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So You Want to be an Insurance Agent

Course by Author Jeff Hastings based on his best selling book, So You Want to be an Insurance Agent. While existing agents can benefit from the material taught in this course, it is intended to help a prospective agent/producer/employee determine if this career is right for them. Perfect for district managers and recruiters to use throughout the selection and training process!

In this course, you get:

  • All of the data in the book - and MORE!
  • Updated information not found in the hard-copy book
  • A pdf to download for future reference
  • Downloadable forms, documents and guides to assist you in your career
  • An audio book to take with you on the go!
Module 1 Foreword
Unit 1 So You Want to be an Insurance Agent
Unit 2 Foreword
Module 2 Introduction
Unit 1 Introduction
Module 3 Part I - Discovering Your Passion
Unit 1 Discovering Your Passion
Module 4 Part II - The Basics
Unit 1 The Basics
Unit 2 Company Formation
Unit 3 Licensing
Unit 4 Bank Accounts, Records and the IRS
Unit 5 Payroll Services
Unit 6 Do You Have What it Takes?
Unit 7 Do You Have What it Takes - Results
Unit 8 Cash Reserves, Start-Up Expenses and a Whole Lot of Effort
Unit 9 Making the Leap
Module 5 Part III - Getting Started
Unit 1 Getting Started
Unit 2 Captive Agency System
Unit 3 Independent Agency System
Unit 4 Direct Writers
Unit 5 Distribution Summary
Unit 6 Top Writers of Property & Casualty Insurance
Unit 7 Insurer Comparison Charts
Unit 8 Market Share Report
Unit 9 State Farm
Unit 10 Allstate
Unit 11 Farmers Insurance Group
Unit 12 Nationwide
Unit 13 Franchise Model
Module 6 Part IV - Your Vision for Success
Unit 1 Your Vision for Success
Unit 2 Your Organizational Chart
Module 7 Part V - The Four Levels of Business Development
Unit 1 The Four Levels of Business Development
Unit 2 So What Makes the Elite Agents So Unique?
Unit 3 Hastings Hierarchy of Business Development
Unit 4 Invest in Your Agency
Unit 5 Agent Interview and Lead Generation System
Module 8 Part VI - Creating Your Sales System
Unit 1 Built to Impress Sales
Unit 2 Your Sales System
Unit 3 Your Target Market Explained
Unit 4 Attitude and Your Sales Performance
Unit 5 You Never Get a Second Chance to Make a First Impression
Unit 6 Agency Branding
Unit 7 Social Media Made Easy
Unit 8 Working with Realtors® and Mortgage Companies
Unit 9 Lead Generation Tools
Unit 10 Stop Quoting and Start Building Relationships
Unit 11 It’s the Relationship That Makes the Difference
Unit 12 Value Selling
Unit 13 The Multi-Policy Sale (Cross-Sell)
Unit 14 Trade Shows and Special Event Marketing
Unit 15 The Extremely Important Life Sale
Unit 16 Women and the Buying Decision
Unit 17 Cross-Selling Made Easy
Unit 18 Stop Cold Calling
Unit 19 Why Customers Leave
Module 9 Part VII - Hire the Right People
Unit 1 Hire the Right People
Unit 2 Online Profiles to Select the Right People the First Time
Unit 3 Develop an Effective Recruiting System
Unit 4 Invest in Quality People
Unit 5 Create a Game Your Employees Want to Play
Unit 6 The Interview
Unit 7 Why Employees Leave
Module 10 Part VIII - Develop Your Winning Team
Unit 1 Develop Your Winning Team
Unit 2 Breed Healthy Competition
Unit 3 Technology and the Modern Insurance Agent
Module 11 Part IX - Balance is Key to Your Success
Unit 1 Balance Is the Key to Long-Term Success
Module 12 Part X - Where to Go from Here
Unit 1 Where Do We Go From Here?
Module 13 Part XI - Tools to Help You Land Your New Career
Unit 1 Forms and Documents
Module 14 Survey: So You Want to be an Insurance Agent Course
Unit 1 Survey: How was the Course?