ASNOA University "Back to School" Workshops
No products, no sales, just deep dives into relevant issues and pointers to help you and your staff grow. Check out the many workshops available below and register for the ones that pique your interest.
Transportation/Trucking with Progressive
Workers Comp with The Hartford
Farm with Liberty Mutual and Nationwide
Wealth Management in a Box
Cybersecurity with The Hartford
Date: September 30, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Michelle Davis, Agency Education Consultant, and Stacey Hinterlong, Senior Small Commercial Sales
Description:
- New phishing scams to be aware of
- Additional strains to systems and confidentiality while working from home
- How to secure sensitive customer data
- How to properly dispose of sensitive customer data
- Using password protection
- What to do for a data breach
Transportation/Trucking with Progressive
Date: TWO DAY WORKSHOP on October 20 and October 22, 2020
Time: 10:00 AM - 12:00 PM CST (both days)
Presenters: Brian Ferkol, Commercial Lines Business Development Consultant, and Leslie Hojnowski, Agency Sales & Distribution Training Consultant
Description: Know the game before hauling this product to your agency!
Day 1
Take a deep dive into Progressive’s Commercial Lines market opportunity, products, coverages, underwriting guidelines, service, and claims processes.
Day 2
Learn how to complete Commercial Lines quotes quickly and efficiently, provide customers an accurate premium, and make sure their first experience as a Progressive policyholder is a positive one. Focus is placed on rating factors, policy features, discounts, and best practices when completing a Business Auto and Contractors and Heavy Truck quote in ForAgentsOnly.com.
Workers Comp with The Hartford
Date: November 5, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Stacey Hinterlong, MBA, CPCU, CIC, ARe, Senior Small Commercial Sales Rep
Description:
- Learn how to use Workers Comp as a sales tactic
- Quote an actual client/prospect in the workshop (have one ready to work through)
- Understand your coverage options
- Add 'Pay as You Go' flexible payment options for clients dealing with the pandemic
- Offer a digital experience to your WC clients/prospects
- Bring questions to discuss in this open forum
Farm Two Day Workshop with Liberty Mutual and Nationwide
Day 1: Liberty Mutual Service Center
Date: November 10, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Danielle Scott, MBA, CPCU, ARM, Territory Manager, Kim Adkins, Senior Territory Manager
Description:
- Farm package tailored insurance coverage option
- Berry Farms, Cattle Ranches, Dairies, Hay Growers, Hobby Farmers, Livestock Operations, Orchards, Row Crops, and Grain Farms, Vineyard/Wineries, Wholesale Nurseries
Day 2: Nationwide Farm
Date: November 12, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Holly Bousselot, Sales Manager, Matt Dorr, AFIS, Specialist, Business Development
Description:
- Why Nationwide Agribusiness?
- Farm Certification Program Highlights
- Overview of main products and lines of business
- Coverage differentiators
- Demonstration of quoting and online resources
Wealth Management in a Box
Date: December 2, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Kelly Carter, CEO, Steve Conte, President, Beacon Retirement Planning Group, Inc.
Description: Wealth Management in a Box is a turn-key, actionable and time-tested financial services platform developed EXCLUSIVELY for ASNOA affiliates. The platform focuses on integrating comprehensive P&C risk management with comprehensive financial advice designed to enhance the overall client experience
Items that will be covered:
- How to protect your business in 2021 and beyond while looking for that competitive advantage to differentiate your value proposition
- How to use the updated life insurance term rater comparison tools
- Accelerated underwriting services as well as access to the General Underwriting Team for reviewing client health history prior to case submission
- ANNUALIZED COMMISSIONS JUST ANNOUNCED FOR TOP RATED TERM LIFE CARRIERS!
- We will discuss the latest resources, branding and marketing tools to help your clients begin thinking about life insurance and retirement planning
- Pre-built branded campaign set up and launch (both P&C as well as financial services introduction)
- Prospect lead nurturing campaigns & Drip campaign of educational platforms
- BRAND NEW! WMIAB website designed to further enhance YOUR local brand and the client communications introducing of your full-service WMIAB team and other tools designed to engage your clients
- Learn how to automatically accrue quarterly bonus credits to pay for additional marketing services to grow your practice