included per enrollment.]
Can I cancel?
Yes. Enrollment is month-to-month, and you can cancel or change your enrollment level at any time. Satisfaction guaranteed.
What if we miss the monthly call?
Every Monthly Hot Topic Meeting is recorded and added to the app and Resource Center.
Is there a yearly option?
Yes. Monthly and yearly enrollment are both available. Pricing on request.
Where do members log in?
Everything lives in the Risk Advisor Resource Center. Use the Member Login link at the top of any page.
Pairs well with
General Products
Agency Transformation Package
Training kit
The book, desk sign, pocket guide and 'Max' in one kit. Free when you enroll in Self-Study.
Pricing on requestView detailsTeam Coaching
Infantry Training School
Group Coaching
Year-round live coaching on Zoom: weekly team calls, agent-only calls and Skill Drills role play.
Pricing on requestView detailsTeam Coaching
Super Squad
Private Coaching
One-on-one coaching for you and your team twice a month, plus every Group Coaching call.
Pricing on requestView details
Ready to talk about Self-Study Program?
A quick call lets us get to know one another and learn your goals and challenges, so we can recommend the right training for your team.