So You Want to be an Insurance Agent 3rd ed
Course by Author Jeff Hastings based on his best selling book, So You Want to be an Insurance Agent. While existing agents can benefit from the material taught in this course, it is intended to help a prospective agent/producer/employee determine if this career is right for them. Perfect for district managers and recruiters to use throughout the selection and training process!
In this course, you get:
- All of the data in the book - and MORE!
- Updated information not found in the hard-copy book
- A pdf to download for future reference
- Downloadable forms, documents and guides to assist you in your career
- An audio book to take with you on the go!
| Module 1 | Foreword | |
|---|---|---|
| Lesson 1 | So You Want to be an Insurance Agent | |
| Lesson 2 | Foreword | |
| Module 2 | Introduction | |
| Lesson 1 | Introduction | |
| Module 3 | PART I | |
| Lesson 1 | THE IMPORTANCE OF SELF-AWARENESS | |
| Lesson 2 | Self-Awareness Theory | |
| Lesson 3 | Discover Your “Why” | |
| Lesson 4 | A Special Message for Veteran Agents | |
| Lesson 5 | The Discovery Process | |
| Module 4 | PART II | |
| Lesson 1 | THE FUTURE OF WORK – FOR INSURANCE AGENTS | |
| Lesson 2 | Agent Income | |
| Lesson 3 | Community Impact | |
| Lesson 4 | Career Stability | |
| Lesson 5 | Business Ownership Basics | |
| Lesson 6 | Licensing | |
| Lesson 7 | Bank Accounts, Records, and the IRS | |
| Lesson 8 | Do You Have What It Takes? | |
| Lesson 9 | Cash Reserves and Start-Up Expenses | |
| Lesson 10 | Buying an Existing Agency | |
| Lesson 11 | Agency Valuation | |
| Lesson 12 | Show Up and Do the Work | |
| Lesson 13 | Partner Support is Crucial | |
| Lesson 14 | Making the Leap | |
| Module 5 | PART III | |
| Lesson 1 | GETTING STARTED | |
| Lesson 2 | Independent Agency System | |
| Lesson 3 | Independent - Exclusive | |
| Lesson 4 | Captive Agency System | |
| Lesson 5 | Modified-Captive | |
| Lesson 6 | Distribution Channel Summary | |
| Module 6 | PART IV | |
| Lesson 1 | YOUR VISION FOR SUCCESS | |
| Lesson 2 | Learn From One of the Best | |
| Lesson 3 | Your Organizational Chart | |
| Module 7 | PART V | |
| Lesson 1 | THE FOUR LEVELS OF BUSINESS DEVELOPMENT | |
| Lesson 2 | Why Most Agents Plateau | |
| Lesson 3 | What Sets Elite Agents Apart? | |
| Lesson 4 | Hastings Hierarchy of Business Development | |
| Lesson 5 | Level I: Foundation Development | |
| Lesson 6 | Level II: Systems Development | |
| Lesson 7 | Level III: Departmentalization | |
| Lesson 8 | Level IV: Small Business Actualization© | |
| Lesson 9 | Invest in Your Agency | |
| Lesson 10 | Agent Interview and Lead Generation System | |
| Module 8 | PART VI | |
| Lesson 1 | BUILDING YOUR BRAND | |
| Lesson 2 | Agency Branding | |
| Lesson 3 | Your Target Market Explained | |
| Lesson 4 | Know Your Customer | |
| Lesson 5 | Your Company Story | |
| Module 9 | PART VII | |
| Lesson 1 | BUILT TO IMPRESS SALES | |
| Lesson 2 | Your Sales System | |
| Lesson 3 | Attitude and Your Sales Performance | |
| Lesson 4 | First Impressions | |
| Lesson 5 | Realtors® and Mortgage Companies | |
| Lesson 6 | Quotes vs. Proposals | |
| Lesson 7 | Develop Relationships or Retire | |
| Lesson 8 | Nurturing Relationships | |
| Lesson 9 | Value Selling | |
| Lesson 10 | Trade Shows and Special Event Marketing | |
| Lesson 11 | The Extremely Important Life Sale | |
| Lesson 12 | Cross-Selling Made Easy | |
| Lesson 13 | What We Learned from Pavlov | |
| Lesson 14 | Stop Cold Calling | |
| Lesson 15 | Emergency Contact Program | |
| Lesson 16 | Neighborhood Watch Program | |
| Lesson 17 | Call Reluctance | |
| Lesson 18 | Your Lead Generation System | |
| Lesson 19 | Why Customers Leave | |
| Lesson 20 | Hiring a Professional | |
| Lesson 21 | Maximum Financial Impact | |
| Module 10 | PART VIII | |
| Lesson 1 | HIRE THE RIGHT PEOPLE | |
| Lesson 2 | Hiring Mistakes | |
| Lesson 3 | The Talent Shortage | |
| Lesson 4 | Hiring Assessments | |
| Lesson 5 | Develop an Effective Recruiting System | |
| Lesson 6 | Invest in Quality People | |
| Lesson 7 | The Interview | |
| Lesson 8 | Hiring Office Managers | |
| Lesson 9 | Why Employees Leave | |
| Module 11 | PART IX | |
| Lesson 1 | DEVELOP YOUR WINNING TEAM | |
| Lesson 2 | Leadership and Self-Awareness | |
| Lesson 3 | Understand Why You Lead or Fail to Lead | |
| Lesson 4 | Personal Traits that Produce Great Leadership Styles | |
| Lesson 5 | It All Begins With Expectations | |
| Lesson 6 | Tracking Employee Performance | |
| Lesson 7 | Gamification | |
| Lesson 8 | Breed Healthy Competition | |
| Lesson 9 | Paying Commissions to Staff | |
| Lesson 10 | Hold Weekly Staff Meetings | |
| Lesson 11 | Increase the Effectiveness of Your Staff Meetings | |
| Lesson 12 | Organize a Staff Retreat | |
| Lesson 13 | Develop Strong Personal Relationships With Your Employees | |
| Lesson 14 | Create a Family Atmosphere | |
| Module 12 | PART X | |
| Lesson 1 | AI FOR INSURANCE AGENCIES | |
| Lesson 2 | AI: Your Most Powerful Competitive Advantage | |
| Lesson 3 | What is Artificial Intelligence | |
| Lesson 4 | For the Beginner | |
| Lesson 5 | For Tech Geeks | |
| Lesson 6 | The Future of the Insurance Industry | |
| Lesson 7 | The Future of Work for Insurance Agency Owners | |
| Module 13 | PART XI | |
| Lesson 1 | BALANCE IS THE KEY TO LONG-TERM SUCCESS | |
| Lesson 2 | Develop a Balanced Lifestyle | |
| Lesson 3 | Eat Healthy and Keep Physically Fit | |
| Lesson 4 | Take Care of You | |
| Module 14 | PART XII | |
| Lesson 1 | WHERE DO WE GO FROM HERE? | |
| Lesson 2 | Time to Act | |
| Lesson 3 | Carpe Diem – Seize the Day | |
| Module 15 | Part XI - Tools to Help You Land Your New Career | |
| Lesson 1 | Forms and Documents | |
| Module 16 | Survey: So You Want to be an Insurance Agent Course | |
| Lesson 1 | Survey: How was the Course? |
