Coach the Coach Leadership Series for Agency Leaders


Join author and master sales coach J. Sheldon Snodgrass for a special presentation of “Coach the Coach Leadership Series for Agency Leaders."

This series will show leaders;

  • how to help their staff understand how focusing on revenue outcomes isn’t the way to improve retention
  • create a reusable message template for outreach calls and emails
  • add more value to consumer interactions and much more.

PIA has negotiated this special offer to participate in the entire series for $50 for members and $100 for non-members. Registration is for all five courses. The courses will be recorded for your future review and can be accessed at any time.

The series schedule:

  • September 27, 2023, 10 AM - Module One: Help your Staff Increase Their Service Task to Product Ask Effectiveness
  • October 10, 2023, 10 AM - Module Two: Help Your Staff Improve Their Customer Outreach Effectiveness
  • November 29, 2023, 10 AM - Module Three: Help your Staff Boost Their Inbound, New Business Binding Rate
  • January 10, 2024, 10 AM - Module Four: Help Your Staff Handle Insurance Shopper Complaints or Concerns (a.k.a. objections) with Ease and Move to Binding the Policy without Sounding Pushy
  • February 14, 2024, 10 AM - Module Five: Generate More High-Quality Referrals as Your Community’s Risk Management Expert


Member Price: $50
Non Member Price: $100

PIA MEMBER CANCELLATION POLICY:
No refunds will be provided. Registrants will receive a recording of each session.

Module One: Help your Staff Increase Their Service Task to Product Ask Effectiveness

The Take Away:
By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn to comfortably, confidently, and consistently transition from service tasks to additional insurance protection without sounding pushy and keeping their ego intact.

Module Two: Help Your Staff Improve Their Customer Outreach Effectiveness

The Take Away:
By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn to take the OW out of outbound calling so that their voice messages get returned, they spend less time in follow-up purgatory, and their renewal reviews, referral requests, and new business calls become welcome service conversations.

Module Three: Help your Staff Boost Their Inbound, New Business Binding Rate

The Take Away:
By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn to quickly and diplomatically disqualify insurance customers who they aren’t positioned to serve and then help them connect more deeply with the remainder and bind more of those who are right for your agency.

Module Four: Help Your Staff Handle Insurance Shopper Complaints or Concerns (a.k.a. objections) with Ease and Move to Binding the Policy without Sounding Pushy

The Take Away:
By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn to handle apprehension, confusion, and resistance, including price objections from insurance shoppers, by tapping your deep source of power as the licensed insurance advisor in service to others.

Module Five: Generate More High-Quality Referrals as Your Community’s Risk Management Expert

The Take Away:
By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn how to enlist their best customers and centers of influence as advocates so they become the community’s go-to risk Management resource serving people locally.