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Monthly Archives:
February 2015
Sales Platform for Insurance Brokers
2015
February
Analytics are for Selling
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Categories
C-Suite
Competitive Differentiation
Definitions
How to Choose Your Insurance Broker (Series)
Knowledge Base (Clients Only)
►
Application Training
►
1. System Basics
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Account Dashboard
Firm Profile
Logging In
Site Navigation
2. Building An Account (Wizard)
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1a. Create New Account
1b. Account Basics
2. Policies
3. Lines of Business
4. Financials
5. Risk Financing (Non-Captive Policies)
5b. Risk Financing (Captive Policies)
6. Loss Costs
7. Indirect Loss Costs
8. Project Management
3. Reporting
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Financial Leakage Report
TCOR Report
Value Proposal (New Business)
Value Report (Stewardship)
4. Advanced Options
5. Ten Minute Trainers (Video Series)
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1. System Basics (Training Video)
2. Data Entry (Training Video)
3. Reporting (Training Video)
Sales Training
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Analytic Broker Training Series (Videos)
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1. Welcome to TCORCalc
2. Creating Large Account Revenue w/Analytics
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2a. Sales Message of the Analytic Broker
3. Understanding TCOR
4. Delivering Business Results to Buyers
5. The Basics of Prospecting
6. Sales Principles of Analytic Brokerage
Broker Tools
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$650K in New Business (Video)
MNDA (Sample)
Re-Thinking Indirect Loss Costs (Article)
Client Deliverable Series (Videos)
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The Financial Leakage Report Demo (Video)
The Value Proposal Demo (Video)
The Value Report Demo (Video)
Selling Series (Videos)
Sales Process
Selling w/Data and Analytics
Special Reports
Young Broker (Series)
Recent Posts
August 31, 2017
Stop Kicking the “Quantification” Can
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May 4, 2017
They Copied All They Could Follow (TCOR)
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April 20, 2017
Stop the B.S.
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April 6, 2017
To Write Larger Accounts, Get to the Point!
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