Meeting you exactly where you are.
What if your job wasn’t to sell insurance - but rather to be the one your clients want to buy insurance from? Do you see the difference?
When we work together, we’ll leverage the skills and talents you already have - and help you hone the ones you don’t; we are all works in progress, after all.
i am so glad you’re here.
One:One Sales Coaching
Learn on-demand in individualized coaching sessions. We don’t talk hypotheticals - we talk about what you need in the moment you need it.
Sample topics we’ll discuss during a 50-minute session include:
• Building and managing prospective client and referral partner relationships.
• Prospective client meeting strategy, including account-specific exposure identification and opportunity management.
• Managing "live" new account submissions, including submission preparation, carrier selection and managing client expectations.
• Proposal meeting and post-presentation follow-up/through support.
• Navigating agency-level interpersonal relationships.
• Setting and managing goals and expectations
Not sure if coaching is right for you? Learn more about the benefits of one-on-one coaching here.
Facilitated Learning Workshops
Participants attending these in-person learning events will build their industry knowledge through a variety of topics in an engaging and interactive environment:
• Remarkable Sales Solutions
• Networking For Connection
• Video Basics For Insurance Agents
• Mining For Gold: Prospecting for Insurance Agents
• Mind Your Manners: Etiquette In Business
• What’s Your Story? Storytelling for Sales
• LinkedIn Essentials
• Insurance Is Hard: Self-Care & the Sales Cycle
• Who Do You Think You Are? How Imposter Syndrome Manifests in Life & Business
• It’s Complicated: Managing Interpersonal Relationships at Work
Send a message to learn more about the opportunity to bring these topics to your team.
“Meg is a valuable resource.
She is always organized, prepared and available to help.
A wealth of knowledge and an asset to have in the industry.
I would highly recommend her.”
“I have enjoyed a 30 year insurance career.
Meg is one of the few people I trust for industry advice and ideas outside of the box backed by sound underwriting and technical skills.”