Fostering Connections, Building Excellence: Relationship Training for a Secure Future in Insurance

In-person and online training programs

Fostering connections in insurance goes beyond a soft skill; it’s a strategic imperative, crucial for protecting clients, fostering collaboration among industry professionals, and contributing to the well-being of our broader society.

Business Relationship Training - Producers

  • Net New customer growth
  • Increased customer retention
  • Improved relationships between carriers and agency partners
  • Advanced relationships with key broker accounts
  • Expanded referrals through centers of influence

Relational Leadership- First Time Managers

  • Mastery of the five key leadership roles: Technician, Manager, Coach, Architect, and Trailblazer.
  • Building and sustaining high-performing teams within the insurance context.
  • Developing the ability to navigate and manage challenging conversations within the workplace.
  • Learning to prioritize, measure, and advance the most important relationships for professional success.
  • Understanding the significance of strategic relationship management in the insurance industry.

      1:1 Executive Coaching

      • Customized coaching for strategic leadership development specific to the insurance sector.
      • Targeted improvement of relationship-building skills for personalized engagement with clients, stakeholders, and key partners.
      • Focused coaching on handling individual challenges in conflict resolution and strategic decision-making.
      • Tailored coaching strategies to facilitate seamless succession planning within the organization.
      • Support for executives not meeting performance expectations, with personalized development plans to address challenges and enhance performance.

      Our Insurance Clients Include: