We have designed our consulting services along with the training and tools needed to help your organization ‘get over the hump’.  Here are some of the services our Private Clients receive:

Consulting Services:

• Resource Deployment and Analysis for Large Account Production
• Producer Analysis
• Internal Staff Deployment for Large Account Development and Retention
• Prospect Analysis and Development
• Total Cost of Risk Delivery Systems
• Understanding Business Risk
• Consultative Brokerage Certification

 

Producer Training:

• Consultative Brokerage Training
• Total Cost of Risk Sales Techniques
• New Producer Consultative Brokerage Training
• Higher Level Training for Current Producers as Regards Total Cost of Risk Techniques
• Presentation and Stewardship Report Training

 

Client Service Training:

Understanding how to Manage Resources to create Value

Assisting in Creating Key Presentations

Preparing powerful Value Reports (for Stewardship)

Managing Projects

 

Sales Leader Development:

Understanding How to Lead a Consultative Brokerage Sale

• Evaluation of Large Prospects in the Pipeline
• Identification of the “Pressure Points” of Large Account Production
• Establishing the Production Culture that Will Match the Vision of Growth