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Virtual Sales Practice

 
Active Engagement Period:  Monday, October 7 — Friday, October 18
 Schedule: 15 Sessions in 10 days
Practice: 3 Scenarios
 
Book Your Sessions Below

Your Property and Casualty Scenarios

Overcoming Initial
Resistance

Practice overcoming your prospective client's common objections to a cold outreach in a 3-in-1 exercise: 3 attempts in 1 meeting.  

Trial Close & Pre-Commitment

Practice asking for your potential client's commitment to becoming a broker of record before they see quotes in a 2-in-1 exercise: 2 attempts in 1 meeting. 

 

Value Over Cost &
Close

Practice justifying why your client should pay more insurance premiums for a better risk management program and ask for a broker of record in a 2-in-1 exercise.

book your SESSIONS

 

Meet the professional actors and seasoned executives playing the part of your potential customers. Access your role-players' calendars below to schedule your sessions. Book multiple meetings at the same time and get practicing!

1

Andrew

President
Heyl Earth Moving

Name: Andrew
Position: President
Company: Heyl Earth Moving
Business: Grading & Hauling
Scenario: Auto & Fleet Vehicle
Current Carrier: Liberty Mutual
Vehicles: 35 Trucks
Renewal: 1/1/2025

 

Fred Round Frame

Fred

President
SecureShield

Name: Fred
Position: President
Company: SecureShield
Business: High Security & Surveillance
Scenario: Professional Liability
Current Carrier: Insureon
Coverage: $10M Limit - $5K
Deductible
Renewal: 1/1/2025

Kathleen Round Frame

Kathleen

President
Chartreuse Gardens

Name: Kathleen
Position: President
Company: Chartreuse Gardens
Business: Permaculture
Landscape
Scenario: Auto & Fleet Vehicle
Current Carrier: Progressive
Vehicles: 25 Trucks
Renewal: 1/1/2025

2

Dave

President
Stratford Electric

Name: Dave
Position: President
Company: Stratford Electric
Business: Commercial Electrical
Scenario: Workman’s
Compensation
Current Carrier: Employers Risk
Employees: 150
Renewal: 1/1/2025

3

Robert

President
TorqMaster Solutions

Name: Robert
Position: President
Company: TorqMaster Solutions
Business: Valves and Actuators
Scenario: Workman’s
Compensation
Current Carrier: Market First Comp
Employees: 150
Renewal: 1/1/2025