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? |