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.

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
  • Commercial General, Liability, Contractual Liability, and Additional Insured Endorsements
  • Commercial Auto
Session 3: Technical Training (3 hours)
  • Directors & Officers and Employment Practices Liability
  • Garage Liability, Auto Service and Auto Dealers
  • Umbrella and Excess Liability
Session 4: Technical Training (3 hours)
  • Crime and Employee Dishonesty
  • Fiduciary Liability
  • Cyber Liability

POST-training (self-directed)

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


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. 


Starts April 19, 2022 Online

Producers struggle to cobble together sales, technical and lead generation training which comes from disparate places and instructors. The Property & Casualty Risk Advisor Training integrates sales, technical insurance, and lead generation training in one seamless program. There is no other program on the market like it.

Property & Casualty Risk Advisor Training

  • Tuesday, Apr 19th (3 Hours)
  • Wednesday, Apr 20th (3 Hours)
  • Thursday, Apr 21st (3 Hours)
  • Friday, Apr 22end (3 Hours)

Starts October 18, 2022 Online

Producers struggle to cobble together sales, technical and lead generation training which comes from disparate places and instructors. The Property & Casualty Risk Advisor Training integrates sales, technical insurance, and lead generation training in one seamless program. There is no other program on the market like it.

Property & Casualty Risk Advisor Training

  • Tuesday, Oct 18th (3 Hours)
  • Wednesday, Oct 19th (3 Hours)
  • Thursday, Oct 20th (3 Hours)
  • Friday, Oct 21st (3 Hours)

Individual

$995
Per Producer

Apply Now

Agencies

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

Contact Us