SNP

Upcoming Education & Events

Education and In-person Events

Our robust education program provides you with opportunities to stay up-to-date with the latest industry trends and techniques. We also understand that sometimes you need to get from behind your computer to network with others, so we offer in-person opportunities to connect throughout the year. We constantly add new courses, webinars, and events to our offerings to help you expand your knowledge and improve your skills. 

Filter by webinars, CE, or CPIA courses with the links on the right. Be sure to regularly check the calendar below to see what's going on! 


Join author and master sales coach J. Sheldon Snodgrass for a special presentation of  “Coach the Coach Leadership Series for Agency Leaders." 

Explore how to inspire CSRs to consistently cultivate and deliver on the BIG-5 Sales Skills. Help staff become catalysts for agency growth and customer experiences by using five lessons from the Insurance CSR Sales Master Class as your framework.

 “Cat-a-lyst,  [ /ˈkad(ə)ləst/ ] - noun: An agent that provokes or speeds significant change or action

This series will show leaders;

  • how to help their staff understand how focusing on revenue outcomes isn’t the way to improve retention
  • create a reusable message template for outreach calls and emails
  • add more value to consumer interactions and much more.
All courses are recorded and can be accessed at any time. 

9/27/23-11 AM ET
Module One: Help your Staff Increase Their Service Task to Product Ask Effectiveness
The Take Away: By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn to comfortably, confidently, and consistently transition from service tasks to additional insurance protection without sounding pushy and keeping their ego intact.
 
10/25/23-11 AM ET
Module Two: Help Your Staff Improve Their Customer Outreach Effectiveness
The Take Away: By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn to take the OW out of outbound calling so that their voice messages get returned, they spend less time in follow-up purgatory, and their renewal reviews, referral requests, and new business calls become welcome service conversations.
 
11/29/23-11 AM ET
Module Three: Help your Staff Boost Their Inbound, New Business Binding Rate
The Take Away: By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn to quickly and diplomatically disqualify insurance customers who they aren’t positioned to serve and then help them connect more deeply with the remainder and bind more of those who are right for your agency.

1/10/24-11 AM ET
Module Four: Help Your Staff Handle Insurance Shopper Complaints or Concerns (a.k.a. objections) with Ease and Move to Binding the Policy without Sounding Pushy
The Take Away: By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn to handle apprehension, confusion, and resistance, including price objections from insurance shoppers, by tapping your deep source of power as the licensed insurance advisor in service to others.
 
2/14/24-11 AM ET
Module Five: Generate More High-Quality Referrals as Your Community’s Risk Management Expert
The Takeaway: By the end of this 60-minute coach-the-coach session, leaders will know how to help their staff learn how to enlist their best customers and centers of influence as advocates so they become the community’s go-to risk Management resource serving people locally.

3/12/24-11 AM ET (REDO of Session 2)
Module Two: Help Your Staff Improve Their Customer Outreach Effectiveness
Registration is for all five courses. The courses will be recorded for your future review.


Member Price: $50.00
Non Member Price: $100