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EverQuote Pro: Past Webinars

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

Steve Wilmer grew up in the projects of Pensacola, Florida. Upon his graduation, he enlisted in the United States Marine Corps. After 8 years of honorable service, he returned home and spent the next 10 years as a law enforcement officer. He was later recruited by a State Farm agent and 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. He travels the country bringing Marine Corps motivation and life insurance sales training to thousands of agents and their staff. 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.

Perry Olson's Bulletproof Leads Sales Process

Learn the sales process lifetime President's Club & multiple award-winner Perry Olson uses to crush his insurance sales goals year after year!