EverQuote Pro: Past Webinars

From Good to Top-10: A Checklist to Increase Production & Generate $4 from Every Marketing Dollar with George Elossais

Are your sales producers making the most of every conversation? What if you had a simple conversation checklist that every producer could use for every call to help ensure they were maximizing every opportunity?

Aside from being a sales trainer (and head of Trainwell), George Elossais currently manages the sales team for one of his company’s top ranked agencies in the US. To get team members up and running faster, George developed a simple, effective and repeatable process that has helped take his agency from average to #6 in the country. This process revolves around a checklist that every producer must go through on every sales conversation. By implementing this checklist, George's agency is consistently seeing a 4X ROI on every dollar they spend on leads and other marketing sources.

Join our webinar and learn the exact conversation checklist that George has used to take his agency from “good” to top-10! You’ll walk away with an actionable process that is easy to implement and can help you significantly increase your ROI from leads and boost your production from conversations they are already having.

The Secrets to Selling Supplemental Health Insurance (and Short-Term Disability)...for P&C Agents with Zach Sabin

Zach Sabin (of Ignite Agency Training) shares game-changing strategies and tactics around selling short-term disability and supplemental health insurance to help you close more health apps…fast!.

In this webinar Zach breaks down his five-step “Renters-to-Short-Term Disability Transition Process” to turn any renters conversation into a short-term disability conversation — smoothly and without feeling "salesy." He’ll also show how to handle the most common Disability objections so you and your team members can close with confidence (and without feeling awkward). He’ll also walk us through his “Short-Term DI to Supplemental Health Pivot” to help pivot seamlessly into supplemental health — stacking value and increasing customer protection.

With over 15 years of top-tier performance as both an agent and a field leader, Zach has mentored over 300 agents and thousands of team members, helping them streamline their processes, close more deals, and scale their businesses. If you struggle with supplemental health or disability policy sales or are just looking for ways to boost your team's numbers, make sure to join this session!

Double Your Health Insurance Production Using This Powerful P&C Conversation with Tyson Luthi

If you’re a P&C-focused agent looking to boost your supplemental health / disability insurance sales, make sure to join us for this presentation with award-winning agent Tyson Luthi.

For many P&C agents, supplemental health insurance can seem like an ancillary, non-core product that they may occasionally write for customers. However, with the right sales strategy, health can be a significant source of revenue – even for agents who primarily write home and auto.

With over a decade running a successful captive insurance agency, Tyson’s presentation will walk through his proven script and process for upselling and cross-selling supplemental health and disability policies with insurance leads (and existing customers) primarily shopping for auto and home. This presentation is ideal for agents looking for ways to drive additional revenue from existing books of business or leads.

How this Top Agent Expanded Into Real Estate for a Lucrative New Revenue Stream with Scott Smith

In this special webinar session captive agent and President's Club winner Scott Smith gives us some insight into how he was able to create an additional revenue stream to his agency business by building a successful side business in real estate.

We've had many agents ask about this topic, so we're excited to have Scott describe how he's been able to supplement his agency revenue through real estate investment. Many agents are interested in expanding into real estate investment but don't know how to get started. Scott will tell his story and help explain how you can explore real estate investing as a separate revenue stream to help supplement your income and build wealth for the future.

‘2x2x2’: Turn 2 Appointments & 2 Contacts Into 65+ New Life Policies + 1,000+ New Referrals Annually with Scott Grates

Join multiple-award-winning agent, author and speaker Scott Grates for this webinar to learn his ‘2x2x2’ system that he developed to enable each team member to generate an additional 68 new life policies and 1,000+ new referrals annually.

Scott teaches us the details of this unique and powerful system that all starts with identifying your TOP 400 customers. Then team members simply follow the straightforward ‘2x2x2’ formula for 200 business days. Scott developed this system to use at his own office and has tested it extensively. With team members getting into a routine and faithfully following the process every day over the course of those 200 business days, it too can yield powerful results for your agency.

Watch this session and learn how you can implement Scott’s game changing process at your agency (or if you’re currently a team member - in your day to day activities) to significantly increase the new business you’ll write this year.

More Life Apps! More Life Premium! with Thomas Ntuk

As an expert in life insurance sales processes (with the results to prove it) Thomas will show us how he has been able to boost both his overall life apps and premium written. He’s extensively tested these talk tracks and practices at his office (and with the many agents he coaches), consistently exceeding his life goals year after year. The best part is that his approach is easy to learn and even easier to implement and teach to team members.

Now is the time to shift your life sales into high gear. Join us for this webinar to learn these simple, yet highly effective methods that can help you quickly increase you life numbers - both apps and premium.

How I Transformed Struggle into Triumph to Protect More Customers (and Write More Business) with Ryan Salonia

Maintaining a positive mindset (even during difficult circumstances) is one of the most common challenges insurance agents face - for both themselves and their team members. Yet it is a topic that doesn’t seem to get a lot of attention beyond generalized platitudes. In this session, captive agent Ryan Salonia teaches us how, when facing an extremely trying time at his agency, he was able to reevaluate and ultimately succeed - increasing life production by over 400% while also improving customer retention and P&C sales.

If you asked most agents, they would probably say that they understand the importance of keeping a positive mindset and instilling it in their team members and agency culture. However, when it comes to how they do that, many agents don’t have a strong game plan. This presents a powerful opportunity for agents, as imbuing a positive mindset in their teams (and themselves) can have huge results – helping to better serve (and retain) customers, while also improving sales numbers.

The Winning Life Review Process to Use With EVERY Client and Supercharge Your Life Premium with David Peterson

In this session we welcome back legendary agent David Peterson (Coach P.) to give us the rundown of the annual Life review process he uses with EVERY client that has led him to be one of his company’s top life producers year after year.

Mention “annual Life review” and most agents’ eyes will glaze over. BUT with the right process, this often (for many) seemingly perfunctory procedure can actually be your key to unlock MASSIVE Life insurance premiums.

Coach P. gives us an exclusive end-to-end look into how he runs his annual Life reviews. He’ll share the keys to keeping it consistent and helping ensure that the process is actually valuable for both you and your customers. Follow Coach P’s proven formula and let the premium pour in.

Agency Self-Sufficiency: How My Team Wrote 9,000+ Policies in 2024…Without Me Talking to Customers with Hayk Tadevosyan

In this webinar lifetime President’s Club member Hayk Tadevosyan covers something many agency owners struggle with - creating a business that operates consistently even when you’re not around. In 2024, Hayk’s agency wrote over 9,000 policies – all without him needing to speak to a single customer, while being able to take all his vacations and still run a compliant business.

How successfully does you agency run when you’re not there in person? Many agents are stuck in a situation where their business feels almost like a small child – completely reliant on you and requiring your constant vigilance and involvement. But what if you could change that and have your agency run at a high level even if you have to step away (for a week? a month? or more)? Hayk teaches us how he was able to create a system where he can focus on the “non-negotiables” of the business, while still making sure things are compliant and that your team is doing a good job and doing things the right way.

To truly run a consistently profitable and scalable business, you must create systems and processes that run on their own and that are ingrained in your staff like second nature. Hayk walks us through how he’s been able to achieve this at his agency and how you can replicate his systems to get your team’s full buy-in and make your agency run like a well oiled machine – even when you’re not around!

How To Make Any Agency Highly Profitable...By The Very Next Deposit with best-selling author Mike Michalowicz

In this special webinar session we’re thrilled to be joined by the bestselling author of Profit First – Mike Michalowicz. You’ll learn from former this Wall Street Journal columnist and world-renowned author of nine bestselling books - including Clockwork, The Pumpkin Plan and the seminal Profit First.

Mike has designed multiple leadership, financial, marketing, and efficiency systems to eradicate entrepreneurial poverty and simplify business ownership. In this webinar, you’ll learn how to put profits first at your agency, covering key concepts including:

The power of leveraging existing behavior to become profitable
The concept of containers, how they dictate consumption, and how to put your money in containers effectively.
Behavior intercepts - why you go to your bank
Ways to build profit momentum and behavioral profit momentum where you are building anticipation excitement
Removing temptation and building a system that protects us from ourselves
How to get into a rhythm of profit of profit, and much, much more

The goal is to transform your agency into a permanently profitable business within 24 hours of the presentation…and that’s not hyperbole! If you can take just a few simple actions, your business can become permanently profitable…guaranteed. That’s Mike’s big crazy hairy, audacious commitment.

A Winning Account Review Process PLUS Where to Pivot Sales Conversations with Colter Johnson

For insurance agents conducting account reviews with customers can be a powerful way to both better serve your clients while also improving your multiline sales numbers and boosting your average premium. But for many agents the review process is simply perfunctory.

Join us as we welcome back sales coach and top performing former team member Colter Johnson, as he shares his surefire account review process. Colter will also be walking us through where he pivots during the review process and sales conversations.

Rebuilding Your Insurance Agency from A to B - One Agent Tells His Story with Andrew Reuther

At one point or another in their career, many insurance agents will be faced with an incredibly difficult situation - the need to "rebuild" their agency after dealing with significant challenges. Whether it's having to rehire or replace their entire team (by choice or otherwise), losing large clients, or facing difficult economic circumstances, for agents in this position, being forced to rebuild can be incredibly challenging.

In this webinar, Andrew walks us through how he's been able to rebuild his agency from the ground up after facing significant challenges in the past. From rebuilding your team, to training and implementing scalable systems, Andrew gives us insights into what worked for him as he shares his story on how he was able to rebuild his agency into a successful, sustainable business.

Transform Your Agency TODAY with AI Simplified with Phillip Ngo

Growing your insurance agency requires strong training systems. But creating playbooks for team members is time-consuming, and pulling out what to teach from our head can feel overwhelming. This is why we asked Phillip Ngo, CHFC CPCU – our AI expert whom is also a fellow insurance agent – to come back and share a few AI secrets that can help in this session.

In this power-packed webinar, you’ll discover how to leverage AI to:

Build effective training systems in hours, not weeks
Create training videos that actually drive results
Transform your social media presence simultaneously

Finally, you’ll learn a proven, step-by-step system to scale your agency all without the endless hours of content creation that has been necessary in the past.

Learn the System This Top Agent Uses to Run 3 Successful Offices with Perry Olson

Opening a 2nd (or 3rd) office can be a great way for insurance agency owners to increase revenues. But it can be incredibly challenging (and feel quite daunting) to launch an additional location. In this session, lifetime President’s Club member Perry Olson gives us a behind the curtain look at the systems and processes that he uses to run 3 top performing offices.

Perry shares his experience running 3 offices and the opportunities that opening multiple locations has presented to him. He also details how he’s able to manage multiple team members across his different locations along with the processes he’s used to maximize production and drive consistent results month after month, year after year.

If you’ve ever considered opening a 2nd (or 3rd) office, you'll want to check out this session. Join us and learn from one of the country’s top performing captive agents how you can maximize your success by opening an additional location.

Drive Big Life Premiums with this Talk Track…Without Using the Word ‘Life Insurance’ with Steve Basler

If you’ve sold life before you’ve probably run into this scenario - you’re trying to have a life conversation with a client, but when you mention ‘life insurance’ it seems like they check out. In this live webinar session (hosted by Chandler Hahn) agent and sales coach Steve Basler will share his ‘private reserve’ life strategy including his talk tracks for selling life without using the term ‘life insurance.’

The approach Steve will teach us exemplifies the old idiom “work smarter, not harder,” with a focus not on simply producing more life apps, but on how to drive home bigger life premiums from the clients you engage. He’ll walk you through how to frame life products in a simple way that engages your clients rather than exhausts them.

As the founder of Basler Academy, Steve has trained countless agents on how to improve their life insurance sales. And as a captive agent himself, Steve put these strategies to practice everyday in his agency. Join us and learn an effective way to boost your life premiums today!

Learn the System This Agent Uses to Run 4 x Top Performing Offices with Sean Perren

Does you agency struggle with consistent performance? Join President’s Club member Sean Perren for this training webinar hosted by agent Chandler Hahn.

In this session, multiple award winning agent Sean Perren walks us through the systems and processes he uses to run 4 x different offices simultaneously. He breaksdown how he’s been able to maximize performance at each office and hit the highest level of achievement with his company -across all his different agencies- year after year.

Whether you manage one office or ten, this webinar will give you real strategies that you can use today to help ensure your agency is producing at it’s maximum potential. Watch and learn from a top captive agent who’s had 20+ years of success producing a multi-million dollar book of business.

Stairs and Buckets: The Proven 8 Step Process to Boost Your Life Insurance Sales with Randy Thompson

There seems to be a million and one different life insurance sales strategies out there, but one that has been a proven success for countless agents all over the country is Randy Thompson’s renowned “Stairs and Buckets” approach. Join us as we welcome Randy back for this session hosted by Chandler Hahn.

During this webinar, Randy will walk you through each part of his unique 8 step “stairs and buckets” approach to selling life insurance. This strategy has helped so many agents significantly improve their life sales production and enable them to get producers selling new life policies quicker than ever before.

Join this lifetime President’s Club member as he shares his systematic approach to beating your life insurance sales goals! Randy’s presentation will help you rethink how your team sells life and give you the foundations to deploy this powerful “stairs and buckets” system.

4X Your Life Insurance Production in the Next 30 Days with Michael Weaver

Are you tired of falling short on life insurance goals every month? It's no secret that many agents are struggling to hit their life sales goals. If you’re looking to sell more life quickly, join us as we welcome back agent and sales coach Michael Weaver.

What if you could bring up life insurance in every conversation you have with every customer in a confident way that converts to submitted life policies? That is exactly what Michael Weaver will show you how to do in this training. Michael will be sharing multiple strategies to help increase your life insurance production this month. He will also be doing a deep dive on the exact questions to ask your customer to get them emotionally interested in having a life insurance conversation with you.

If you are ready to take the guesswork out of how to bring up life insurance and what questions you should be asking to get someone actually interested in having a life conversation with you, this training is for you.

AI Simplified: How to use AI to Dominate Social Media, Attract Top Talent and Automate Training with Phillip Ngo

AI is a hot topic right now, but most agents have not figured out how to use it to its fullest potential. Join insurance agent and AI expert - Phillip Ngo, CHFC CPCU - to learn how you can use AI in simple ways to level up your insurance agency.

During this session Phillip will share his practical insights on leveraging AI to:

Create automated content and training systems
Streamline operations and boost business growth
Increase sales conversions
Stay ahead in the competitive market

AI can be overwhelming and time-consuming to learn and implement but here Phillip will provide a simple, step-by-step approach to integrate AI without the hassle. Join us and learn a straightforward solution that allows you to leverage AI at your agency efficiently.

Take Your Team to the NEXT LEVEL! with Aaron Smith

Hiring strong team members is only half the battle! If you’re struggling to get your team performing to their true potential, make sure to join us as we welcome Aaron Smith for our this webinar.

In this training session, multiple award-winning agent Aaron Smith will breakdown the fundamentals of building a team and driving top tier performance. He’ll cover:

Implementing World Class Training
Picking the right candidate for your agency
Being ACCOUNTABLE and how it drives effortless culture

If you’re looking to level up your team, make sure to join this session. Aaron has worked as both a captive and independent, with a career in insurance and financial services going back to 1993.

Follow This Proven System to Fill Your Pipeline With Life Insurance Opportunities with Colter Johnson

Right now many P&C focused agents are struggling to build a solid pipeline of life sales opportunities. Join us as we welcome back Colter Johnson for this webinar.

As a former team member who consistently wrote 200+ life policies a year, Colter brings a unique perspective on how you and your team can improve your numbers. He’ll be sharing his “Agency Life Funnel” which covers:

Systematizing your life policy & life premium production
Using the Sniper approach to write life policies
Using the Shotgun approach to write life premium
Following up with life opportunities you don’t close right away
Following up with life policies you write
How to create urgency to buy life insurance

If you’re focused on building your life book, make sure to join this session and learn how sales coach and top performing former team member Colter Johnson, continually put up 200+ life apps a year.

Three Simplified, Tried and True Life Sales Presentations that Get Results with Thomas Ntuk

We consistently hear from P&C focused agents that hitting their life insurance sales goals can be a struggle. That’s why we’re thrilled to welcome back multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar.

For every agent out there looking to boost their life policy sales and premium, this session is for you. Thomas has developed simplified life sales presentations that you and your team can use today to increase your life policy numbers. He’s extensively tested these talk tracks at his office (and with the many agents he coaches), consistently exceeding his life goals year after year. The best part is that these scripts are easy to learn and even easier to implement and teach to team members.

Watch this webinar to learn these simple, yet highly effective talk tracks that can help you quickly increase you life numbers.

Learn How This New Agent Grew by $3 Million in One of the Lowest Premium States in America with Katherine Patrick

For many insurance agents, it can feel like an uphill struggle to grow their books - especially for newer agents, those in low premium States, or with limited marketing budgets. If you can relate to this struggle, make sure to join us for our webinar with captive agent Katherine Patrick (hosted by Chandler Hahn). As a new captive agent (open only 2 years) with a limited budget, Katherine has been able to find a successful formula that’s allowed her to write +1,500 new auto policies and grow her book by over $3,000,000 in premium – all while being located in one of the 5 lowest premium States in America! Whether you’re a new agent looking to find the right strategy to grow, an agent with budget limitations, in a low premium State, or a tenured agent looking to supercharge your book’s growth, this webinar will give you insight into the systems, processes and strategies that Katherine has employed to quickly build a significant book in what are typically considered challenging circumstances.

How Top Remote Team Member Provider Gets Producers Maximizing Every Opportunity in Only 4 Weeks with Justin Miller (of AGS)

If you’re searching for a surefire way to get new team members producing results fast, join us for this webinar with Justin Miller of Agency Growth Services (AGS).

In this session we get an exclusive, behind the scenes look at the training process used for new team members by AGS (Agency Growth Services) – a company that provides insurance agents with fully licensed, remote P&C sales producers. AGS has trained hundreds of sales producers, quickly getting new hires to adopt a sales process that maximizes every P&C opportunity and drives multi-line business.

You’ll learn how you can get both your existing team and new hires quickly producing for your agency in just 4 weeks. If you’re looking for ways to maximize your team’s performance and productivity, this is the session for you.

Agency Basics: Set Your Agency Up for Consistent, Profitable Performance with Scott Smith

In this webinar we welcome back President’s Club member Scott Smith for a session where he walks us through his “Agency Basics.” Whether you are a new agent or a tenured agent looking to brush up on your skills, this webinar will help you with a strategy for consistent long-term success.

Scott’s “Agency Basics” will help you:

Establish a foundation that will help your agency stand the test of time and weather everything from market changes to personnel turnover to changes in your own life
Implement sound practices for ensuring profitability and building a solid, functional team with clear roles and expectations
Uncover the secret of consistent production - following this program, Scott’s offices have averaged 2x the production of the “all star” agencies in his area and 5x the overall average for 158 straight months
Put in place a life sales process that WORKS. Over 13 years, Scott’s agencies have seen a 33% life close rate on the 1st ask and submit an average of 21.3 life apps/month

How This Top Agent Has Generated 1,000+ Referrals a Year for the Past Decade with Scott Grates

In this webinar session, multiple-award-winning agent, author and speaker Scott Grates walks us through the referral process that has averaged him over 1,000 referrals a year - every year for the last 10 years.

Every insurance agent is on the hunt for more customers. Yet a significant majority grapple with attracting new clients — particularly those that come at no cost, through referrals. That’s why Scott has developed a four-part proprietary methodology known as the “Infinite Referral Advantage”, that he’s used to help guide thousands of businesses towards exponential growth.

Scott’s process will help you:

Harness the power of referrals, turning your existing network into your most valuable marketing tool.
Elevate your presence within your community, establishing yourself as a thought leader and go-to expert in your field.
Become a mentor and leader who contributes positively to the community, fostering a cycle of mutual growth and support.

The ‘Premium Recapture’ Script that Turns Service Calls Into 250+ Life Policies a Year with Steve Basler

For this session we host agent and sales coach Steve Basler as he shows us the exact talk tracks he uses to turn common transactional conversations into 240+ new financial services policies each year – all while better serving his customers.

Steve focuses on how he is able to use the concept of “Premium recapturing” – taking a transaction that happens everyday (like a customer downsizing from 3 to 2 cars) and pivoting to a conversation around applying the money the customer will be saving each month to other products like Life. He also covers how to have these conversations without having to use insurance terminology, allowing clients to better understand and respond the the script.

How to Run Team Training Meetings That Actually Drive Results (from a Former Team Member) with Colter Johnson

Are your team training meetings driving the type of impact on your sales that you’re looking for? If not, make sure to watch this webinar session with Colter Johnson. As a former top producing team member himself, Colter walks us through how agents can run effective team trainings that really have an effect and help boost production numbers.

Colter is a former team member, Sales Manager, & insurance Sales Coach who founded the insurance sales coaching organization The Team Member Perspective which focuses on helping agents develop their team members into consistent top producers. Watch this webinar to hear his unique perspective and follow his proven training to help take your team’s performance from average to next level.

What to Do When Insurance Prospects Say ‘No’ with Andrea Waltz

For any agent or producer selling insurance products, hearing ‘no’ from insurance prospects is part of the gig. For many of us, hearing ‘no’ signals the end of the sales conversation. But what if you had a proven strategy to greatly increases your chances of turing that ‘no’ into an insurance sale? To learn how, join us as we welcome back sales trainer and best selling co-author of Go for No! – Andrea Waltz – for our this webinar session.

During this session Andrea will help you:

Build your business
Grow your confidence
Help reduce fear around the nos and how to skillfully handle hearing ‘no’ to boost your prospects of making a sale.

Being able to handle rejection is a skill that can always be improved upon—you won’t want to miss this session! And if you haven’t read the best-selling book “Go for No!” make sure to check it out at Amazon via www.ReadGoforNo.com.

How This Independent Agent DOUBLED His Book of Business in 2 Years with Joe Byington

In this webinar session, join independent agent Joe Byington as he shares the secrets of how he DOUBLED his book of business in just two years using strategies and tactics that you can employ at your agency today!

Joe walks us through his entire process - how he generates new business, how he works leads, how he manages team members, and much more. He discusses how using automation for consistent follow-up and how working the "long-game" and continuing to work leads on X-dates and beyond, has been a game changer for accelerating his business growth. If you're looking for ways to ramp up the growth of your book, this is the webinar for you.

How Hiring Virtual Assistants Can Help Affordably Supercharge Your Agency’s Growth with Tyler Woodall

Are you an independent agent looking to grow your insurance agency's book of business but don't have the resources or time to hire, on-board and train new full time team members? Join independent agent and founder of Agency Aid - Tyler Woodall - in this session focused on the benefits of leveraging "virtual insurance specialists" to help scale your agency.

With virtual specialists you get a fully trained team member who is already trained in handling new & renewal quotes (home, auto, dwelling fire, motorcycle, umbrella, etc.), taking care of standard customer service tasks (mortgagee changes, sending COI's, and lots more) and assisting in admin tasks (reconciling downloads, assisting with email management), saving you the time, expense and risk of hiring new full time team members, but still getting the benefits of additional staff. If you're looking to grow your agency but can't afford to add additional staff, this is the session for you!

How to Sell Health (and Still Keep Life #’s Up) From a 300+ Life/Health App Per Year Producer with Colter Johnson

Selling health policies is one aspect of insurance sales that poses a significant challenge for so many P&C-focused agents - especially when you’re trying to also keep your life sales numbers up. That’s why for our next webinar we’re thrilled to welcome back Colter Johnson for this health and life-focused session hosted by Chandler Hahn.

During this session Colter brings us a unique perspective as a former team member who maintained consistently high health and life production. He will share his proven process for selling health, while still keeping the focus on maintaining high life sales numbers. As part of this he’ll teach us how to help team members pivot from auto and home and open conversations around health. Colter will also cover how to write more health from everyday service transactions and with new business.

How to Create a Compensation Structure that ACTUALLY Drives Performance with Seth Preus

If you’re like many insurance agents, coming up with a “perfect” compensation plan for your producers and service staff can be incredibly challenging. In this webinar, RacingSnail co-founder, captive agent and senior advisor at Mivation – Seth Preus – shows how to structure your comp plan to drive more revenue for your agency. Seth is an expert when it comes to insurance compensation and motivation. He began his sales career at only 19, selling Kirby vacuum cleaners door-to-door, which ignited a lifelong interest in understanding sales productivity and motivation strategies. He later created the insurance-focused productivity and comp tool Racing Snail and is the co-creator of sales gamification tool Leaderboard Legends (featured on Forbes.com). Join this presentation focused on creating a compensation plan that truly helps motivate and inspire your team to perform!

The Sales Process I Used to Write 760 Umbrella Policies Last Year with Hayk Tadevosyan

Are you looking for proven strategies to sell more umbrella policies? If so make sure to check out captive agent Hayk Tadevosyan for this webinar focused exclusively on umbrella sales.

In this session Hayk breaks down the exact sales process he used to sell a mind boggling 760 umbrella policies last year! Even many of the top performing P&C agents struggle with selling umbrella policies so this is a rare chance to get a “behind the curtain” look at a proven sales process.

Learn this Top Agent’s Secrets to Scale Your Agency PROFITABLY (Part 2) with Coach P. (David Peterson)

(Part 2 of 2) Almost any insurance agent would agree that scaling an agency's business -while still remaining profitable- can be very challenging. For our this webinar session (the 1st in a 2 x part series) President’s Club member - David Peterson (Coach P.) – gives us a clear road map to how to scale an agency while continuing to achieve your growth goals.

David Peterson is a 2nd generation agent with 3 x offices in Texas, and has been in business for over a decade. He’s been able to grow his agencies and expand his team from 3 to 30+ while still remaining profitable to entire time. In this session he’ll share the tools and processes you can use to properly structure your team, scale your business and optimize profitability. Coach P. will also show you how to properly onboard team members and successfully lead large teams in single agencies, multi-office agencies and remote.

Learn this Top Agent’s Secrets to Scale Your Agency PROFITABLY (Part 1) with Coach P. (David Peterson)

(Part 1 of 2) Almost any insurance agent would agree that scaling an agency's business -while still remaining profitable- can be very challenging. For our this webinar session (the 1st in a 2 x part series) President’s Club member - David Peterson (Coach P.) – gives us a clear road map to how to scale an agency while continuing to achieve your growth goals.

David Peterson is a 2nd generation agent with 3 x offices in Texas, and has been in business for over a decade. He’s been able to grow his agencies and expand his team from 3 to 30+ while still remaining profitable to entire time. In this session he’ll share the tools and processes you can use to properly structure your team, scale your business and optimize profitability. Coach P. will also show you how to properly onboard team members and successfully lead large teams in single agencies, multi-office agencies and remote.

Learn How to Overcome Objections to Set More Appointments and Close More Sales with Thomas Ntuk

Throughout the career of every insurance agent, customer objection are unavoidable. But with preparation and the right strategies, you can turn your customer objections around to book more appointments and ultimately write more business.

During this session, multiple-award-winning agent, author and speaker Thomas Ntuk walks us through a series of common objections posed by insurance prospects and share how you can overcome them. Thomas’s strategies will help you break through customers’ resistance so you can set more appointments and close more sales.

The Agency Audit: How to Make Sure Your Agency is on the Right Track with Scott Grates

In this webinar session, multiple-award-winning agent, author and speaker Scott Grates walks us through his “Agency Audit" process. As Scott puts it, “the checker gets what the checker checks.” In his view there are 4 primary chambers required to building a successful insurance agency: Team Building, Customer Acquisition, Value Based Selling, and Scaling with predictability. Within each of these chambers are checklists of activities, systems and processes for the agency owner to review to make sure they are on the right track.

If you haven't completed an audit of your agency of late, take this opportunity to do so with multiple-award-winning agent, author Scott Grates! Leave this session having identified which areas of your business needs the most focus right now, so you can take immediate action.

Turn Your LinkedIn Into a Steady Source for New Business with Danny DelVecchio

For so many agents LinkedIn is something of an afterthought – posting occasionally and hoping for the best. But with the right strategy you can turn your LinkedIn into an active source for new business! Join LinkedIn guru Danny DelVecchio for this webinar presentation. Danny has years of experience helping insurance agents and other small business owners transform their LinkedIn into a lead generation machine.

During this session Danny shares his “4 Keys to Success on LinkedIn” – including how to create:

Optimized Profile: share a tip to craft a killer headline.
Content: what people should post on LinkedIn.
Connections: show a search method for how to find the right people.
Conversions: talk about building rapport and moving from casual to business conversations.

The Business of Life: Life Insurance Discovery Questions 101 with Scott Foster

In this agent-focused webinar we’re thrilled to welcome back a legend in the world of insurance agents - Scott Foster - who will be joining us for this presentation. During this session, Scott will address one of the most important parts of the life insurance sales process – discovery questions. He discusses how to approach the discovery conversation, the fundamental purpose of the discovery convo, the things you can (and can’t) control, how to broach prospect’s 2 biggest financial fears, and much, much more.

The 10 x Step Lead Process that Helps This Top Producer Write +40% More Multi-Line Apps a Month with Christian Bisese

Having a solid lead process is on the fundamental keys to success for so many agents. That’s why we’re thrilled to have Christian Bisese of The Team Member Perspective for this webinar session.

As a sales coach with The Team Member Perspective, Christian draws upon his years of experience as a top sales producer, teaching producers how to substantially increase their multi-line production. During this presentation, Christian walks us through the 10 step process that he uses to work insurance leads – a process that has helped him write an average of 50 x auto, 25 x fire, 10 x health, and 10 x Life apps every month.

5 Things Every Agent Should Be Doing to Make Their Team Successful (a Team Member’s Perspective) with Colter Johnson

When it comes to managing producers and service staff, many agency owners struggle to drive consistent performance from every member of their team. In this agent-focused webinar, sales trainer and founder of The Team Member Perspective – Colter Johnson – tells us the things that EVERY agency owner should be doing to help ensure their team members are consistently successful.

As a top performing team member and manager for one of the most successful agencies with his company, Colter gives us the team member’s perspective for what it takes to drive high performance from every producer. Having spent nearly 5 years as a high achieving team member, Colter gives us a unique insight into what motivates team members and what EVERY agent should be doing to help ensure their team’s success.

Level Up Your Agency: Go from Managing Sales People to Coaching Sales Performance with Dean Mannix

Have you ever wondered what the difference is between a “sales manager” and a “sales coach?” For so many insurance agency owners, the transformation from “sales manager” – simply managing sales producers day to day– to “sales coach” –helping drive better results by guiding producers to consistently level up their performance– is elusive. In this agent-focused webinar, we welcome back international best-selling author, Dean Mannix.

Dean shares his insights built on over 25 years of delivering sales performance projects for clients including Coca-Cola, Oracle, NewsCorp, Commbank, Accor, Goldman Sachs, Nomura Bank, Toyota, Macquarie Bank, Canon, Allstate, RPOA, and the Boston Consulting Group. For this session we’ve asked him to provide specific strategies on how to coach:

Better lead conversion
Multi-line conversations with clients
Higher levels of motivation in your salespeople

The Business of Life: All About the Appointment with Scott Foster

Join EverQuote as we welcome a legend in the world of insurance agents - Scott Foster - for a session focused on life insurance appointments – how to set more of them, and how to execute them to best serve both your business and your customers.

During this session, Scott addresses a common challenge for so many agents (particularly P&C agents) – namely how do you set more appointments (and have more effective appointments) with life insurance prospects? He breaksdown tips you can use for prospecting to help you increase your overall quantity of life appointments. Scott also discusses the life appointment itself – how to structure the conversation and help ensure you’re driving the best outcomes for you and your clients.

‘Go for No’ and Boost Your Sales! Yes is the Destination, No is How You Get There with Andrea Waltz

From the dawn of the modern era, sales professionals have been preoccupied by the idea of avoiding hearing that dreaded word - "NO." But what if we had this idea completely backwards? What if sales people were to actively welcome hearing "No" from a prospect and that ultimately, hearing “No” is a step on the way to reaching a “YES?” And what if there was data to back this counter-intuitive notion up? During this unique webinar session, best selling author Andrea Waltz walks us through the revolutionary concept of going for "No." She will show us:

What it takes to outperform 92% of the world’s salespeople.
That failing and being a “failure” are two very different things.
A whole new way to set goals that's simple, fun, and gets results.
Why it’s important to celebrate success and failure.
The five failure levels and how to progress through them.
How to get past failure and rejection quickly and then move on.
And that the most empowering word in the world is not yes… it’s NO! These lessons will change the way you think and the way you sell!

Enhancing Your Insurance Agency with AI and ChatGPT with Whitney Mork

Welcome to the future of insurance - a world where AI and ChatGPT are not just tools, but your dynamic allies in our ever evolving industry. This week's speaker - Whitney Mork - will help us unravel how these state-of-the-art technologies are boosting customer service quality and operational efficiency for insurance agents. Join EverQuote and Whitney Mork as we embark on this journey into the future of insurance where AI and ChatGPT help lead the way.

How to Ask the Tough Questions that Inspire Customers to Invest in Life Coverage with Thomas Ntuk

Almost any insurance agent who has sold life products has probably realized that many customers are resistant to even discussing life insurance. But there are strategic questions that can challenge your customers to start looking at life insurance in a whole different way. Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar, where he shares the tough questions that have helped him inspire customers to think seriously about life coverage.

During this session Thomas walks us through a series of questions that challenge insurance customers and prospects to think about the importance of life insurance and protecting their families. Many times customers do not want to have these conversations, but Thomas’s strategy helps break through that resistance by asking pointed questions that help inspire consideration and conversation about protecting their greatest assets.

Strategies, Word Tracks, Pivots and Daily Activities to 2X Your Life Insurance Sales with Michael Weaver

In this presentation Michael focuses on his most effective techniques for selling life insurance. He shares specific strategies, word tracks, and pivots you can use, along with daily activities to hold your team to - all aimed at helping set you up to have a huge impact on your life insurance sales. Michael has helped agents increase their monthly Life production by up to 10X (in fact 80%+ of the agents taking Michael’s training and "5-Day Challenge" end up writing 20+ life policies in a week).

Whether you’re working as a captive or independent agent, Michael's proven formula for boosting Life insurance sales can help you write more life apps and premium than ever before!

Learn the Sales Process This Remote Team Member Provider Uses to Train Producers with Jason Stefely

During this agent-focused webinar, you'll get an exclusive, behind the scenes look at the sales process used by AGS (Agency Growth Services) – a company that provides insurance agents with fully licensed, remote P&C sales producers.

With a huge sales team to train and manage, it’s absolutely critical that AGS is able to ensure their producers consistently produce for the agents they work for. So AGS co-founder - Jason Stefely - and the AGS leadership team have developed a training curriculum focused on teaching sales reps to maximize every P&C opportunity with a sales conversation focused on driving more multiline sales and pivoting to life and health on the first contact with every lead. During this session Jason breaks down their talk tracks, how they incorporate role plays and the exact training schedule they use to get producers hitting their goals fast.

Instant Issue Life 101: Make Instant Sales and Get Instant Commissions! with Parker Adams

For so many P&C-focused agents, consistently selling Life insurance remains a challenge. But what if there was a way to make Life sales in your sleep? If you think it sounds impossible, think again! In the past year or so we've seen a number of instant decision life insurance products gain traction in the marketplace. During this agent-focused webinar, Parker Adams will walk us through the ins and outs of instant issue life insurance.

Parker’s organization - Broker’s Alliance - has access to multiple carrier options that allow for agents to make INSTANT SALES! And now, he will explore two of those top choices with you and give us a side-by-side comparison of two of the top instant decision options out there.

Do Remote Service Team Members Make Sense for Your Agency? (and How to Get Started) with Melanie Yeatts

With the massive workforce paradigm shift we’ve witnessed since the COVID pandemic, more and more insurance agents are leveraging remote employees – including service team members. In this webinar, Melanie Yeatts (CEO of Agency Resource Solutions and ARSidekicks) helps us answer the question: “Do Remote Service Team Members Make Sense for Your Agency? (and How to Get Started).”

Melanie explains the benefits (and potential drawbacks) of leveraging remote service team members and will help you assess if remote is the right way to go for your agency’s service team. She also shares concrete steps you can take to get started on the path to creating a remote service team for your agency. In addition Melanie shares best practices you can follow to help make the most of your remote hires.

Bigger Paychecks, Better Paychecks: Secrets of the Highly Effective with Randy Thompson

In this session, lifetime Presidents Club member Randy Thompson shows how you can get on the path to becoming more highly effective and earn bigger, better paychecks!

Whether it’s achieving wealth or any other ambitious goal, so many people (including many of us in the insurance industry) don’t quite know where to start. During this session Randy discusses becoming great and winning in the public and private battles we all face. He focuses on how individuals and business owners can become the best version of themselves and be compensated for it!

As you become highly effective, Randy describes how and why the result is always a bigger and better paycheck and a richer life full of meaning and memories.

How to Create a 'Profit First' System to Run Your Insurance Agency with Scott Grates

It's not what you make, it's what you keep! Are you struggling to really drive serious profit at your insurance agency? If so, make sure to join multiple-award-winning agent, author and speaker Scott Grates for our webinar “How to Create a 'Profit First' System to Run Your Insurance Agency” (hosted by Chandler Hahn). Creating a “profit first” agency management strategy is a hot topic, and one that so many insurance agency owners struggle with.

During this session, Scott shares his "Profit First" approach to running an insurance agency - what it is, how it works and why it matters. Scott has completely systematized his operation so that he gets paid FIRST, and then figures out expenses with the remaining income. After implementing this system a few years ago, Scott credits it with revolutionizing his life.

Learn the Lead Process that Helped Build a $31 Million Dollar Book in Under 5 Years with Andrew Filar

During this webinar, Andrew walks us through the ins and outs of the proven sales process that helped build a book of business worth tens of millions of dollars. He also discusses common mistakes that agents make with leads and how you can avoid falling into these same pitfalls that most agents are forced to learn through trial and error.

Learn the System That Helps Team Members Write 200+ Life AND 100+ Health Apps Every Year with Colter Johnson

Does your agency struggle with consistently hitting your company’s financial service sales goals? Do you feel the constant weight and pressure to sell financial services – specifically life insurance? Do you find yourself scrambling (almost in a panic) for apps at the end of the promo or end of the year? Or maybe…. to make it even harder and more stressful, you feel like you – the agent – need to do all the heavy lifting and write all of the apps yourself?

In this webinar, successful sales trainer (AND current team member with a top agency) Colter Johnson gives you the team member perspective and shares how he consistently writes 200+ life AND 100+ health apps every year AND how your team members can do the same.

Management Secrets from the #1 Ranking Multiline Agent With Her Company with Sara Labraaten

Join EverQuote and the #1 ranked multi-line agent with her company – Sara Labraaten – for this agent training webinar focused on management tips, strategies and secrets to drive maximum production.

As lifetime President’s Club, MDRT member, and the #1 ranked multi-line agent with her company (for multiple consecutive years), it’s fair to describe Sara Labraaten as one of the top agents in the country. In this session, Sara shares some of her top secrets for managing her team, holding them accountable and driving maximum production for her office. Join us for this exclusive opportunity to learn from one of the top captive agents in the industry!

How to Scale Your Agency PROFITABLY with David Peterson

For many insurance agents, being able to grow their businesses, while still remaining profitable can be incredibly challenging. For this webinar session, President’s Club member - David Peterson (Coach P.) gives us advice and a clear road map for agents to scale their agencies and achieve their growth goals.

David Peterson is a 2nd generation agent with 3 x offices in Texas, and has been in business for over a decade. He’s been able to grow his agencies and expand his team from 3 to 30+ while still remaining profitable to entire time. In this session he shares the tools and processes you can use to properly structure your team, scale your business and optimize profitability. Coach P. also shows you how to properly onboard team members and successfully lead large teams in single agencies, multi-office agencies and remote.

Protecting Your Agency: TCPA Compliance 101 for Insurance Agents with Eric Troutman

For many insurance agents, understanding the TCPA (Telephone Consumer Protection Act) in relation to their business operations and ensuring their agencies are compliant can feel like an incredibly daunting task. Luckily for us, we have one of the country's preeminent TCPA experts - Eric Troutman - helping break down the fundamentals of TCPA compliance as it relates to insurance agents.

Eric Troutman (also known as the “Czar of TCPAWorld”) is one of the country’s prominent class action defense lawyers and is nationally recognized in Telephone Consumer Protection Act (TCPA) litigation and compliance. He has served as lead defense counsel in more than 70 national TCPA class actions and has litigated nearly a thousand individual TCPA cases in his role as national strategic litigation counsel for major banks and finance companies. He also helps industry participants build TCPA-compliant processes, policies, and systems. In this webinar Eric helps us understand how agents can help make sure their agencies are compliant and protected from potential litigation.

This Secret Blueprint Training Will 3X Your Advertising Results At Your Agency! with Coach Carroll

Insurance agencies not using online advertising today are missing out a crucial tool for generating new business. Join renowned sales coach and insurance marketing expert DJ Carroll as he walks us through the blueprint that can help TRIPLE your results from marketing.

It doesn't matter if you are brand new to marketing your insurance agency on Social Media or if you have set hundreds of dollars on fire using that awful BOOST button...
This Blueprint will maximize your ad dollars and build your brand faster, better and cheaper than anything else on the market!

We will Break Down the 3 Audiences on Social Media
Share Our Tricks for Creating Top Notch Organic Content
Discuss the changes coming since Elon bought Twitter
Cover 4 Tactics Your Office Team Can Use To Grow Your Brand on Facebook & IG

Insurance Agency Hiring and Management in the Remote World with Carly Pickern & Troy Greenway

Over the last 3+ years, insurance agents – like many other industries in the US – have seen a significant transformation in their hiring and workforce management. One of the core aspects of this transformation is the emergence of remote work. Now more than ever, qualified job seekers are looking for remote opportunities and companies are shifting their operations to remote workers. Savvy insurance agencies looking to compete for top talent and cut operational costs are already moving to remote workforce models. But should your agency make the leap to remote? And how can you do so without sacrificing production or the quality of your customer service?

During this session, top captive agent and CEO of Remote Labs - Carly Pickern, and Troy Greenway (CEO of Greenway Growth 360) teach you how to both recruit remote team members and make them a major revenue generating part of your agency. Troy and Carly show how opening up your agency to remote candidates can help you find more high performing team members and also give you the tools to help ensure those remote hires drive maximum production. In 2023, many of the the most successful insurance agencies have been able to adapt and thrive in this new remote environment – join Carly and Troy and learn how you can too.

Net Gain Growth: Growing Your Business Through Deliberate and Meaningful Client Interactions with Troy Korsgaden

During this exclusive webinar session, best selling author and renowned multi-line insurance expert Troy Korsgaden discusses his proven process for growing your insurance business – from defining leads, through scheduled appointments to conducting powerful meetings. Troy also discusses two of the roles that he attributes to completely transforming his business: the agency contact representative and concierge – and will share how you can implement these in your agency. Join us for this opportunity to learn from one of the preeminent thought leaders in the insurance industry.

Let It Go and Grow! How to Focus on Your Strengths and Outsource the Rest to Grow Faster" with Terry Stach

Running an insurance agency requires taking on a wide range of tasks and responsibilities in order to be successful. The problem for agents is that many of these tasks and responsibilities can redirect time and efforts from achieving their agency's core objective - generating revenue.

During this webinar, captive agent Terry Stach shares how he's been able to shift many of those time consuming tasks off his plate by outsourcing. This allows him to double down on what he does best - driving revenue! Terry shares how you can off load some of the biggest time absorbers at your agency and free yourself up to focus on growing your business.

AI for Insurance Agents – How You Can Use ChatGPT to Better Run Your Agency with Vlad Cherchenko

It wouldn’t be difficult to make the case that the latest developments and applications of Artificial intelligence (AI) constitute some of the biggest technological advances of recent years. Right now, businesses across a plethora of industries are making use of AI in ways that seemed unimaginable even just a decade ago. But how can insurance agents take advantage of this new technology?

In this webinar, captive agent (and founder of Insurance Sales Lab) Vlad Cherchenko will show us how you can leverage an amazing new tool – ChatGPT – to handle a range of time consuming tasks at your insurance agency. And the best part is that right now you can take advantage of this tool absolutely FREE. Join EverQuote and Vlad to see how ChatGPT can save you time and money, and become an integral part of your agency’s operations.

The Secret to Doubling Health Production Using This Powerful P&C Conversation with Tyson Luthi

For many P&C agents, health insurance can seem like something of an afterthought that they only occasionally write for customers. However, with the right sales strategy, health can be a significant source of revenue – even for agents who primarily write home and auto.

With almost a decade running a successful captive insurance agency, Tyson Luthi walks us through his proven script and sales process for upselling and cross-selling health policies with insurance leads (and existing customers) who are primarily shopping for auto and home. Tyson explains how he trains his team to use this process and ensure his producers are hitting their bound health policy goals. This presentation is ideal for agents looking for ways to drive additional revenue from their existing book of business or from insurance leads.

SPEED Training: Work Smarter (Not Harder) to Run a More Efficient & Effective Insurance Agency with Sean Morton

Learn how to run a more efficient office and provide consistent, outstanding customer experiences by implementing these proven systems and processes from Sean Morton.

For many insurance agents, it feels like there just aren’t enough hours in the day to hit your sales goals, accomplish everything you need to do and still ensure you’re providing an exceptional customer experience. During this session, top agent Sean Morton shares invaluable tips and insights from his renowned SPEED training, with a focus on how you can implement more efficiency in everything you do at your agency, while still providing an exceptional customer experience from prospect to policy.

3 Secrets to Building a High Performing Team & Hiring Better with Rikka Brandon

Few things in an insurance agency can have as big of an impact (good or bad) on your chances of success as who you hire. During this session, award winning author Rikka Brandon shares the best practices, hacks, and shortcuts she’s learned over 20 years as a professional recruiter so you can start to hire better (and manage less). And although she can't distill 20+ years of experience into an hour webinar, she'll detail the 3 things you need to know to hire and build a high performing team.

Rikka has helped top agents (including her sister - top ranked agent Sara Labraaten) achieve hiring results they never thought possible and has been featured in Fast Company, CBS Small Business Pulse, NFIB, Daily Worth, and many others. Join Rikka and EverQuote and learn how you can build the sort of team that sets your agency up for sustained success year after year!

Learn The Exact Follow-Up Process (and Templates) That Helped This Agent TRIPLE His Book in 3 Years with Bo Ward

This webinar session features top agent Bo Ward (of IndyCover) as he gives us an exclusive look into exactly what he’s doing to follow-up with leads and nurture the leads he doesn’t immediately contact. As a captive agent, Bo was able to grow his book of business from 800 to 3,700 PIF in JUST 3 YEARS and a huge part of his success had to do with his systematic approach to lead follow-up.

In this presentation Bo shares everything from when he follows up with leads, to how he follows up with leads (ie. email, text, etc.), how many times he’s following up and exactly what he’s saying in his emails and texts.

Taking Advantage of Rising Insurance Rates – Why NOW Is the Best Time to Grow (& How to Do It) with Zach Vaswani

For most P&C agents, success in the insurance business is all about consistent growth. And right now, with more consumers than ever looking to switch companies due to increasing rates, the conditions are perfect for agents looking to accelerate their business growth. During this webinar, captive agent Zach Vaswani walks us through how his agency has been able to sell more policies than ever before in these current industry conditions, and how you can replicate his success at your agency.

How to Sell Life/Health Insurance While Explaining Auto/Home Coverages (V2) with Thomas Ntuk

Watch multiple-award-winning agent, author and speaker Thomas Ntuk for this 2nd webinar session focused on selling life and health insurance to auto/home insurance shoppers. Thomas' presentation covers how you can pivot from a standard P&C conversation to life and health and improve your multi-line and non-core product sales. This presentation is ideal for agents working auto and home leads but who are also looking to increase their life and/or health sales.

6 Steps to Improve Your Lead Response Rate By 15% (+ 2 FREE Templates) with John Graham

Are you looking to improve your response rate with insurance leads? Watch John Graham – Founder & CEO of Little Giant Marketing – in this free training session: “6 Steps to Improve Your Lead Response Rate By 15%.”

Most agents and producers understand that reaching out to leads with the correct messaging can make or break your success. During this webinar, John provides you with 6 steps you can take IMMEDIATELY to help improve your response rate with leads by up to 15%. He also shares 2 power templates you can deploy for:
- New Lead Introduction
- Quote Follow-up

Life Sales Tips from a Lifetime MDRT Agent (Plus How ‘Team By the Minute’ Helps Supercharge His Results) with Kirk Baker

During this presentation, lifetime MDRT and President's Club member Kirk Baker gives you a rundown of some of his top life insurance sales tips, covering things like:
- High level life premium & simplicity life tips
- The “4 buckets of money” discussion
- Tips on getting preferred, super preferred or elite rate for your Policyholders
- “Text-athon Thursdays” strategy to get prospects calling you for life insurance
- Common closes, and much, much more

Kirk also covers how he uses ‘Team By the Minute’ software to help maximize his team’s effectiveness and keep the production level high!

Learn the System That Helps Team Members Write 200+ Life AND 100+ Health Apps Every Year with Colter Johnson

Does your agency struggle with consistently hitting your company’s financial service sales goals? Do you feel the constant weight and pressure to sell financial services – specifically life insurance? Do you find yourself scrambling (almost in a panic) for apps at the end of the promo or end of the year? Or maybe…. to make it even harder and more stressful, you feel like you – the agent – need to do all the heavy lifting and write all of the apps yourself?

As both a successful sales trainer AND a current team member with a top agency, Colter Johnson gives you the team member perspective and share how he consistently writes 200+ life AND 100+ health apps every year AND how your team members can do the same. Join Colter as he covers:

The step by step framework to selling 1 life app a day and CONSISTENTLY hitting company promos
A sales process your team members can use immediately to sell life AND disability in a very simple and transactional way- all in the same conversation
Why mirroring your customer/prospect is so important- and HOW to mirror them
Why it is crucial that team members INVEST IN THEMSELVES every single day- and HOW they can
The value of an elite team member community… your net worth is your NETWORK

The 3 Reasons You're Failing At Hiring with Rikka Brandon

According to a recent survey, 93% of agents find hiring challenging. During this webinar, Rikka Brandon (CEO of Building Gurus) discusses the top 3 challenges agents are facing when it comes to hiring and how you can overcome these. Rikka has been featured in Fast Company, CBS Small Business Pulse, NFIB, Daily Worth, and many others, and is author of the best selling hiring book Hire Power

Rikka shares her insights on the major hiring mistakes she sees agents making, how you can avoid these, and ultimately find success at hiring even in the most difficult conditions. She'll show you 3 x crucial areas you can address to have an immediate impact on your hiring outcomes. Rikka has worked with top agents (including her sister Sara Labraaten) to help get their hiring on track. Join EverQuote and Rikka to help kick your hiring into high gear.

Discover the Hidden Source for Multi-Line Business Used by the #1 Ranked Property Agent with David Stroman

During this webinar, David Stroman –the #1 agent in Property/Fire with his carrier- walks us through how he has been able to cultivate a consistent source for huge amounts of multi-line business by developing referral relationships with building landlords and managers.

David gives you an exclusive behind the scenes look at his entire process – how he is able to not only create massive sources for new property policies, but also how he is able to multi-line these new customers and capture their auto business. He shares his full multi-touch process and gives you the tools to set-up your own powerful source for consistent multi-line business.

12 Life Insurance Sales Tips to Close Out the Year Strong (and Set Your Agency Up for a HUGE Year)

If you're an agent determined to put up high life insurance sales numbers, there is no doubt that you'll need to drive maximum production. But how do you accomplish that? To find out, watch multiple-award-winning agent, author and speaker Scott Grates for this joint webinar with EverQuote: “12 Life Insurance Sales Tips to Close Out the Year Strong.”

During this training session Scott shares the 12 key life sales tips that have allowed his agency to write over 100 life policies each year (with 3 or less producers) and travel every single year since opening scratch in 2009. Scott also takes you through “must-know” life insurance sales tips and gives you the tools to kick your life sales into high gear.

Learn How This Former Captive Agent TRIPLED His Book in 3 Years with Bo Ward (hosted by EverQuote's Matt Ricker)

Being able to quickly grow and scale an insurance agency is an all too common struggle for thousands of agents across the US. During this webinar, we speak with agent Bo Ward – who's managed to figure out a formula for continual growth. As a captive agent Bo was able to grow his book of business from 800 to 3,700 PIF in JUST 3 YEARS. Bo chats with EverQuote Senior Accelerated Sales Executive – Matt Ricker and gives you a behind the scenes look at everything from his staffing and team make-up, to how he sets up his leads and marketing sources, along with an in-depth look at his sales processes and strategies for increasing the amount of leads his team is working.

If you're looking to learn some of the secrets of a fast growing agent that you can implement at your agency, this is the webinar for you!

How To Take Effective SALES NOTES When Working Insurance Leads with Vlad Cherchenko

TRUE or FALSE: If team members paid for the internet leads themselves, they would work them more diligently. Most agents would agree with that statement!

One of the most frustrating things agents experience is NOT KNOWING what is going on with the leads that they're buying for their team. Disorganized agencies miss out on a lot of sales opportunities simply because their producers do fail to log adequate notes when working their leads. The good news is that there is a solution to that! During this training, agency owner and sales coach Vlad Cherchenko teaches you how your agency can be more organized with how you document notes.

Multi-Lining Mastery with Joseph Puckett of Craig Wiggins Coaching

During this webinar, Craig Wiggins Coaching co-founder Joseph Puckett shares highly effective word tracks and strategies for multi-lining leads. Joseph helped Craig Wiggins grow his agencies to over $40,000,000 in premium by developing their staff to generate 100+ policies sold every month per producer. He is bringing his knowledge and experience directly to you to help you write more multi-line policies.

By implementing these tried and tested word tracks, you can very quickly start seeing increases in your per household and overall sales! This webinar is appropriate for both agency owners and sales producers looking to improve their multi-line sales.

Increase Your Multi-Line Sales: How to Pivot From Auto and Home Insurance to Life (and Health) with Thomas Ntuk

Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on selling life and health insurance to auto/home insurance shoppers. Thomas' presentation covers how you can pivot from a standard P&C conversation to life and health and improve your multi-line and non-core product sales. This presentation is ideal for agents working auto and home leads but who are also looking to increase their life and/or health sales.

Discover an Untapped Gold Mine of Leads: The Power of Community Engagement with Whitney Mork

During this webinar top agent Whitney Mork will show you how a strategic media marketing plan, along with your business’s community involvement efforts, can build your brand’s reputation, credibility, and can give your business eye opening results.

Whitney’s insurance agency in Birmingham, AL is nationally recognized as one of the top community engaged agencies in the country. She has successfully developed a “special sauce” when it comes to creating a winning culture through community engagement and social media. Her strategic marketing campaigns are being duplicated across the nation, and resonate with Millennials, Boomers, and Generation Xers! She creates emotionally charged events that keep her brand top-of-mind (and that keep people talking)!

Want to Sell More Life? Get Ready to Dominate Life Insurance Awareness Month with Michael Weaver

During this presentation top agent and trainer Michael Weaver will focus on his most effective techniques for selling life insurance. He will be sharing specific word tracks, pivots you can use, and daily activities to hold your team to - all aimed at helping set-up you have a huge month for life (in fact 80%+ of the agents taking Michael’s training end up writing 20+ life policies in a week). Whether you’re working as a captive or independent agent, Michael's proven formula can help you write more life apps and premium than ever before!

Setting Goals & Expectations and When to Fire Team Members with Michael Church

For top performing agent Michael Church, ensuring that his 16+ team members (across 2 office locations) are productive, performing, and hitting their goals is absolutely crucial to achieving continued success. But how is he able to do this so effectively? By properly setting goals and expectations!

During this presentation, Michael walks you through exactly how he is able to drive consistent performance and productivity from his team members, and how this ultimately is crucial to achieving his larger business goals. As part of this discussion, Michael also covers how to know when it’s time to part ways with an underperforming team member.

How This Top Ranked Agent Grew His Team From 3 to 30 (with No Business Debt) with David Peterson

In our current market, hiring and recruiting is one of the top challenges insurance agents face. During this webinar, President's Club winner (and #8 multi-line agent with his company) David Peterson shows you the exact recruiting and hiring process he’s used to scale his agency from 3 to 30 – all without adding any business debt. If your agency struggles to hire consistent performers, this is the webinar for you!

How I Was Able to Triple Lead Engagement Through Analytics & Automation with Peter Vitale

We’ve all heard the old adage – “work smarter not harder” and it’s no different when it comes to insurance sales. If you’re looking for ways to work leads more strategically, award-winning agent Peter Vitale shows us how he has been able to automate processes to save serious amounts of time, and that have helped triple his engagement rate with leads.

He also shares data on conversion – how many touches it takes on average, the average sales cycle, and the number of touches required by channel (calls, texts, mail, etc.). All the systems and processes Peter shares – whether automated or manually done – will be effective and can help you see the same results he has achieved.

The Life Sales Process that Achieved 132 Consecutive Months of DOUBLE DIGIT Life Policy Sales with Scott Smith

Maintaining consistent life sales numbers is often a challenge for P&C agents. During this webinar, President's Club winner Scott Smith walks you through the life sales process he’s used to achieve 132 consecutive months of double digit life policy sales – all with only 2 x licensed life sales people. Scott has been with his company since 2003 and has figured out a winning formula that P&C agents can use for repeated success with life sales. If your agency struggles to consistently sell life, this is the webinar for you!

Learn How this Captive Agent Generates 5X ROI on Internet Leads with Chandler Hahn (hosted by Craig Wiggins Coaching)

Join exclusive agent Chandler Hahn as he shares the exact system he uses to work internet leads and how he’s able to maximize ROI on leads through his sales process. During the presentation Chandler will walk us through how his agency has been able to fuel consistent growth by partnering with EverQuote.

Chandler has worked with EverQuote since 2015 and currently has over $2.5 million of his book that was directly generated from EverQuote leads. During this presentation he’ll breakdown precisely how he’s been able to develop a sustainable approach to internet leads that costs $60,000 annually while generating $300,000 a year – not including referrals.

How Every Producer Can Close 100+ More Auto Policies BEFORE Year-End with Tim Lindon

Almost every P&C agent strives to sell more auto policies than their competitors. But before you can dominate...you first must understand the bigger picture – the current circumstances the industry and consumers are facing, and what has made writing more Auto policies such a challenge. During this webinar presentation former insurance executive and renowned sales coach Tim Lindon shows us how to simplify your strategy in order to revitalize your auto sales and close out the rest of the year with massive results.

After a successful career in leadership with one of the country’s top insurance companies, Tim has spent 25 years working with other agents improve their business outcomes. He currently works with over 3,200 Agents (and over 11,000 Sales Professionals) and is focused on helping other agents achieve the results they strive for. Is a 100% closing ratio on auto possible? Probably not, but Tim's strategy will show how to dramatically improve YOURS!

Leadership & Sales: How to Level Up Your Agency with Steve Wilmer & Steve Rozenberg (The Two Steves)

When it comes to leading their team, many agency owners conflate "managing" with "leading" – managers tell people what to do while leaders get people to follow them. During this presentation, sales and business leadership coaches the “Two Steves” – Steve Wilmer and Steve Rozenberg – give you actionable tips you can put in place to help better lead your team and grow your business in a sustainable way.

Steve Wilmer is a renowned sales coach, keynote speaker, author and president of the Risk Advisor Institute powered by Steve Speaks. He served our country as a United States Marine for 8 years and spent 10 years as a law enforcement officer before joining the insurance industry where he wrote over 100 life apps consistently each year. Steve Rozenberg is an international speaker who has spoken on numerous stages across the US, Australia, New Zealand and Europe. He has gone on to be one the most well-known influencers in Leadership Coaching.

How to Develop a HUGE Marketing Source from Community Involvement & Local Events with Chelsea Flores

While internet leads provide a huge source of business for insurance agents, some of the most savvy diversify their strategy, supplementing leads with other marketing sources – both traditional (referrals) and high-tech (like SEO). Join exclusive agent Chelsea Flores for this webinar where she walks us through how she has developed a highly profitable marketing source by nurturing relationships in her local area through events and community involvement.

Chelsea shares what she did to establish these relationships and run local events, and will provide an easy to follow blueprint that you can use to replicate her success in your community!

How to Overcome Customer Procrastination and Inaction and Create Urgency with Thomas Ntuk

One of the most frustrating (and all too common) issues insurance agents face is getting clients and prospects to take action. Some are procrastinating and giving excuses, some are just not motivated, but in all these case agents are dealing with a lack of urgency and clients who are putting off taking action.

During this presentation multiple-award-winning agent, author and speaker Thomas Ntuk shares practical steps you can take immediately to improve results with unmotivated clients and prospects. He shows how you can nudge clients to take action and get ambivalent prospects to stop procrastinating and turn into paying customers.

Top Recruiting Mistakes: Avoid These and Build a Championship Team in ANY Market & With ANY Budget with Alex Shattuck

When it comes to recruiting team members, many (if not most) insurance agents struggle. But it doesn’t have to be this way! During this presentation award winning agent, coach and author of Complacency Kills – Alex Shattuck – walks us through the most common recruiting mistakes insurance agents make and how you can avoid them. He also provides a simple blueprint you can follow to help build out a winning team no matter what your specific circumstances are.

How to Manage Leads for Maximum Revenue with John Sheridan & Bill Blaser (of Agency Performance Systems)

For most insurance agents, internet leads are a crucial means of acquiring new business. However, when it comes to putting in place the systems and processes required to maximize ROI on leads, many struggle.

During this webinar, renowned sales trainers John Sheridan and Bill Blaser of Agency Performance Systems (APS) show you straightforward systems you can use to immediately help improve your team’s quote and bind rates, # of multi-line policies written with leads, and your overall cost to acquire a new customer.

During this presentation they cover:

How to determine your lead processing capacity?
How many leads should you purchase?
What price should you pay for leads?

Final Expense Insurance 101 & Overcoming the Prepaid Funeral Plan Objection with Colton Brazier

Selling final expense and other life products to customers can be a challenge, especially when you're confronted with prospects who have already purchased a pre-paid funeral plan. Join funeral home industry expert Colton Brazier for this webinar with EverQuote where he breaks down the insider information he learned after years of working in the funeral home business. Colton gives you the real low down on pre-paid funeral plans and how you can educate your customers and overcome the objection "I already have a pre-paid burial plan."

What, the Health? Are Your Customers Insuring Their Greatest Asset? with Adam Herndon

For insurance agents focused on either P&C or life products, health can seem like an ancillary product that is firmly outside of your wheelhouse. But for savvy agents health insurance not only can help increase their overall revenue, but also lead to customers who are better served, more satisfied, and much more likely to keep their auto, home, and/or life policies with your agency.

During this presentation multiple MDRT and President’s Club award-winner, successful author, and 3rd generation insurance agency owner Adam Herndon walks through how you can add health to your sales process and work to educate customers on the importance of insuring their greatest asset – their health.

The Value of Financial Forecasting for Agents (and How to Get Started) with Club Capital

Many insurance agency owners come to the role with a high level of sales and customer service acumen. But when it comes to business planning, back office management and financial analysis, many agents find that resources and trust-worthy advice are hard to find.

Club Capital seeks to change that by offering tools and resources to help insurance agents take control of their financials and plan for a better future for their agencies. During this webinar hosted by EverQuote, Club Capital co-founders Devin Day and Micah Cannon discuss the importance of business planning. They cover how to create forward-looking financials so you can plan and make better decisions. Included in this discussion is how you can better plan for key agency initiatives like:

Hiring new team members
Investing in new marketing sources
Purchasing a new asset (building, vehicle, etc.)
Taking out a loan (plan for principal and interest payments)

The 7 Things I Wish I Had Known On DAY ONE of Opening My Insurance Agency with Scott Grates

The one question multiple-award-winning agent, author and speaker Scott Grates gets most often is… “If you could start all over again, what would you do differently?” During this presentation Scott answers this question and shares his 7 most important, common denominator success principles that have helped take his agency’s results to the next level (and that can help do the same for yours). All of Scott’s tips and techniques can be easily implemented in your agency immediately while dedicating no more than 7 hours of weekly work to consistently make it happen!

For over 25 years Scott has led nationally recognized sales teams in three different industries. Join EverQuote and Scott Grates so you can benefit from his wealth of knowledge and experience during this highly informative session.

How To Hire 3 HIGH PERFORMING Sales Superstars In Less Than 90 Days (GUARANTEED) with Vlad Cherchenko

Hiring top performers is a constant struggle for so many insurance agencies – it can feel like an uphill battle to find consistent, reliable team members, let alone sales superstars that can help take your agency to the next level. During this training, Insurance Sales Lab founder Vlad Cherchenko walks you through a process you can use to find, assess, and hire 3 top-performing sales A-players in less than 90 days - GUARANTEED. If hiring top talent is a struggle for your agency you should definitely make time for this training!

The Liability Wall: Learn the Simple Process You Can Use to Increase Your Sales Today with Randy Thompson

During this webinar lifetime President’s Club member Randy Thompson shows how you can increase your umbrella, home and life insurance sales today with a simple, yet powerful talk track and visual aid. Using Randy’s method allows you to very clearly illustrate the importance of having adequate coverage and reveal to your customer the pitfalls of hitting the “liability wall.”

Use Randy’s approach to walk customers through the exact outcome of what could happen to their assets without proper umbrella, home or life insurance coverage when they run up against “the liability wall.”

How to Increase Production TODAY By Leveraging Training Platforms with Thomas Ntuk

Increasing production can seem like a never ending struggle for insurance agents. But there are tools available that any agent can leverage to start increasing production today.

During this presentation, multiple-award-winning agent, author and speaker Thomas Ntuk walks you through:

How to select the tools and platforms that fit best for your agency
How to analyze your agency’s ROI
How to get past (but still learn from) previous negative experiences with training tools

Learn How One Agent Wrote Over 700 Life Apps in Just 1 Year With Transactional Selling with David Peterson

Join top performing agent David Peterson for a webinar presentation: “Learn How One Agent Wrote Over 700 Life Apps in Just 1 Year With Transactional Selling" hosted by Chandler Hahn.

David Peterson is a 2nd generation agent with 3 x offices in Texas, and has been in business for over a decade. During this webinar David shares the exact process he has used to write astronomical numbers of life insurance apps (over 700 in 2021 alone). He developed this process to make selling life insurance much more transactional and it has helped him see amazing results. Watch this webinar with EverQuote and learn how David has been able to achieve such impressive bound life policy numbers. If you're looking to improve your life sales numbers this is the webinar for you!

Insurance Hiring Strategies for Adapting to the New Employment Market with Jeff Sophiea

Join Jeff Sophiea of IdealTraits for this webinar presentation: "Insurance Hiring Strategies for Adapting to the New Employment Market."

In this candidate-driven market, Jeff will show you how how you can step into the candidate's shoes to really sell the career path and better understand what candidates want and what they are looking for in a role (ie. remote work, flexibility, etc.) Join Jeff and get some ideas and tactics you can use to improve your hiring outcomes almost immediately.

Scale Your Agency & Win The Numbers Game with Teresa Revels

During this webinar Teresa Revels (VP of Sales with Agency MVP) will teach you the secrets that top agents use to get more leads and close more deals in today's highly competitive insurance market including:

The #1 Reason Agents Hit a Growth Ceiling: everyone wants to sell more premium without hiring new producers. The key is knowing how to focus your time on the good leads and not wasting time chasing the bad ones.
The New Rules for Winning: find out where top agents are getting new leads today and the factors they use to determine who is most valuable and most likely to close.
How to Play the Numbers Game: see how advanced lead ranking and automation can give you an edge over the competition. Learn the key ROI metrics that you need to track daily to close more deals.
How to Automate Everything: learn how to automate your follow ups and set up workflows to dramatically increase quotes and sell more premium.

Having worked at a top agency herself, Teresa knows how to implement smart lead management systems and workflows. She has helped thousands of P&C agents sell more premium by identifying the prospects that are most valuable and most likely to close. Join this webinar to learn how you can employ these same strategies to grow and scale your agency, all while winning the "numbers game!"

Pivoting to Create Opportunity Through Customer Conversations (Even While Being Short-Staffed) with Thomas Ntuk

Join multiple-award-winning agent, author and speaker Thomas Ntuk and learn how to pivot your conversations and kick your agency's sales into high gear! During this webinar, Thomas shares a range of highly impactful ideas to help you (and everyone in your office) pivot more effectively. He will discuss:

Simple, practical, and proven methods to pivot consistently that are easily adaptable by new or old team members
How to assess how well everyone in your office is currently doing at pivoting
4 x simple ways you can effectively pivot conversations
3 x ways to overcome fear and reluctance to pivot

5 Systems & Processes You Can Implement Immediately to Yield Record Setting Results in 2022 with Scott Grates

Scott Grates started as a new market agent in a small, rural community. Over the past 12 years he's maxed all of his growth metrics and qualified for just about every award and company incentive offered annually.

Scott attributes much of his success to consistency and persistence with 5 key systems and processes that he shares on this webinar. NONE of what he will share is difficult to implement, but ALL of it will take your agency to the next level if you choose to take action on what you learn during this joint webinar with EverQuote.

30 Life Policies in 30 Days Challenge: Get Off to a HUGE Start in 2022 with Michael Weaver

During this presentation Michael Weaver covers how you can get your life insurance sales process on track by following his training and taking his challenge to write 30 life insurance policies in 30 days.

Michael’s presentation will focus on some of the most effective techniques for selling life insurance and how you can deploy those techniques to write huge amounts of life policies this year. Whether you’re working as a captive or independent agent, Michael's proven formulas and talk tracks can help you write more life apps and premium than ever before!

Building Your Brand Without Breaking the Bank with Danielle Waller

As the insurance market continues moving toward digital marketing & branding, agents who are able to build a strong online presence are finding incredible success. Agency owner Danielle Waller happens to be one of those! Not only has this approach saved her thousands of dollars in marketing but she has been able to grow her book from scratch to over $1 million – this is after only a year in business in a low premium market.

Join Danielle as she walks us through how she was able to brand herself online with such impressive results. From things like connecting with business owners, recruiting team in a competitive market & hosting large scale local events at her agency! She plans to share her top tricks and tips for those that want to take their agency to the next level in this new digital space.

Learn the Repeatable, Scalable System that Helped this Agent Grow an Acquired Book by $500k (in Just One Year) with Roosevelt Elivert

During this presentation, captive agent Roosevelt Elivert walks us through the systems that have allowed him to become a top agent for TWO DIFFERENT COMPANIES while maintaining incredibly high standards for both service and premium production.

Most recently Roosevelt acquired a book of business that had been virtually stagnant for 10 years, and in one year has grown that book by over $500,000.

In addition, Roosevelt shares insights gleaned from his experience working in a corporate leadership role with an insurance company in the Fortune 50. Join Roosevelt as he gives you the tools to be successful no matter what company you write for. Learn from someone that has actually done it and see how you can take his lessons to apply them to your agency (no matter what company you work for)!

How to Set Your Agency Up for a HUGE 2022 with this Simple Formula with Scott Grates

With 2022 right around the corner it's officially planning season! If you are an Agent determined to dominate in 2022, there is no doubt that you'll need maximum production from each of your Team Members. Join multiple award-winning agency leader and coach Scott Grates and learn how to get there!

For Scott every desk inside of an agency should be viewed as a profit center. The Team Member who sits there is the "CEO" of that desk and as CEO they must create a business plan for success. On this call Scott takes you through the process of how to accomplish this and even provide you with the planning template.

Following this formula has allowed Scott's agency to max auto & fire PIF as well as travel every single year since opening scratch in 2009. Ultimately your agency's success in 2022 will simply be a sum of each Team Members results. Watch Scott's webinar and have a plan to get them there!

Hit Your Year End Targets: How to Write More Life and Close Out 2021 Strong! with Thomas Ntuk

As the end of the year approaches many agents start to feel a sense of urgency when it comes to hitting their year end targets. If you’re looking for ways to close out the year strong, join multiple-award-winning agent, author and speaker Thomas Ntuk for this joint webinar with EverQuote.

During this webinar, Thomas will share a range of highly effective ideas you can use to help you get more life apps and ultimately drive in more life premium over the final stretch of the year. If you’re working to close out the year strong and exceed your goals, right now is the perfect time to shift your strategy into high gear. In this presentation Thomas shows you how to do just that in his trademark easy to understand approach that makes his presentations so effective.

Want to Increase Your Agency's Income? Learn How With the Income Action Plan with Jordan Stupar

Join renowned sales trainer Jordan Stupar – founder of Stupar Sales Academy – as he shows us his "Income Action Plan" – a simple way to reverse engineer your or any of your team members' commission goals with one simple document you can use over and over again.

Jordan breaks down his easy to follow process, starting with how much you (or a team member) seek to earn in commission, and then determining the daily activities and goals you need to hit to achieve your goal.

Learn How Adding Mortgages Supercharged My Agency’s Growth (with the Rocket Pro Mortgage Alliance) with Dave Christy

In the highly competitive landscape of the insurance industry, top performing agents are always looking for ways to increase revenue and better retain customers. Over the past two years, we’ve seen many successful agents turn to mortgages, giving customers access to a “one-stop shop” for insurance and mortgage solutions (and driving more revenue for the agency).

During this presentation, lifetime President’s Club and MDRT member Dave Christy shares details about getting certified to add mortgages to your agency’s offerings and how doing so has helped his agency reach new heights of success. Dave covers how he became certified with Rocket Pro in April of 2020 and achieved #1 producer for his company by the year’s end. He also discusses the process, the income generated and his other lines of business that benefited from this new partnership.

Follow this Word For Word Script To Cross-Sell Life Insurance To Existing Clients with Vlad Cherchenko

When it comes to selling insurance, the pivot to life can seem challenging to many agents and producers. Whether it’s working with an auto insurance customer or having a service conversation with a current home client, cross-selling life to existing clients is a crucial revenue driver for some of the most successful agents in the industry.

During this webinar, Vlad Cherchenko (founder of Insurance Sales Lab) walks you through his step-by-step script for cross-selling life to existing clients. You’ll learn the exact word tracks that you can use to start selling more life today!

Stop Chasing Business and Start Attracting It with Patrick Blevins

This presentation from multiple-award winning agent Patrick Blevins, walks through the entire prospect appointment process – from how to find prospects and customers that are the right "fit," to how to better communicate what we do as insurance agents (and how we do it), and how it generate a better overall experience for both us and our customers!

Patrick is a second generation insurance agent and a nationally recognized strategic planner and consultant. His impressive career has placed him annually in the top 1% of his peers worldwide. He has earned President's Club and MDRT recognition consistently.

How I Took My Agency from Zero to Multiple Award Winner in One Year with Chad Sittig

As one of the top insurance agents in his State with his company, Chad Sittig has written millions of dollars in business and has won countless awards. However, Chad wasn't always this successful. After opening his insurance agency in 2008, he didn't find immediate success. In fact, Chad initially struggled to grow his agency and he went his first 6 years without winning any awards, perks, or trips from his carrier.

BUT after 6 years of treading water, Chad completely changed up his game plan. Within just one year he went from winning zero awards to winning some of the most coveted awards with his company. He's now #1 with his carrier in Life and #2 in Health in his State and has won a plethora of awards.

During this webinar, Chad shares:

How he decided to become "CEO" of his business and ultimately was able to make more money
How he used a formula to change the mindset of his team and drive more activity
How he has helped other agents go from zero to award-winners in just one year! and much more....

Insurance Power Scripts that Will DOUBLE Your Results with Scott Grates

The right insurance sales scripts can help turn average performing sales producers into rock stars! Since opening his agency in 2009, Scott Grates has won numerous awards and has become a well known insurance coach and speaker. During this presentation he shares the scripts that he uses with his team and that have helped his agency achieve such consistent success.

Join Scott for this joint webinar with EverQuote and learn how you can DOUBLE your production with these powerful talk tracks today!

5 Crucial Objections Insurance Agents Miss (and How to Handle Them) with Jordan Stupar

Join renowned sales trainer Jordan Stupar – founder of Stupar Sales Academy – for this joint webinar with EverQuote focused on 5 crucial objections that insurance agents and sales producers tend to miss when selling to a prospect. During this presentation Jordan walks you through these 5 x objections and how you can overcome them.

Without the right training, objections from an insurance prospect have the potential to stop a sales producer in their tracks. However, with the proper approach, objections are not the end of the conversation. In fact, objections can actually help a sales producer get to the heart of the matter and have a candid discussion about the prospect's insurance needs. Join Jordan Stupar and learn how you can turn objections to sales today!

Sell More Life: Get Geared Up for Life Insurance Awareness Month with Michael Weaver

With Life Insurance Awareness Month right around the corner, join award-winning agency owner and trainer Michael Weaver for this webinar presentation with EverQuote which focuses on a range of different effective techniques and sales tips for selling life insurance.

Whether you’re working as a captive or independent agent (or sales producer), Michael's proven formula can help you write more life apps and premium than ever before! He also shares a life illustration (that anyone can use) which has helped him close massive amounts of business.

How to Double Your Auto Conversion (Even When Your Rates Are Higher) with Thomas Ntuk

If your rates are often higher than your competitors, selling auto insurance can feel like an uphill battle. However, with the right sales strategy you can significantly increase your auto conversion rate even if your rates aren't always the lowest. Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on how to double auto conversion at your agency!

During this joint webinar with EverQuote, Thomas shares four key questions that you should be asking every auto prospect to help improve your chances for conversion and start improving your auto results almost immediately. Join Thomas and EverQuote and learn how you can start binding more auto business and generating more profit today!

Financial Services Made Easy: Life & Health Word Tracks to Simplify Your Processes with Tom Williams

Join Tom Williams –owner of Sales Leader Consulting, and the creator of the Million Dollar Playbook– for this joint webinar with EverQuote focused on how agents and sales producers can increase their financial services sales almost immediately.

Tom has 8 years as a sales coach and 20 years in the mortgage industry, and has managed a Chairman’s Circle and MDRT-awarded captive insurance agency. During this presentation he shares:

Highly effective Health, Life and Mortgage sales word tracks
How to leverage tax-free retirement assets
How agents can get licensed for mortgages
How to leverage credit repair services to help renters obtain a mortgage, and much more!

How to Sell Life Insurance the Right Way with Tyler Bullington

It’s no secret that many P&C focused insurance agents struggle when it comes to selling life insurance. However, with the right sales approach, life products can represent a huge source of revenue for your agency.

During this webinar, multiple President’s Club and MDRT qualifier Tyler Bullington shares his highly effective sales process and strategy for selling life. This strategy has helped Tyler qualify for Presidents Club recognition in life year after year. Join us and see how you can improve your life sales and be on your way to achieving similar results!

Insurance Retention Strategies: Turning Leads Into Lifelong Customers with Michael Weaver

During this joint webinar presentation with EverQuote, award-winning agency owner and trainer Michael Weaver shares his most effective techniques for converting insurance leads and prospects into lifelong customers! Following Michael's proven formula can help your agency increase its ROI by improving overall retention.

Michael works with multiple agents that have more than doubled their production using his value based sales process (there are others who have increased production by more than 4X just in the last 6 months). If you’re looking for ways to improve your retention rate and ROI on leads, this is the webinar for you!

The Day-to-Day Formula for Managing a Successful Insurance Agency with Dan Combs

Have you ever wondered what highly successful agents do on a daily basis to run their offices? If so make join EverQuote for this presentation focused on the day to day activities and tracking metrics that lifetime President's Club member (and agent of over 42 years) Dan Combs employs at his office.

Dan's presentation also features his office manager, who breaks down everything that they track from both the office manager level and from the agents point of view. They also discuss how they schedule team meetings, awards and motivation for team members, and how they employ accountability partners and groups to help drive results. Join Dan Combs and learn some highly effective strategies from a top agent that you can employ immediately at your office!

Finding, Hiring and On-Boarding Rock-Star Producers: Get New Hires Contributing 60+ New Apps/Month Within Just 60 Days! with Andy Arter of Team Hired

It's no secret that hiring sales talent that performs consistently is a constant challenge for many insurance agents. Between turnover, new hires that don't work out, licensing issues, and training, the likelihood of not only finding a talented sales producer, but of training them and getting them fully integrated into your agency's sales process can prove exceedingly difficult.

If you're looking for ways to improve your results with new hires, this is the webinar for you! Andy Arter of Team Hired covers not only how you can identify and hire top sales talent, but also the most crucial piece – getting these new hires on-boarded and performing. If you've ever been frustrated with the hiring and on-boarding process, make sure to join this free webinar.

Learn the Word Track for Multi-Lining Auto Leads That Can Help You Boost Your Sales TODAY with George Georgopulos

For many of the top P&C agents in the country, effectively selling clients multi-line policies is absolutely vital to their agency's continued success. Agents will purchase auto leads and then expand the conversation to cover home, boats, RV's, motorcycles, life, health, and other insurance products that align with the customer's needs.

If you're looking for ways to improve your multi-line sales process, this is the webinar for you! George Georgopulos is a 2nd generation agent, Presidents Club qualifier and respected insurance sales coach who has personally coached over 1,500 agents.

During this presentation George shares his highly effective word tracks for multi-lining auto leads. By implementing these tried and tested work tracks, you can very quickly start seeing increases in your per household and overall sales! This webinar is appropriate for both agency owners and sales producers looking to improve their multi-line sales.

Insurance Talk Tracks and Scripting 101 with Mansour Hasan

Join multiple award-winning agent Mansour Hasan for this webinar focused on how to build the foundation of an insurance sales process by constructing exceptional talk tracks and scripts for producers to follow. High quality sales scripts not only help maintain a consistency of process and allow new team members to get up to speed and generating revenue quickly. If you're looking for talk tracks that can help take your agency to the next level, this is the webinar for you.

How Insurance Agents Can Maximize Their Potential (and Profit) and Execute on It with Adam Herndon

During this webinar, multiple MDRT and President’s Club award-winner, successful author, and 3rd generation insurance agency owner Adam Herndon shows you a unique 5 step methodology to avoid mediocrity and become the dynamic agency owner you want to be.

One of the secrets to Adam’s success as an insurance agent is his continued focus on honing his craft. He takes the mindset that every job and regular task you do, can (and should) be improved by constantly honing your craft.

If you’re not working on improving your insurance proficiency at your daily tasks, you’re missing out on a huge opportunity. Join Adam Herndon and learn how you can improve your craft and maximize your potential today!

The 4 Crucial Steps Every Insurance Agent Should Take to Improve Customer Retention with Thomas Ntuk

Agents tend to spend a lot of time and money on obtaining new business. But many are losing out on significant revenue by not having a strong retention strategy in place. Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on how to drive maximum customer retention at your agency!

During this joint webinar with EverQuote, Thomas shares 4 critical steps that you can take immediately to start improving your customer retention.

And these adjustments can yield huge results, allowing agents to grow up to 50% MORE with an effective retention strategy in place! Join Thomas and EverQuote and learn how you can start retaining more business and generating more profit today!

How Agents Spend Over $20k A Month On Leads, And Still Remain Profitable with Vlad Cherchenko

If you’ve ever wondered how some agents justify spending over $20k a month on leads (even though they don’t have a big book of business), then this webinar will show you exactly why agents do that! Join Insurance Sales Lab founder - Vlad Cherchenko - as he shares a very unique way that some agents calculate the return on their investment when it comes to buying leads.

During this training, Vlad will walk you through the math on how to:

Establish your marketing budget
Determine the number of leads you need to buy to achieve your production targets
And much more!

Increase Your Bind Rate TODAY With These Closing Techniques and Scripts with Michael Weaver

Join award-winning agency owner and trainer Michael Weaver as he shares highly effective closing techniques that can help you bind more business almost immediately! He also shares 12 scripts focused on one of the areas that insurance sales people often struggle – closing the sale.

Michael works with multiple agents that have more than doubled their production using his value based sales process (there are others who have increased production by more than 4X just in the last 6 months). If you’re looking for ways to improve your close rate this is the webinar for you!

Double Your Health Production Through P&C Sales In One Conversation with Tyson Luthi

For many P&C agents, health insurance can seem like an ancillary, non-core product that they may occasionally write for customers. However, with the right sales strategy, health can be a significant source of revenue – even for agents who primarily write home and auto.

With almost a decade running a successful captive insurance agency, Tyson Luthi walks through his proven script and process for upselling and cross-selling health policies with insurance leads (and existing customers) primarily shopping for auto and home. This presentation is ideal for agents looking for ways to drive additional revenue from existing books of business or leads.

See How This ‘6-Step Script To A One Call Close’ Lets P&C Insurance Agents Write 100-300 Policies A Month with Vlad Cherchenko

Back in 2014, Vlad Cherchenko got into the insurance industry without having any phone sales experience. Within 9 months of being a sales producer, he developed a sales process that helped him consistently write over 150 policies a month as a single producer!

This webinar cuts right to the chase and reveals how many other insurance agents consistently write 100-300 policies a month by using this sales script. Don’t miss out on this amazing opportunity to learn this powerful insurance sales process and script!

The Secret of Consistent Agency Growth: Retention with Dave Christy

It’s no secret that for insurance agencies, production + retention = growth. However, many insurance agents focus almost exclusively on the production aspect of the equation, neglecting the importance of retention. If you’d like to learn how to retain more business (and drive serious growth), join lifetime President’s Club and MDRT member Dave Christy for this free joint webinar with EverQuote. During this webinar Dave shares his “secret sauce” for keeping business and driving impressive growth year after year.

Learn How a Top Agent Recruits and Develops New Hires with Heather Powell

Join top agent Heather Powell as she shares some of the strategies she’s used to recruit top insurance sales talent and develop team members into rock stars!

During this webinar, Heather describes her process for recruiting (and developing) top talent and some of the major lessons she’s learned along the way. She also breaks down her training process and how she’s able to identify top producers and reliable office staff and get them quickly and effectively integrated into her proven system.

Learn This Top Agent's Playbook to Win Every Day with Scott Grates

It's no secret that leaders and top performance in EVERY industry simply think differently than their peers. The best of the best understand that success isn’t a 9-5 job, but rather a series of intentional actions and activities 24/7. Join top insurance industry performer and coach Scott Grates as he shares his “Win Every Day Playbook.”

Scott dives into the six core daily disciplines that will lead you and your team to improved health, happiness and ultimately greater results. What do health, happiness and mindset have to do with peak performance as an insurance producer? EVERYTHING! Join us and learn how you and your team can also start Winning Every Day!

Boost Your Life (and Health) Sales TODAY With This Simple Strategy with Thomas Ntuk

Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on a simple strategy you can implement TODAY to increase your Life and Health sales.

Thomas shares how you can start increasing your life and health sales almost immediately! Join Thomas Ntuk and learn what you can be doing to sell more life (and health) insurance in 2021!

The Critical Steps of a Value Based Sales Conversation with Michael Weaver

Join award-winning agency owner and sales trainer Michael Weaver for this presentation which breaks down all the crucial steps that are part of a value based insurance sales conversation – from the elevator pitch, to finding the prospect’s “hot button” (pain or true buying motivations), making the presentation, to presenting value statements and some of his favorite closing techniques.

After starting his own scratch agency in April 2014, Michael Weaver has grown to be in the Top 50 of over 19,000+ agents with his company. During this webinar Michael shares some of the secrets to his sales process and how he is able to frame sales conversations in terms of value.

The Rock Star Referral Process with Scott Grates

Turn your Agency staff into Rock Stars when it comes to receiving referrals! We all know that referrals check every box there is when it comes to ROI. They cost very little (sometimes nothing) to acquire, they close at high conversion rates and they tend to stay in your book of business longer!

Learn how top Agent and sought-after industry coach Scott Grates earns 1,000 referrals annually in a town of only a few thousand and with a team of 3 full time and 2 part time team members.

Learn How You Can Obtain 400 New Referrals This Year with Thomas Ntuk

Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on how to create more new referrals for your agency! Thomas discusses strategies you can use to start increasing your amount of referrals almost immediately. Join Thomas Ntuk and learn what you can be doing to increase your referral business and drive in 400+ referrals in 2021!

How to Follow Up Like a Pro (and Close More Sales) with Andy Arter of Team Hired

Our friends at Team Hired recently brought on Andy Arter to join their company as National Sales Director. Andy was formerly Sales and Marketing Manager with Grant Cardone and brings years of inside sales experience! During this joint EverQuote + Team Hired webinar, Andy shares powerful information that you can implement right away in your agency, focused on how to follow-up better to close more sales and convert more leads! This is an ideal presentation for insurance agents or producers looking to improve their overall results with leads.

How Effective Communication and 3 Simple Activities Can Drive MASSIVE Results with Michael Weaver

Join award-winning agency owner and sales trainer Michael Weaver for this presentation focused on how effective communication with your team and focusing on 3 simple daily activities can drive MASSIVE results for your agency!

After starting his own scratch agency in April 2014, Michael Weaver has grown to be in the Top 50 of over 19,000+ agents with his company. During this webinar Michael shares some of the secrets to his success including:
- His weekly one on one strategy
- His approach to daily team huddles
- The importance of effective internal communication in an insurance agency
- The 3 activities he aims for every day
- And much more...

Building a Championship Office Culture with Scott Grates

It’s less about the paycheck than you were brainwashed to believe! Join top performing Agency leader Scott Grates as he debunks the myth that high-end compensation packages are the only way to attract the best talent and keeps teams motivated.

In fact, stats and scientifically proven data show otherwise! The highest producing teams in America desire purpose and meaningful work over money. During this joint webinar with EverQuote (and hosted by Chandler Hahn) Scott shares with you how he leads his team to passionately pursue their purpose. The ultimate goal is to win as a team. This is achieved by creating an office culture of respect, accountability and doing work of significance. Oh, and having some fun along the way!

Maximizing Sales by Transforming Your Team Members from Reactive to Proactive Using the Focus of 3 with Freddie Villacci

For lifetime President's Club member Freddie Villacci, the success of an insurance agency is built upon a foundation of team accountability! Join Freddie for this webinar where he walks through his strategies for maintaining a high level of accountability from his team members. Freddie shares exactly how he is able to create a culture of accountability that helps drive sales performance, making Freddie's office a perennial MDRT and President's Club winner.

Understanding Insurance Shoppers in 2021: Research Insights with Nicole Stern, Carolina Rago & Lauren Schechinger of EverQuote

Join Nicole Stern, Carolina Rago and Lauren Schechinger of EverQuote as they share illuminating findings and insights culled from a research project they conducted focused on insurance consumers and how they shop for insurance. Nicole, Carolina and Lauren discuss some of the surprising and illuminating insights that they learned from working closely with insurance shoppers, and how agents can apply those insights to more effectively reach and serve their customers (and potential customers). This is a can't miss presentation for insurance agents and team members looking to better understand what is driving insurance shoppers in 2021.

Want to Sell More Life Premium? / The Cost Effectiveness of Outsourcing with Kirk Baker

Join lifetime MDRT and President's Club member Kirk Baker for this joint webinar presentation with EverQuote (and hosted by Chandler Hahn) focused on tips and techniques for increasing your life insurance sales. When it comes to life sales, Kirk has consistently been a top performer with his company, winning awards year after year. During this presentation he shares his approach to life insurance sales and how he has been able to achieve such consistent long term success. Kirk will also discuss the cost effectiveness of outsourcing and help you determine if it's something that can benefit your agency.

Paycheck Protection Plan Updates: Loan Forgiveness & 2nd Round Update with Club Capital

Join Club Capital – a unique full-service accounting and analytics firm specifically serving insurance agents with everything from payroll and benefits management to bookkeeping and taxes – for this webinar focused on the latest updates to the Paycheck Protection Plan passed by the US Congress in December 2020. Micah Cannon of Club Capital covers:

Round 1 Forgiveness (timing & tax implications)
Round 2 of PPP (eligibility & how to apply).

This is extremely informative for agents who received round 1 funding, agents who didn't receive round 1 funding but are looking to gain access to funds in round 2, and agents who received funding in round one BUT saw a 25% decrease in revenue in at least one quarter from 2019 to 2020.

How a Successful Morning Leads to a Successful Business with Michael Weaver

For award-winning insurance agent Michael Weaver, success starts in the morning! Join Michael for this webinar where he walks through his strategy for using a daily morning routine to drive performance and accountability from every team member. During this webinar Michael will cover:

How great habits turn into great routines
Morning routine ideas
Starting off the day with integrity
How your habits define you and your business
And much more...

How to Create a Culture of Accountability for Insurance Agents and Team Members with Scott Grates

Join multiple award winning captive agent Scott Grates for this webinar presentation focused on creating a culture of accountability at your insurance agency. Scott focuses on strategies you can use to not only hold producers and staff members accountable, but to foster a self-motivating culture of accountability where team members hold themselves and their colleagues accountable. Scott also discusses how important it is for agents to also hold themselves accountable and model accountability for their teams.

Use Umbrella Policies to Open Up a Floodgate of Referrals From Financial Advisors with Thomas Ntuk

Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on leveraging umbrella policies to help establish referral generating relationships with financial advisors and CPAs. Thomas shows you how to connect with local financial professionals and show them how important having an umbrella policy can be for their clients (and how it can even help protect the financial advisor from potential litigation). This webinar is ideal for P&C agents looking for additional revenue streams - let Thomas show you how to create relationships with financial professionals that can become referral generating machines!

Homeowner Delivery System + The New Mortgage Insurance with Scott Foster

Scott Foster has virtually unmatched credentials when it comes to captive insurance agents. Along with his partner Steve Cannon (at the Foster Cannon Group), they have a combined total of 70 MDRT qualifications, 129 President’s Club recognitions, and over 71 years of combined experience as agency owners. During this webinar (hosted by Chandler Hahn) Scott discusses how to manage the homeowner delivery system and get on the road to success promptly. No trial and error, just fantastic results for you and your agency! Scott will also cover his new mortgage insurance process.

See The Exact COMPENSATION PLAN That Insurance Agents Use To Maximize Their Team Member's Performance (And Make A Return On Their Investment As Quickly As Possible) with Vlad Cherchenko

Vlad Cherchenko began his insurance career back in 2014 and within 9 months developed a sales process that helped him consistently write over 150 P&C policies a month as one producer. Over the last four years, Vlad has been working with some of the biggest captive agents and independent brokers, helping them hire "A-Players" and implement his sales process in their agencies so their team members could write 100+ policies a month. During this training, Vlad walks you through a compensation & bonus plan that insurance agents use to maximize their team member's performance and make a return on investment as quickly as possible.

How to Sell Life, Health, & Umbrella Policies Using the Life Expectancy Table with Thomas Ntuk

Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on selling life, health and umbrella policies. Thomas discusses strategies you can use to increase your life and umbrella policy sales by leveraging the life expectancy table to illuminate for prospects how crucial insurance is to protect their family's future. Join Thomas Ntuk and learn what you can be doing to increase your life, health and umbrella policy sales!

5 Proven Strategies to Hire A Players in Any Market with Kevin Mlynarek

Kevin Mlynarek opened his first scratch agency in March 2007 and during his first 10 months quickly rose to the top earning "New Agent of the Year" award and Top 1% in the country. Since 2007, he has opened up 4 additional start-up locations in 2008, 2009, 2011 and 2014. Kevin has generated close to $20 million in organic growth in their first 11 years. Kevin attributes his success to his outstanding staff and providing 1st class customer service every day and community involvement. He is known as the "Insurance Hiring Expert" and is the co-founder IdealTraits online personality assessments which has helped over 9,500 Insurance agents nationwide hire more than 40,000 staff members with their hiring process and employment selection needs. Join Kevin for this webinar where he will share his best practices for hiring top notch candidates you can employ at your agency!

Learn How This Captive Agent Tripled Production With One New Product Interview with Agency Owner Marc Fragos

Join EverQuote for this powerful interview with captive agent Marc Fragos. Marc started his agency in April 2020 and initially struggled to find the right strategy. This all changed when he was introduced to EverQuote's new Lead Connection Service (LCS). Since starting with LCS, Marc has seen impressive results. In fact he's already seen a 3X increase in new business premium and had his biggest month ever.

The Importance of Team Meetings and Effective Goal Setting Can Drive Huge Results with Scott Foster

Retired agent Scott Foster almost needs no introduction. He’s a lifetime President’s Club member (he qualified for President's Club over 80 times!), has been in the top 10 life agents (with his carrier) every year of his 40+ year career, and spent 24 years as the #1 life agent and 21 years as the #1 multiline agent at his company. Join Scott for this webinar focused on how to run effective and efficient daily team meetings and how the "Daily Huddle" is crucial when it comes to ensuring your team is aligned and ready to win the day!

How This Top Agent Works Auto Leads with Michael Church

Join captive agent Michael Church for this webinar focused on optimizing your internet lead process! With two office locations and a team of producers working for him, Michael has developed and refined a highly effective process for working auto leads. Watch now and find out what his team is doing to help maximize their results with auto leads.

Transform Your Agency Services to Discover Hidden Revenue with Thomas Ntuk

Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on transforming your agency services into a revenue generating machine! For many insurance agents, agency services can seem like an unavoidable nuisance. But with the right strategy agency services can be a source for "hidden" revenue. Join Thomas Ntuk and learn what you can be doing to turn agency services from time suck to premium creator!

Using Social Media to Drive Leads & Referrals for Insurance Agents with Michael Weaver

During this webinar, award-winning captive insurance agent Michael Weaver walks us through how he's able to use social media to generate organic leads for his agency! Michael also covers his highly effective strategy for generating referrals from new and existing customers. If you're using social media but it's not generating significant business for your agency or if you're looking to increase your customer referrals, this webinar is for you!

Turning Internet Leads Into Multi-Line Opportunities w/ Caitlyn Garlock

After serving in both the California and Nevada insurance markets as a captive agent, Caitlyn Garlock knows how to optimize lead success in the insurance agency. She has grown both scratch agencies and traditional book opportunities using leads as a core marketing tactic. The key? Multi-lining every opportunity! Watch this webinar and learn how to train your team to multi-line the opportunities as they come in and optimize the leads to maximize your budget and ROI.

Life Insurance Sales: Do You Need Illustrations to Sell Life Insurance? No! with Thomas Ntuk

Join multiple-award-winning agent, author and speaker Thomas Ntuk to learn how during this webinar focused on selling life insurance. This presentation is ideal for P&C focused agents who are looking to increase their life sales. This presentation focuses on perfecting your life insurance sales pitch and avoiding some of the common pitfalls that agents fall into. Thomas covers:

Why life insurance illustrations are costing YOU sales
A simple and effective way to present four life policies on one page
How to insure easy adoption and full “buy-in” from your sales producers
How one page can replace 36 pages of illustrations when it comes to explaining life insurance products

The Business of Life / Executive Bonus 162 Business Owners with Steve Cannon

Steve Cannon has virtually unmatched credentials when it comes to captive insurance agents. Along with his partner Scott Foster (at the Foster Cannon Group), they have a combined total of 70 MDRT qualifications, 129 President’s Club recognitions, and over 71 years of combined experience as agency owners. During this webinar Steve Cannon discusses strategies for having discussions with business owner clients and prospects about life insurance planning and Executive 162 bonus plans business owners can use to attract and retain key employees.

Learn How This Captive Agent Wrote $92K in His First Two Months From One New Product – An Interview with Agency Owner Zach Vaswani

Join EverQuote for this powerful interview with captive agent Zach Vaswani. Zach spent a number of years as a Sales Manager at EverQuote. After seeing the success agents were having using EverQuote, he decided to take the plunge and open up his own Agency in the Summer of 2020. Since opening, Zach is crushing his Sales goals! Zach shares how he's been able to achieve such jaw-dropping success and how EverQuote's Lead Connection Service has helped him write $92,000 from EverQuote leads in just his first two months as an Agency Owner!

The Mathmatically Perfect Insurance Comp Plan with Seth Preus

Join Seth Preus - RacingSnail co-founder and senior advisor at Mivation – for this webinar focused on how to devise an effective compensation plan for your insurance agency. Seth discusses how important it is to develop a compensation plan that fits your specific agency and market, and how you can use that comp plan to help drive results. Watch our webinar and learn how the right compensation plan can both motivate team members while still holding them accountable.

Insurance Sales Process: Part 6 (Yellow Brick Road Parts 11 & 12) with Kirk Fuqua

As an author, agent and insurance sales trainer with 10+ years as an agency owner on both the captive and independent sides, Kirk Fuqua knows the insurance business. Please join Kirk Fuqua for for sections 11 and 12 of his 12 step Yellow Brick Road P&C conversation. During this session Kirk will cover:

How to overcome any final objections
How to adjust the quote if needed
How to get the payment information

Emotional Intelligence and Insurance Sales: How to Sell More Policies Without Actually Selling with Scott Grates

Join multiple award winning captive agent Scott Grates for this webinar presentation focused on using emotional intelligence to improve your sales results. Scott focuses on how to understand what really drives insurance buyers and how you can help comprehend the emotional buttons that drive clients to make buying decisions. If you're looking for ways to improve your sales process and bind more policies, join Scott to learn how you can improve your emotional intelligence and in turn grow your book of business.

BIND 2020 - Value Selling 101: Bundling & Selling on Coverage - Not Price with Craig Wiggins and Joseph Puckett

What if we told you that price is not a factor when it comes to getting more sales? Craig Wiggins built his $36,000,000 insurance agency by teaching his producers to sell insurance to more clients (regardless of price) by leading with liability coverage and bundling entire households —> auto + property + umbrella + life. Joseph Puckett runs Craig’s four agencies and also Craig Wiggins Coaching which helps 1,300+ agencies and over 8,000+ users all across the country learn how to sell value and not price and how to win more clients writing their entire household. Craig and Joseph share their best tips that you can start implementing in your agency right away. Start winning more clients regardless of price and grow your book to maximize your compensation and bonus opportunities!

BIND 2020 - Building Connections to Success with Perry Olson

Perry will challenge, motivate and entertain you with his fast paced and powerful message about unleashing the full potential of your agency in your community You will be challenged to reconsider conventional thinking about “opportunity” and walk away with practical ideas on how to take advantage of opportunities that exist in every single community. Perry’s personal story and journey to become a DOUBLE Trophy Winner by taking both his agencies to the Top 10 in the nation will inspire you!

BIND 2020 - Connecting During Unconventional Business Hours to Maximize Revenue with Eric Hardiman

Eric’s agency is open 8:00 AM-10:00 PM seven days a week. That's right - he's open seven days a week, fourteen hours a day, until 10:00 PM!! Watch this presentation as Independent Agent, Eric Hardiman, discusses exactly why he chooses to operate each and every day of the week between those hours. Eric discusses how he's able to both serve underserved segments of consumers AND employ strong candidates who might be overlooked by others due to their need for flexible work schedules. Eric also walks you through his strategies for managing staff and maximizing performance during these extended hours and how he keeps his business running smoothly.

BIND 2020 - Agent Dustin Wadlow Talks About His Incredible Results With EverQuote's Lead Connection Service

Captive insurance agent Dustin Wadlow shares his experiences with EverQuote's Lead Connectin Service (LCS). Dustin explains how he went from $8,000 to $40,000/month in average premium in just a few months with EverQuote's Lead Connection Service (LCS) and how his process (including LCS) is now taught to every new agent in his District!

BIND 2020 - Taking 10 Everyday Service Calls and Turning Them into 3 Real Sales with Role Play at the Olson Agency

There is so much opportunity in our everyday inbound service calls! For over 20 years Jeremy Olson has been a very "in the trenches" agency owner, he loves talking to customers! Role Play at the Olson Agency has tracked his results from the beginning, and can safely say that if this process is followed, you will start turning these calls into opportunities to better protect your customers immediately. Payments, add cars, change cars, address changes, many agencies think of those as time-consuming, but Jeremy's team turns these all into sales every day! Watch this session to learn how!

BIND 2020 - Keynote Presentation: Using the 93% Rule to Build Connections with Greg Gray

Now more than ever, staying connected with consumers, teammates and colleagues is beyond important whether it is in person or digitally. Studies have shown that when others listen to us, only 7% of what they “hear” is words. That means that “93%” of what they “listen” to is our tone of voice and body language. In this keynote, Greg takes a look at some common applications and misapplications of “The 93% Rule” in personal and professional interaction. “The 93% Rule” is a message that everyone should “hear” and “listen” to. Understanding the power of tone of voice and body language will help you better understand what people really connect to.

BIND 2020 - Opening with EverQuote's Agency GM Nick Graham

EverQuote's General Manager of Agency - Nick Graham - kicks off BIND 2020, EverQuote's First Annual Virtual Conference.
Nick provides insight into EverQuote's founding, mission and how the EQ staff assists agents in their growth.

BIND 2020 - Freedom to Sell: Growing your Business w/ EverQuote's Lead Connection Service with Billy Hubbard + Anushka Nadarajah

Learn how EverQuote’s newest product offering – Lead Connection Service – can help you scale your business and unlock ROI. With Lead Connection Service, a topnotch telemarketing team will work your leads for you. It’s like immediately adding expert telemarketers to your staff, so your producers can focus on selling. You’ll learn how this product works, the impact it can have on your business, and hear from agents how the product has supercharged their growth.

Life Insurance 101 with Scott Foster

Retired agent Scott Foster almost needs no introduction. A lifetime President’s Club member (he qualified for President's Club over 80 times!), Scott was in the top 10 life agents (with his carrier) every year of his 40+ year career, and spent 24 years as the #1 life agent and 21 years as the #1 multiline agent at his company. It’s fair to say that Scott is probably one of the most successful captive insurance agents of our time (particularly when it comes to selling life). Join Scott for this webinar 100% focused on life insurance and life insurance sales. Scott shares his approach to selling life insurance and discusses some of the secrets to his longterm success.

Converting Term Insurance Policies to Permanent with Thomas Ntuk

Are you converting ONE out of every THREE term insurance policies to PERMANENT? Join multiple-award-winning agent, author and speaker Thomas Ntuk to learn how during this webinar focused on selling permanent life policies. Thomas' presentation covers how to discuss converting term policies to whole life - when, why and how to bring it up with your customer or prospect. This presentation is ideal for P&C focused agents who are looking to increase their life sales.

Life Insurance, Life Insurance and More Life Insurance! with Bill Whitley

Join Bill Whitley, CEO of Risk Advisor Institute, for this webinar focused on strategies for selling more life insurance. Bill is a nationally recognized speaker, consultant, and author who specializes in helping insurance professionals get to the next level by attracting more clients, closing more sales, and deepening client relationships. Many of his unique sales and customer loyalty concepts are derived from Bill’s personal experience as a top-echelon sales executive who achieved and maintained an 80% presentation-to-close ratio.

Hiring & Inspiring Vs. Tiring & Firing: Retention for Insurance Agents with Dick Biggs

With 30+ years of delivering customized leadership training to insurance agents (including authoring a successful book with Scott Foster on insurance agency leadership), Dick Biggs is an expert when it comes to what it takes to lead an insurance agency on the path to success. During this webinar, Dick will focus on hiring and employee retention best practices for insurance agents. He will discuss how you can optimize your hiring and recruiting plan to help ensure you're hiring team members who will retain and help take your business to the next level.

Training, Equipping, and Caring for our Business and Our Team During COVID 19 with Kevin Patton

Join lifetime President's Club and MDRT agent Kevin Patton for this timely webinar focused on how to best care for your business and team members during the COVID-19 pandemic (and after). Kevin will cover how to properly set your team up for success during this challenging time and provide a safe and effective working environment. Since March 2020, the Coronavirus has significantly impacted many industries in the US (and across the globe) - learn how you can continue to help your team achieve their full potential even amidst this difficult environment.

Insurance Sales Process: Part 5 (Yellow Brick Road Parts 9 & 10) with Kirk Fuqua

As an author, agent and insurance sales trainer with 10+ years as an agency owner on both the captive and independent sides, Kirk Fuqua knows the insurance business. Please join Kirk Fuqua for for sections 9 and 10 of his 12 step Yellow Brick Road P&C conversation. During this session Kirk will cover:

How to restate coverage vulnerabilities and offer solutions
How to present price

Building (or Rebooting) Your Insurance Agency to be More Profitable, Self-Sufficient and Sustainable with Brad Riley

In his first year after starting his captive agency, Brad Riley achieved well over $100,000 in profit. Whether you are a new agent looking to set-up your agency to start strong, or a veteran agent looking for ways to reboot and drive more revenue, this webinar will show you strategies you can deploy today.

Life Term Conversions & Selling Prospects on the Advantages of Permanent Life Insurance with Scott Foster + Steve Cannon

With a combined total of 70 MDRT qualifications, 129 President’s Club recognitions, and over 71 years of combined experience as agency owners, Scott Foster and Steve Cannon have virtually unmatched credentials and have reached the upper echelons of the insurance industry. During this webinar Steve Cannon covers strategies for approaching term conversion conversations, while Scott Foster discusses how to frame the advantages of permanent Life insurance for your clients.

Building and Managing a Top Performing Insurance Sales Team with Ryan Chao

Join captive agent Ryan Chao for this joint webinar with EverQuote where he discusses how to establish and maintain a successful insurance business by providing best practices on:

How to attract TOP talent
How to Create a Marketing Plan to feed the talent and hit your growth goals
How to Support the Marketing Plan by Holding the Vendors Accountable.
How to Hold your Sales Team Accountable
How to instill a Value Adding Talk Path
How to manage your Pipeline

Pivoting P&C Conversations to Medicare Supplement with Randy Thompson

Join lifetime President's Club member Randy Thompson for this webinar focused on pivoting the conversation to Medicare Supplement insurance. Randy's presentation is aimed at agents focused on P&C who are looking to write more Medicare Supplement policies by focusing on cross-selling your existing book of business and shifting conversations with P&C leads to also include Medicare Supplement insurance.

How to Sell Life/Health Insurance While Explaining AUTO/HOME Coverages with Thomas Ntuk

8 Biggest Mistakes to Avoid When Selling Life Insurance with Stephen Wilmer

Steve Wilmer grew up in the projects of Pensacola, Florida, served in the US Marine Corps and spent 10 years as a law enforcement officer. After joining the insurance industry he quickly became one of the top producers in the country, writing over 100 life apps consistently each year. Steve is now a renowned sales coach, keynote speaker, author and president of the Risk Advisor Institute powered by Steve Speaks. From the projects to the president, please join Steve Wilmer for this presentation on the 8 biggest mistakes agents make when selling life insurance.

Insurance Sales Process: Part 4 (Yellow Brick Road Parts 7 & 8) with Kirk Fuqua

As an author, agent and insurance sales trainer with 10+ years as an agency owner on both the captive and independent sides, Kirk Fuqua knows the insurance business. Join Kirk for sections 7 and 8 of his 12 step Yellow Brick Road P&C conversation. During this session Kirk covers:

How to "flip" prospects from a "price" mentality
How to "pre-close" (trial close) the prospect
How to fight off any remaining objections

How To Recruit & Hire Team Members That Can Write 100 Policies A Month For Your Insurance Agency with Vlad Cherchenko

During this training, insurance agency coach Vlad Cherchenko walks you through his process for finding, assessing, and hiring top-performing talent to help take your insurance agency to the next level.

Inner Game of Prospecting: How to Overcome Sales Call Reluctance with Connie Kadansky

Join sales trainer and sales call reluctance expert Connie Kadansky in this presentation focused on identifying and eliminating Sales Call Reluctance, one of the most critical challenges for salespeople in the insurance industry.

ABC’s of Building an Agency + Outgoing – Onboarding Customer Calls with Scott Foster & Steve Cannon

Scott Foster covers some of the fundamentals of building a strong agency business and the lessons learned over a decades-long insurance career, while Steve Cannon covers how to improve customer experience and retention through a strong onboarding process.

Pivoting to Financial Services and Agency Marketing Budgeting and Growth Planning with Dave Munson Jr.

Dave Munson Jr. focuses here on ways to pivot to financial services off of a P&C conversation (including working with Internet Leads). Dave also covers setting a marketing budget for your agency, planning for growth, and how track and analyze the results.

See How This ‘6-Step Script To A One Call Close’ Lets P&C Insurance Agents Write 100-300 Policies A Month with Vlad Cherchenko

This training cuts right to the chase and reveals how insurance sales coach Vlad Cherchenko and some of the most successful insurance agents consistently write 100-300 policies a month with this 6-step talk track.

The Yellow Brick Road Insurance Sales Process – Sections 5 & 6 with Kirk Fuqua

Kirk discusses how to help prospects discover vulnerabilities in their coverage, opening prospects up to adjusting their lawsuit protection, avoiding the "apples to apples" trap, discovering “emotional” buying points, and pivoting to financial services.

Engaging Clients About Life Insurance During and After COVID-19 with Kevin Patton

Join lifetime President's Club and MDRT agent Kevin Patton for this webinar focused on how to best engage with life insurance clients (and potential clients) during the COVID-19 pandemic (and after).

How & Why to Get in Front of Your Customers with Scott Foster & Steve Cannon

With a combined total of 70 MDRT qualifications, 129 President’s Club recognitions Scott Foster and Steve Cannon have virtually unmatched credentials in the insurance industry. Join them to learn how, why and when to get in front of your customers.

Team Accountability: How to Motivate and Use Data to Drive Performance (Even While Remote) with Ryan Chao

Top captive insurance agent and speaker Ryan Chao outlines how he leverages data on a daily basis and motivates his staff to help ensure they are consistently on track to hit their goals.

The Yellow Brick Road Insurance Sales Process – Sections 3 & 4 with Kirk Fuqua

Join Kirk Fuqua for Sections 3 and 4 of his 12 step "Yellow Brick Road" P&C sales conversation. During this session Kirk will dive into building rapport, pivoting to home and auto, fighting off a very common objection & converting prospects to lifetime clients.

Paycheck Protection Plan: What We Thought Then Versus What We Know NOW with Brooks Baltich

With the announcement of the new legislation surrounding the “Paycheck Protection Plan” many agents have questions and concerns. Brooks Baltich (ChRC, CLU, CASL) gives you the updated facts that you need to know with this new legislation.

The 5 Tiers of Agency Leadership with Dick Biggs

During this webinar author and insurance agent coach Dick Biggs shares his "5 Tiers of Agency Leadership" – going from Tier 1 - "The Titled Leader" all the way through Tier 5 - "The Treasured Leader."

Bridging the Gap: How to Transition to Financial Services and Retain More Customers with Mike Shoffner

In this webinar, learn how multiple award-winning captive agent Mike Shoffner pivots the conversation from auto & home to life & financial services and retains more high-value customers in the process.

Delivering a Strong Opening Statement with Leads with Kirk Fuqua

Join Kirk Fuqua for this webinar where he walks you through his proven approach for delivering a strong and effective opening statement when working insurance leads. Learn how to set the conversation off and follow the path to more bound policies!

Setting Up Your Team to Drive Maximum Production with Sara Labraaten

In this webinar, multiple award-winning agent Sara Labraatan teaches you the strategies she employs to help ensure her team is following her processes and helping achieve maximum production.

Q&A With Top Agent John Pavle featuring EverQuote Agency GM, Nick Graham

EverQuote’s General Manager of Agency, Nick Graham, hosts John Pavle for a discussion of some of the business strategies he is employing at his agencies during the Coronavirus pandemic.

Know Your Numbers: Creating an Effective Marketing Plan for Your Agency with Ryan Chao

In this webinar, Ryan Chao walks through how to create an effective, data-driven marketing plan that’s specific to your agency culture.

Paycheck Protection Program Webinar + Q&A (Part 2) with Brooks Baltich and Duane Zobrist

Join EverQuote, Duane Zobrist (CEO Resort Outfitters & Serial Entrepreneur) and Brooks Baltich (ChFC, CLU, CASL) for this second webinar session to answer insurance agent's questions about forgivable loans for businesses through the SBA's Paycheck Protection Program.

Accelerating Growth: What I Learned in My 1st Year as an Agency Owner with Jordan Wall

In just a short time captive agent Jordan Wall has reached a level of success many work years to achieve. Jordan discusses her 1st year in business and how she was able to scale growth and achieve impressive results and what she learned on the way.

How to Write (and Keep) More Business and Stay Positive During the COVID-19 Pandemic with Thomas Ntuk

This presentation focuses on how you can adapt your approach to insurance sales and customer service in the midst of the COVID-19 pandemic. Thomas' presentation explores ways you can shift your approach and stay positive amidst.

Selling Multiline Policies with Disability for P&C Agents with Tyson Luthi

With almost a decade running a successful captive insurance agency, Tyson walks you through his proven process for upselling and cross-selling disability policies with insurance leads (and existing customers) who are primarily shopping for auto and home.

Work From Home Best Practices for Insurance Agents with Elyse Neumeier (EverQuote Chief People Officer)

EverQuote Chief People Officer Elyse Neumeier shares best practices & tips for transitioning your team to working from home & finding success while remote.

Gamification and Keeping Your Agency Staff Motivated with Seth Preus

In this webinar, RacingSnail co-founder, senior advisor at Mivation, and successful agent Seth Preus discusses tactics you can deploy at your agency to keep staff motivated – even if they are working remotely from home.

Forgivable Loans for Agency Owners: Paycheck Protection Program Overview with Duane Zobrist and Brooks Baltich

This webinar answers insurance agent's questions about forgivable loans for businesses through SBA's new Paycheck Protection Program (part of the COVID-19 stimulus bill passed by Congress) to provide vital capital to businesses impacted by COVID-19.

12-Step Internet Lead Sales Process with Cody Askins

In this webinar, Cody walks you through the process that he sticks to when working insurance internet leads. Cody developed this system to meet revenue goals, set more appointments and maximize leads.

Insurance Lead Objections: Controlling the Conversation with Kirk Fuqua

This webinar focuses on learning how to overcome insurance objections with successful agent, speaker, and author, Kirk Fuqua. After watching this webinar, an objection won't mean the end of the conversation!

Value-Selling & Bundling (even through a Pandemic) with Joseph Puckett

This webinar breaks down some of the fundamentals of value selling insurance and ways to shift your approach during the difficult circumstances of the COVID-19 pandemic.

Retooling Your Business Model with Troy Korsgaden

Troy Korsgaden discusses how to shift your business model to get over the “hump” and how crucial it is to take on the role of a true advisor to your clients.

Scriptology, Recruiting Process, and Winning Mindset with Jay Adkins

Award-winning agent Jay Adkins walks you through his process for creating effective scripts for his producers, as well as how he manages his hiring and maintains a winning mindset – even during trying times.

Developing Team Members into Rock Stars with Heather Powell

Top agent Heather Powell describes her process for recruiting (and retaining) top talent and some of the major lessons she’s learned along the way.

Controlling the Life Insurance Sales Conversation with Scott Foster

Scott Foster shares his process for selling life insurance and discusses how to control the life insurance sales conversation (even in difficult circumstances).

Out of the Box Insurance Marketing with Lezlee Liljenberg

Join multiple award-winning agent Lezlee Liljenberg as she shares some of the creative, cost-effective campaigns and "out of the box" strategies she's found successful when it comes to marketing her agency.

The 8-Step Process for Selling Life Insurance with Randy Thompson

Join Randy Thompson in this free webinar as he teaches his revolutionary eight-step process for selling life insurance.

The 4 Critical Pillars of the Modern Insurance Agency with The Insurance Dudes

Craig Pretzinger and Jason Feltman (aka the Insurance Dudes) discuss the foundational “pillars” crucial for any insurance agency in 2020 and beyond.

Leveraging Technology and Systems to Run a More Efficient Insurance Agency

Join Sean Morton in this free webinar as he explains how to run your agency more efficiently while creating a superior customer experience.

Hiring and Recruiting for Insurance Agents with Mark Mercer

Award-winning agent Mark Mercer shares some of his tips and best practices for finding and recruiting top-notch talent for your insurance agency and discusses how to set-up your hiring process to help ensure you’re selecting the cream of the crop.

Expanding Beyond a Single Location & Managing Multiple Insurance Offices with Ami Bennett

Join four location insurance agency owner Ami Bennett as she shares tips and insights for successfully expanding beyond a single location and for managing multiple insurance offices.

Maximizing Your Workweek in 2020 with Eric Hardiman

Learn from top independent (and former captive) agent Eric Hardiman how to make the most of your time and maximize every hour of your workweek.

Setting a Marketing Budget for Your Insurance Agency with Club Capital

Devin Day and Micah Cannon of Club Capital share their expertise on how to determine where to set your agency’s marketing budget (and allocate the spend) based on your overall business strategy and desired growth.

Insurance Value Selling Fundamentals with CWC's Joseph Puckett

Join EverQuote’s Brianna Shea and Craig Wiggins Coaching’s Joseph Puckett as they teach you the fundamentals of value selling insurance.