SERVICE TRAINING
Appreciation
Understanding that sales and service bring two unique skill sets to a high performance team.
Rapport
Building a harmonious relationship between sales and service; not a contentious relationship.
Trust
Developing trust as partners on a high performance team to sell and retain ideal clients.
Get your Producers and their Service teams on the same page and achieving higher goals faster than ever.
In a typical agency, the service department is treated almost like an after thought. But your Account Managers are the front line for:
- Allowing your Producers to be freed up to spend more time selling
- Often the first point of contact for the client experience
- Maintaining and retaining accounts that drives client retention
All agencies are sales organizations and the common goal for all departments should be to obtain and retain ideal clients. Same goal; different roles.
Agenda
Download our detailed agenda to see exactly what is covered in each session.
Four bi-weekly sessions to turn your sales & service teams from high maintenance to high performance.
By attending this program, Account Managers will:
- Gain a clear understanding of the valuable role they play.
- Have streamlined communication with Producers to increase efficiency and trust.
- Take ownership of their role in client retention.
As an agency owner, the results you will see are:
- Proper structure between sales and service to work with each other, not against each other.
- Increased sales and service capacity from your Account Managers and Producers.
- Increased client retention; keep the accounts you want to keep.
The next Account ManagerFit starts on February 11, 2025.
Registrations must be received by Thursday at 5:00 pm before the first session.
Logistics
- 100% virtual - no travel costs or time away from the office or family.
- Just pick a quiet spot where you can be focused and uninterrupted for 90 minutes once every other week.
- You will be interacting with the Sitkins Coaches and other members. A computer with a web cam and audio is mandatory.
How it works
- Complete the registration.
- Attend and actively participate in the bi-weekly sessions; take advantage of the Sitkins Coaches 40+ years of experience.
- Complete the homework after each session to build your new found skills.
What you'll get
- A deep understanding of the Sitkins core strategies and how they apply to you.
- Everyone in the agency speaking the "same language" to improve communication and implementation.
- Increased Revenue per Relationship; make more money with the same amount of clients.
Cost
- $297/Account Manager or unlimited registrations for member agencies.
Get unlimited registrations for your entire agency; for this and all of our other programs.
UPCOMING STARTING DATES
Virtual Account ManagerFit 17
Feb 2025 | Tuesdays at 2:00 - 3:30 pm ET with a 30-min optional Q&A
- Session 1: Feb 11
- Session 2: Feb 25
- Session 3: Mar 11
- Session 4: Mar 25
Virtual Account ManagerFit 18
May 2025 | Tuesdays at 2:00 - 3:30 pm ET with a 30-min optional Q&A
- Session 1: May 6
- Session 2: May 20
- Session 3: Jun 3
- Session 4: Jun 17
Virtual Account ManagerFit 19
Sep 2025 | Tuesdays at 2:00 - 3:30 pm ET with a 30-min optional Q&A
- Session 1: Sep 16
- Session 2: Sep 30
- Session 3: Oct 14
- Session 4: Oct 28
Helping independent insurance agencies achieve their dreams for over 40 years.
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CONTACT
5237 Summerlin Commons Blvd
Suite 107
Fort Myers, FL 33907
239.337.2555 | 877.SIT.KINS