Boot Camps

Our Boot Camps are highly interactive, engaging and even entertaining! We focus on value rather than price and provide real world examples and training from an agent’s point of view.

5 Day Personal Lines Boot Camp

Day 1
Welcome and Course Overview
The history of insurance
Learning our lingo and definitions
Independent vs Captive Agent
E&O Discussion and “The Agents Promise”
Introduction to Private Passenger Auto
Homework Activity
Day 2
Optional endorsements galore
Carrier appetites, underwriting and binding guidelines
MVR, CLUE and ADD report review
Exploring carrier contracts
Conversation to Close - focusing on value over price
Presenting the proposal, knowing your competition and overcoming objections
Completion of the auto application and trailing documents
Day 3
Introduction to Property Insurance
Exploring the most common Property forms and optional endorsements
Exploring uncommon HO forms [COC, Fair Plan, DIC, Vacant, Airbnb and more)
Admitted vs Non-Admitted
Clue Reports/Fire Line Score
The importance of Insuring to value/Co insurance clause
Various carrier appetites, underwriting and binding guidelines
Conversation to Close - focusing on value over price
Presenting the proposal, knowing your competition and overcoming objections
Completion of the property application and trailing documents
Day 4
Earthquake Insurance
Earthquake coverage review
Understanding the difference between CEA, Standalone and Carrier Endorsed coverage
Offering the coverage to your clients and overcoming objections
Completion of the application and trailing documents

Umbrella Coverage
Umbrella coverage review
Understanding the difference between a true umbrella and a form following excess policy
Offering the coverage to your clients and overcoming objections
Completion of the application and trailing documents

Flood Insurance
Flood Coverage review
The difference between Private policies and FEMA policies
Understanding the excess flood policy and the wrap policy
Offering the coverage to your clients and overcoming objections
Completion of the application and trailing documents

Specialty Lines Coverage
Inland Marine
Classic cars
Boats
RV’s
Toys and more!
Day 5
Review real life claim scenarios ripped from the headlines
Role play sales and service scenarios
Class content recap
Asking for referrals and cross sells – yes, it really is that easy
Increase your closing ratio by offering relevant and valuable recommendations
Final exam to prove results
Certificate of Completion
Upcoming Event
17 October 2019

Specialty Lines Workshop

This workshop will cover topics such as Earthquake, Flood, Watercraft, Umbrella Policies, and more!

Location: 9267 Haven Avenue Suite #210, Rancho Cucamonga, CA 91730
Date: October 17th, 2019
Time: 8:30am - 4:30pm