PRODUCER ACADEMY

Think MarshBerry. Think Higher Growth Advisory.

Insurance Sales Producer Training

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Initiate. Develop. Close.

Developing insurance producers takes a strong commitment and dedication to instill the skills and knowledge that can inspire producers to reach their validation goals. At MarshBerry’s Producer Academy, experience leaders take a deep dive into proven methods and industry best practices that both new and accomplished producers can use to sharpen their skills to help realize their full potential to generate revenue.

The Pathway to Becoming a Validated Producer

Validated means the producer is paying for themselves and is now a consistently profitable member of the firm. The team at MarshBerry specializes in developing new insurance producers and sales management teams through our insurance sales training course –  Producer Academy.

Whether you are looking to train a new insurance producer or develop a sales management team, MarshBerry’s insurance sales training courses can provide tailored solutions to build and maintain sustainable sales practices and strategies.

Validation starts at the Producer Academy. The MarshBerry insurance sales training programs that focus on the skills and knowledge every sales producer needs to develop to maximize their potential and start generating revenue for your firm. Accelerate your firm’s growth by advancing your producer’s skills.

MarshBerry’s 1.5-day in-person workshop includes:

  • Live instructor-led training
  • Skills reinforcement and feedback
  • Proven consultative selling techniques
  • Opportunities for peer exchange and feedback
  • Support for continued development

Post-Session Reinforcement Tools:

  • MarshBerry Producer Academy Playbook filled with tools, tips, and resources
  • Open office hours with MarshBerry advisors
  • 8-weeks of access to the MarshBerry sales enablement platform, Allego

Insurance Sales Training Course Agenda

  • PSIC Overview: Problem, Solution, Impact, Case Study
  • Value Proposition
  • Overcoming Indifference
  • Dealing with Gatekeepers
  • Voicemail Strategy
  • Prospecting Pre-Approach
  • Don’t Give Up!
  • Individual Producer Business Planning
  • SMART Goals
  • Niche Development
  • Creating Your Prospect Profile
  • Prospect Pre-Qualification Process
  • Top Quality Prospect List
  • Meeting Strategy
  • Creating Awareness of Issues
  • Improving Their Situation
  • Overcoming Meeting Objections & Advancing Opportunity
  • Close & Advance – Book a Meeting from a Meeting
  • Producer, Prospect & Coach Sales Training Scenarios
  • Challenges Sales Situations
  • Taking it Back to Your Office

Great Feedback and support throughout the workshop with meaningful discussions. Enjoyed the program greatly!

2023 Producer Academy Attendee

Class involvement and engagement was phenomenal.

2023 Producer Academy Attendee

I learned to initiate prospecting vs. waiting for people to ‘prospect me.’ Such valuable information and something I struggled with!

2023 Producer Academy Attendee

Just wanted to give you kudos for a great program – very positive material. I’m having fun and also learning a lot – that will help me become a better sales manager and also with future recruiting. We are learning a lot and are excited about future increased production, so that’s encouraging – well worth the investment!

Private Client

The most valuable part of my MarshBerry training were my one on one calls. My consultant provided great insight and background that helped me prepare and properly evaluate my opportunities. I truly appreciated their willingness to challenge my typical sales  process which helped accelerate my learning curve. Selling insurance is like no other sale I’ve made and having a resource like MarshBerry was incredibly beneficial.

Private Client

Thank you so much for the superior training last week. I think it all came together really well when I listened to your approach. I truly enjoyed it!

Private Client
Fresno, CA

Our partnership with the MarshBerry Growth Advisory/Sales Management team has really transformed the way  our producers succeed and in turn the agency has grown. It has been a joint effort by both teams working towards a very intense and specific goal. You gave us the resources/scripts/planning tools/one on ones/manager feedback which helped us grow and also retain them.

Private Client
Miami, FL

They have a keen knowledge and deep insight into the insurance market space. They understand core value drivers and translate that well to future buyers.

Private Client

Contact The Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

View Advisor Bio
Don Folino
Vice President
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View Advisor Bio
Eric Kuhen
Vice President
View Advisor Bio
Don Folino
Vice President

Don Folino is part of MarshBerry's Growth Advisory division where he helps insurance agencies and brokerages build infrastructures that drive organic growth, as well as working with them through the continued development and execution of that process.

Eric Kuhen
Vice President

As Vice President of Growth Advisory, Eric's primary responsibility is to help firms create executional strategic plans to increase firm value, energize their recruiting efforts and increase sales velocity.