Newly licensed advisors know the material. But knowing is not the same as doing. Many struggle with:
- Translating theory into live client conversations
- Conducting confident needs assessments
- Navigating underwriting and application pitfalls
- Managing rated policies without panic
- Understanding how to build a sustainable book
About & Objectives
Insurance Done Right™
Insurance Done Right™ is an engaging two-day experiential program designed for newly licensed advisors or those seeking to strengthen their fundamentals.
Participants move through the full insurance lifecycle in a safe, structured, simulation-based environment. By the end of the program, participants will be able to:
Participants move through the full insurance lifecycle in a safe, structured, simulation-based environment. By the end of the program, participants will be able to:
- Confidently qualify potential clients
- Conduct thorough needs assessments
- Guide clients through application, underwriting, and medical processes
- Navigate ratings and negotiate with carriers
- Deliver policies properly and maintain ongoing service
- Develop a sustainable insurance book of business
Insurance Orientation
Large group discussion, Small group exercises, Simulations,Team pitching activities
- Where you fit in the industry and how your organization supports your growth
- Prospecting realities, regulatory considerations, and client qualification strategies
- How to conduct a proper needs assessment and present appropriate solutions through live simulation
Large group discussion, Small group exercises, Simulations,Team pitching activities
DAY 1 —
FOUNDATION & CLIENT ENGAGEMENT
DAY 2 —
FOUNDATION & CLIENT ENGAGEMENT
Putting the Deal Together
- Application review, underwriting process, “in good order” standards, and pending case management
- Understanding ratings and how to work with carriers without undermining client trust
- Commission structure clarity and compensation literacy
- Policy delivery, cancellations, and long-term client service
8* CE credits
WHY THIS PROGRAM WORKS
This is not passive learning.
Participants:
It transforms licensing competence into operational clarity.
Participants:
- Practice in psychologically safe simulations
- Make mistakes before they cost revenue
- Strengthen professional judgment
- Build procedural confidence
- Leave with structured repeatable workflows
It transforms licensing competence into operational clarity.
WHO THIS IS FOR
• Newly licensed insurance advisors
• Advisors transitioning into insurance
• Advisors rebuilding confidence
• Firms seeking consistent onboarding standards
• Dealer groups wanting CE-approved experiential training
• Advisors transitioning into insurance
• Advisors rebuilding confidence
• Firms seeking consistent onboarding standards
• Dealer groups wanting CE-approved experiential training
DELIVERY OPTIONS
Insurance Done Right™ can be delivered:
• In-person (2 full days)
• Hybrid
• Firm-sponsored cohort model
• Dealer-level CE offering
Custom integration with firm workflows available.
• In-person (2 full days)
• Hybrid
• Firm-sponsored cohort model
• Dealer-level CE offering
Custom integration with firm workflows available.
