Monthly Archives: February 2015

Never Miss A Briefing

Categories

• C-Suite
• Competitive Differentiation
• Definitions
• How to Choose Your Insurance Broker (Series)
• Knowledge Base (Clients Only)►
  • Application Training►
    • 1. System Basics►
      • Account Dashboard
      • Firm Profile
      • Logging In
      • Site Navigation
    • 2. Building An Account (Wizard)►
      • 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►
      • Financial Leakage Report
      • TCOR Report
      • Value Proposal (New Business)
      • Value Report (Stewardship)
    • 4. Advanced Options
    • 5. Ten Minute Trainers (Video Series)►
      • 1. System Basics (Training Video)
      • 2. Data Entry (Training Video)
      • 3. Reporting (Training Video)
  • Sales Training►
    • Analytic Broker Training Series (Videos)►
      • 1. Welcome to TCORCalc
      • 2. Creating Large Account Revenue w/Analytics►
        • 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►
      • $650K in New Business (Video)
      • MNDA (Sample)
      • Re-Thinking Indirect Loss Costs (Article)
    • Client Deliverable Series (Videos)►
      • 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

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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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  February 15, 2017

  How to Take a BOR

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