Training

Prospect Training Programs

Agents agree that prospecting for new business is the most challenging aspect of selling insurance.

Rocksurance training programs for Agents and Advisors are practical approaches to identifying new prospects. Our programs can be presented through webinars or in person.

Review the programs below and contact us to learn more about how we can help your Agents and Advisors grow their business.

Most Challenging Aspects of Selling Insurance*

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The Power of E-mail Marketing

This seminar gives an overview of how e-mail marketing can grow your business by increasing sales and referrals.

You will learn about:

  1. How to turn your prospects into a recurring stream of sales
  2. Why you know more people than you think
  3. How to deal with prospects who aren’t ready to buy yet
  4. Making it easy for people to make referrals
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Finding Prospects through Meetup

This seminar gives an overview of how financial professionals can use Meetup to connect with potential prospects and build expertise in specific segments of the market.

You will learn about:

  1. How to engage prospects at Meetups
  2. Adding value at Meetups
  3. Targeting market segments
  4. Leveraging the leadership
  5. Running your own Meetups
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How to Buy
Leads

This seminar gives an overview of the critical factors in generating revenue from purchased leads.

You will learn about:

  1. Maximizing your success with lead programs
  2. How to evaluate sources
  3. Measuring the effectiveness of leads
  4. Why referrals matter with lead programs
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Using Linkedin to Grow Your Business

This seminar gives an overview of Linkedin basics and how you can leverage your existing customers and prospects to grow your business.

You will learn about:

  1. How to search for the best prospects
  2. Expanding your Linkedin network
  3. Maximizing referrals through existing contacts
  4. Leveraging life events
  5. Best practices for being a good Linkedin citizen
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Using Facebook to Grow Your Business

This seminar gives an overview of Facebook basics and how you can leverage your existing network to grow your business.

You will learn about:

  1. How to search for the best prospects
  2. Expanding your Facebook network
  3. Maximizing referrals through existing contacts
  4. Leveraging life events
  5. Best practices for being a good Facebook citizen
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How to Advertise on Facebook

This seminar gives an overview of how to promote your business on Facebook with paid advertising.

You will learn about:

  1. Targeting likely buyers
  2. Creating an effective Facebook ad
  3. Maximizing the value of each lead
  4. Measuring the effectiveness of your advertising