Business strategy for insurance agents

Speaker: David Estrada, Founder, Rainmaker Advisory

VIDEO on demand | Air date: April 5, 2018

Unlock the potential of your business with this powerful business strategy webinar.

In one transformational hour, you will learn how to boost your book of business and increase the profitability of your insurance business.

Sales - drive sales and profitability in your business
Efficiency - increase your efficiency with measurable KPIs
Marketing - improve your marketing strategy and client messaging
Revenue - powerful metric-based initiatives to increase your sales team’s performance
Client engagement - retain clients with strong, engaging marketing material

Drive leads, sales, efficiency and profitability with this powerful webinar. Register today.

About the instructor

Founder, Rainmaker Advisory

David Estrada

David began his insurance career with The Guardian Life Insurance Company of America in 1984. During his career he has amassed an amazing record of success in over two decades of service as a retail employee benefits producer in both mid-market and large market business. He has consistently achieved top sales awards throughout his career, including the Exceptional Producer Council Award recognizing him in the top 3% of all producers within Willis’ North American Retail Division. David’s leadership experience includes practice group leadership, sales management and office leader roles for regional and global brokers, as well as a Regional CEO position for a Top 10 Public Broker.David is a nationally recognized industry thought leader, author and speaker, is a graduate of Santa Clara University, and currently resides in Portland Oregon.

Course Curriculum

1

Course Instructions
- READ FIRST: Course Instructions
2

Webinar
- Business Strategy for Insurance Agents
3

Producer Resources
- Speaker Presentation - Top 10 Mistakes Producers Have Made