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Bill Walton Sales Training provides custom training and “just add water” programs that support growth. Our programs help perfect the sales technique of agents and brokers as they look to sell to new business and cross-sell to existing accounts.
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Download the details of all of our Insurance training programs.
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Insurance Training Programs
A Giving Hand is Always Full™: A Roadmap to Lasting COI Relationships
Centers of Influence want what you want – more business. But what COIs want from insurance professionals and their agency can be something entirely different. This program addresses the common categories of COIs, their sources of value, and specific relationship building tactics insurance professionals can adopt to attract them. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
The 90-Day Dash™:
The 90-Day Dash™ is a 90-day client acquisition program with built in accountability. The focus is on 4 parts - ideal client profiling, messaging, contact management and face-to-face engagement. Designed to help insurance professionals systematically grow new business on a limited time budget.
Personal Effectiveness: A Time Survival Kit™ for Brokers
While smart, credentialed and well meaning, not all brokers have the bandwidth to seize all opportunity all of the time. In this tools-driven program, insurance professionals learn to create their Perfect Week, to adopt a time-slot strategy for their outreach, and to take a “Big 6” approach to what’s realistic to accomplish in one business day. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
Value Creation Workshop for Property and Casualty
BWST supports P&C sales teams with training that helps them add value to their most important stakeholders. What’s included is more than just sales training. It’s a combination of business acumen, a value proposition that resonates, and team selling. More and more underwriters and actuaries are being asked to participate in the sales process. This program provides an ability to trade on role- and industry-specific insights that help clients make their best decisions. Deliveries are tailored to your specific industry segment and feature an in depth case study.
Taking the Stress out of Asking for the Business
Closing effectiveness is declining. Bill Walton Sales Training’s recent survey of Agency pricinpals revealed that nearly 90% of opportunities are not closing as forecasted. Insurance professionals will learn to present solutions with context– using the spoken words of prospects to ask for the business. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
Telling Your Story: Value Prop Mixology
Prospects respond to how brokers describe their agency’s value and their own. This program helps insurance professionals create a firm and personal elevator pitch that states why other clients choose to work with them, and why the prospect would be interested in learning more. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
The Sales Management Forum™
Agency leaders have to balance the productivity and effectiveness of their people while fostering a performance culture. The Sales Management Forum focuses on the need to support salespeople uniquely through all stages of the sales process. Four sales management disciplines are introduced: The Enabler, The Business Manager, The Visionary, and The Expert.
Centers of Influence want what you want – more business. But what COIs want from insurance professionals and their agency can be something entirely different. This program addresses the common categories of COIs, their sources of value, and specific relationship building tactics insurance professionals can adopt to attract them. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
The 90-Day Dash™:
The 90-Day Dash™ is a 90-day client acquisition program with built in accountability. The focus is on 4 parts - ideal client profiling, messaging, contact management and face-to-face engagement. Designed to help insurance professionals systematically grow new business on a limited time budget.
Personal Effectiveness: A Time Survival Kit™ for Brokers
While smart, credentialed and well meaning, not all brokers have the bandwidth to seize all opportunity all of the time. In this tools-driven program, insurance professionals learn to create their Perfect Week, to adopt a time-slot strategy for their outreach, and to take a “Big 6” approach to what’s realistic to accomplish in one business day. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
Value Creation Workshop for Property and Casualty
BWST supports P&C sales teams with training that helps them add value to their most important stakeholders. What’s included is more than just sales training. It’s a combination of business acumen, a value proposition that resonates, and team selling. More and more underwriters and actuaries are being asked to participate in the sales process. This program provides an ability to trade on role- and industry-specific insights that help clients make their best decisions. Deliveries are tailored to your specific industry segment and feature an in depth case study.
Taking the Stress out of Asking for the Business
Closing effectiveness is declining. Bill Walton Sales Training’s recent survey of Agency pricinpals revealed that nearly 90% of opportunities are not closing as forecasted. Insurance professionals will learn to present solutions with context– using the spoken words of prospects to ask for the business. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
Telling Your Story: Value Prop Mixology
Prospects respond to how brokers describe their agency’s value and their own. This program helps insurance professionals create a firm and personal elevator pitch that states why other clients choose to work with them, and why the prospect would be interested in learning more. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
The Sales Management Forum™
Agency leaders have to balance the productivity and effectiveness of their people while fostering a performance culture. The Sales Management Forum focuses on the need to support salespeople uniquely through all stages of the sales process. Four sales management disciplines are introduced: The Enabler, The Business Manager, The Visionary, and The Expert.