Overview

Property & Casualty Risk Advisory Training

How would you like to avoid the frustration of getting treated like a commodity, losing to less qualified agents and agencies, and losing sleep when a storm is approaching?

This Property and Casualty Risk Advisor Program trains producers on how to integrate effective selling skills with technical insurance insights to consistently lead buyers to discover clear and present significant risks that are not addressed by their insurance program.

P&C Risk Advisor

This Workshop is Ideal For:

  • Producers looking to disrupt the market with cutting edge sales tactics and processes.
  • Producers challenged with understanding market disruptors and gaps in the property & casualty space.
  • New producers wanting to build up their technical acumen.
  • Seasoned producers who are trying to improve their messaging strategies to get in the door at a more effective rate.

Graduates Will Walk Away Knowing How To:

  • Escape the "commodity approach," where the lowest price wins, by using a risk and scientifically based sales process.
  • Identify flaws and potentially catastrophic losses in virtually every insurance policy.
  • Leverage technical knowledge and sales dialog that drives prospects to change to you.

Property and Casualty Risk Advisor Training

PRE-training (self-directed)

Welcome & Overview (10 min)
Introduction to Disruptive Selling™ (30 min)

Training (4 Days)

Session 1: Disruptive Selling™ Process (3 hours)
  • The 5 Objectives Meeting™
  • The Risk Assessment Meeting™ and the P&C Scorecard
  • The Presentation Meeting
Session 2: Technical Training (3 hours)
  • Commercial Property, Time Elements and Inland Marine
  • Third Party Liability Risks
Session 3: Technical Training (3 hours)
  • Employment Practices and Fiduciary Liability
  • Crime and Employee Dishonesty
  • Commercial Auto
Session 4: Technical Training (3 hours)
  • Excess Liability
  • Cyber Liability
  • Common Errors

POST-training (self-directed)

Messaging Strategies to Get-in-the-Door with Right-Fit Prospects

Elite Instructors

Susan Toussaint

Susan Toussaint

Practice Leader

For over a decade, Susan Toussaint has been training, coaching and developing programs to help insurance professionals overcome barriers to organic growth. In 2006, she started Injury Management Partners, and in 2009 she co-founded Oceanus Partners with her partner, Frank Pennachio. Today, she is a full-time trainer and consultant focused on developing products and training that help clients attract, acquire and retain profitable, right-fit business.

Frank Pennachio

Frank Pennachio

Practice Leader

Frank Pennachio has spent more than 30 years in the insurance agency as an agent and producer, expertise he's leveraged to personally train thousands of insurance professionals. In 2009, he sold his agency and co-founded Oceanus Partners with Susan Toussaint. Frank is an expert in the technical elements of workers' compensation, emphasizing the need for agents to understand all aspects of protecting an employers' workforce in order to provide true value. 

Pricing

Agencies

For agencies interested in customizing this program,
please contact us.

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