CIB’s 6-month, on-demand, coaching-based New Producer Development Program. This program helps a new producer to get up-and-running quickly by ensuring they do the heavy initial prospecting needed to succeed. To see the full pdf document, click here.
Tips for navigating through your first year as a new insurance producer Build an aggressive prospecting plan; break it down into daily and weekly activities. Set specific prospecting activity goals (# of calls to make and # of appointments to set) to build your pipeline; write down your daily and weekly prospecting activity targets and… Continue Reading
My Target Markets: Focus on 3 niche markets – What niches will you prospect? Target Accounts: 26 Prospects – 90 days – you need to meet with 2 prospective clients each week. Who are the target accounts that you will set an appointment? Centers of Influence: 12 spheres of influence – 90 days – explore… Continue Reading
This weekly report should be filled out by new producers and submitted to their sale coach at CIB. Prospecting Activity Number of Calls Number of Contacts Made Number of Appointments Set Number of X-dates Appointments Set (enter name and appointment date) Also include a little about your new meetings from the prior week Pipeline (total… Continue Reading
Success Profile Position Title: TITLE – CLIENT – CITY, STATE Position Overview: The primary role of your role as a TITLE – more commonly referred to as a producer – is to generate new clients and then maintain your clientele (“book of business”). As a producer, you will sell solutions from a broad portfolio of… Continue Reading