accelerate your sales performance

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accelerate

your sales

performance

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the peaK

producer

program

Strong producers are made, not born. Agency Services Group, a consulting and solutions firm dedicated to helping independent agencies maintain their independence, respects the nurturing of leadership, life-affirmation and resourceful profitability that only independent decision-making provides. The PEAK Producer Program is a tested, effective package of sales training and producer-building modules that focus on three key areas that collectively build the effectiveness of your sales staff, drive the sales culture of your agency, and lead your organization toward sustainable organic growth.

The three key focus areas of the PEAK Performance Program are:

• Attracting a new generation of sales

professionals to your agency

• Energizing and imparting insurance

knowledge and consultative sales skills to both new and established producers

• Supporting every aspect of your agency

with the right tools to cultivate strong producers, and a thriving sales culture which leads to sustained growth

the peaK producer program

ASG’s PEAK Producer Program is a comprehensive, sales-focused recruiting, training, and support program designed to accelerate your agency’s performance on three levels; finding new talent, improving the talent you already have, and providing the right tools and processes to accelerate your agency’s success now and in the future.

Up to 18 Months of “Peak Performance” Training

From day one, your recruiting and development effort embarks on a rigorous, organized, and fully supported “climb” from where your agency is today, to where you want to be in 18 (or fewer) months. Agency Services Group will meet with you and your agency’s leadership to create a Recruitment Profile that will enable you to select the perfect candidates for the positions available. We will continue to work with you as we attract, screen and interview candidates, providing industry and human resource insights that will help you make the best choices.

the soar agency program

Designed exclusively for independent agencies, the S.O.A.R. (Sales Orientation. Achieve Results.) Program module helps your business ascend to the next level. An agency-wide program, S.O.A.R. coaches begin with an extensive and holistic agency assessment followed up by a strategic sales map to help execute a dynamic sales culture necessary for sustainable growth.

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new producer

overview

Drawing on years of knowledge and understanding of the criteria that drive successful producers, we work with you to create the Recruitment Profile that’s a perfect fit for your company, then help you attract the best candidates. Once hiring has taken place, we continue to develop your new talent with skills that will contribute to the agency’s success.

program topics

• Developing strong sales habits

and behaviors

• Teaching basic technical

insurance knowledge

• Coaching creative prospecting

and appointment setting skills

program candidates

All sales professionals seeking a dynamic and successful career in commercial insurance sales.

Program Elements

Recruiting x

Competent Candidate Screening x

Technical Courses Up to five (5)

Goal Setting x

Monthly P.O.D.S. (teleconference) 12

Account-Landing Coaching Sessions Up to six (6)

Pipeline Management Software x

Coverage Analysis Software x

Live Sales Conference Complimentary registration to one (1)

live Sales Conference

Management Accountability

Prospecting Webinars x

Exclusive On-Site One Day Training x

new producer / producer development / sales training / soar initia tive / agency sales development / agency sales training / sales m anagement PEAK SOAR

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producer development

overview

Using a coaching environment, this course provides experienced producers with key insights and techniques to becoming the most successful producers in the industry. Beginning with an orientation and goal setting session, additional tools such as participation in 12 monthly “peer pods” are included along with prospecting webinars and one live Sales Conference, a Pipeline Management Software license and a Coverage Analysis Software license.

program topics

• Insights and techniques that will enable

the producer to double their book of business within 36 months

• Skills and behaviors to overcome

common obstacles and challenges encountered during the client acquisition process

program candidates

This module helps producers with a minimum of two years experience and a book of business from $200k to $750k ascend to the next level.

Program Elements

Recruiting

Competent Candidate Screening

Technical courses

Goal Setting x

Monthly P.O.D.S. (teleconference) 12

Account-Landing Coaching Sessions Up to four (4)

Pipeline Management Software x

Coverage Analysis Software x

Live Sales Conference Complimentary registration to one (1)

live Sales Conference

Management Accountability

new producer / producer development / sales training / soar initia tive / agency sales development / agency sales training / sales m anagement PEAK SOAR

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sales training

overview

Held at convenient locations for easy travel, this bi-annual two-day sales workout shakes out the cobwebs and replaces them with up-to-the-minute sales tools and methods. Designed for all levels of experience, producers will enhance their business production and account retention techniques. A separate forum is offered to sales managers who want to transform their management skills into leadership skills.

program topics

• Winning strategies for a million dollar

book of business

• Creative prospecting

• Using price to your advantage

• Creating value in the proposal

• Technologies that take goal setting

aspirations to proven results

• Interactive case study role playing

• Social networking

Note that training locations vary.

program candidates

Any Producer or Sales Manager who desires to enhance their effectiveness

Note that training locations vary.

new producer / producer development / sales training / soar initia tive / agency sales development / agency sales training / sales m anagement PEAK SOAR

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soar Initiative

overview

Beginning with an extensive on-site assessment of your agency, our coaches take your agency through the fundamentals of developing and communicating a growth vision for your business, including leadership, new opportunities and sales contrast and how to effectively execute these areas. Your program concludes with an actual “Strategic Sales Map,” to accelerate rapid and sustainable growth.

program topics

• Develop and communicate a growth vision

• Hire and validate new producers

• Motivate your production force

• Create capacity

• Grow with ideal clients

• Consistently develop new “ideal client”

opportunities

• Define and manage a robust pipeline

• Eliminate low percentage opportunities

• Contrast and differentiate from your

competition

• Manage and monitor progress

program candidates

The Agency Leadership Team.

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agency sales development

overview

This agency-wide development module dynamically focuses your entire organization on boosting sales and sustaining constant growth. Beginning with a one-day sales conference on site, followed by exclusive monthly P.O.D. sessions, three additional quarterly on-site training and management sessions, unlimited “account landing” sessions, prospecting webinars and more, your team’s success will soar.

program topics

• Skills and behaviors proven to be effective

in overcoming obstacles and challenges

• Forging together a shared ideology that

will enable your team and agency to support and mentor each other for many years to come

• Insights and techniques that will drive

your re-energized sales force

program candidates

Any agency that desires a dynamic sales culture based on practical and sustainable sales behaviors.

Program Elements

Recruiting

Technical Courses

Goal Setting All Producers

Monthly P.O.D.S. (teleconference) Exclusive

Account-Landing Coaching Sessions Unlimited

Pipeline Management Software Available

Coverage Analysis Software Available

Live Sales Conference On-site

Management Accountability On-site

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overview

If your agency competency level equals or surpasses Agency Sales Development, then you are ready for this advanced program which sharpens your focus to drive profits even higher. A one-day sales conference is held on site with our experienced sales coaches delivering innovative and creative approaches to “closing the deal,” allowing each agency member to scale new heights of sales success.

program topics can include

• “Overcoming obstacles that prevent

Million Dollar Books” - the fundamentals that can impact growth for the entire life cycle of a producer’s career

• “Creative Prospecting” – developing

unconventional and successful prospecting methods all while learning how to manage time more efficiently

• “Consultative Selling Using Price to Your

Advantage” – A step by step process that demonstrates how to transition the discussion from price to value and includes an actual proposal format

• In addition, program topics can be

customized to agency needs Note locations and topics may vary.

program candidates

Any agency that desires a dynamic sales culture based on practical and sustainable sales behaviors.

agency sales training

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Program Elements

Recruiting

Technical Courses

Goal Setting All Producers

Monthly P.O.D.S. (teleconference) On-site

Account-Landing Coaching Sessions Unlimited

Pipeline Management Software Available

Coverage Analysis Software Available

Live Sales Conference On-site

Management Accountability On-site

Exclusive On-Site One Day Training

overview

This module serves agencies that either do not have a full-time sales manager or that have decided to dramatically accelerate their sales culture. The module begins with a two-day intensive onsite orientation with your sales team. Continuous coaching includes monthly on-site sales meetings, unlimited account-landing coaching sessions, prospecting webinars, a one-day sales conference, and a management accountability seminar are all included.

program topics

• Accountability for pipeline management

and appointment setting

• Skills and behaviors to overcome the most

common obstacles and challenges

• How to eliminate the five producer growth

bottlenecks

• Powerful tools to set and manage

expectations

program candidates

Any agency without a designated full-time sales manager.

sales management

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PEAK Program

SOAR Program

New Producer _DevelopmentProducer Sales Training _InitiativeSOAR Agency Sales _Development Agency Sales _Training Sales Management

Recruiting x

Competent Candidate

Screening x x x

Technical Courses Up to 5

Goal Setting x x All producers All producers

Monthly P.O.D.S.

(teleconference) 12 12 Exclusive On-site

Account-Landing

Coaching Sessions Up to 6 Up to 4 Unlimited Unlimited

Pipeline Management

Software x x Available Available

Coverage Analysis

Software x x Available Available

Live Sales Conference x x Two Day On-site On-site

Management

Accountability On-site On-site

Prospecting Webinars x x x x

Exclusive on-site one

day training (half-day analysis)x x x x

Candidates Sales

Professionals Experienced Producers Producer or Sales Manager Agency Leaders Agencies seeking growth dynamic sales cultureAgencies seeking

Agencies without a full-time Sales

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www.agencyservicesgroup.com 877-692-7401