Producer Training Module

Empower your sales team with a set of sales training courses for both employee benefits and P&C agencies:

• Improve the effectiveness of your training process with videos and presentations to teach every step of the sales cycle
• Support selling into any line of business with specific training tracks
• Provide actionable strategies to uncover more prospects and win more business

Gain detailed insights into your sales team’s training and development:

• Quickly view course status using the module’s dashboard
• Present training progress with a simple training report export feature
• Filter by line of business to assess each individual team member’s training progress

Provide your team with tools and content to support specific lessons:

• Run more successful discovery meetings using checklists and questionnaires to uncover prospects’ pain points
• Take the fear out of cold calling with step-by-step instructions to help producers land more meetings and increase their closing ratio
• Offer action items to help new hires put what they’ve learned into practice