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Insurance Consultant's Handbook - Ebook and Worksheets
Part Number IC Handbook E
Insurance Consultant's Handbook - Ebook and Worksheets
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$295.00
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Here, in one place, are the business practices, strategies, and tactics I've learned as an insurance consultant. Here's the advice I give as part of my Mentor Program.

If you’re considering consulting as the next step in your insurance career then The Insurance Consultant's Handbook will help you avoid the missteps and pitfalls. You’ll make faster progress and you’ll spend less money by avoiding things that don’t work. This book will make you a better consultant faster.

If you are currently consulting, this book will show you how I have been successful in a short period of time. I guarantee that there are ideas here that will improve your current game.

The Insurance Consultant's Handbook will save you hundreds of hours of false starts and blind alleys. Hundreds of hints and tips, sample reports, proposals, and checklists. Learn what works and doesn't work in building and marketing your insurance consulting practice.

Here's the Table of Contents:

  • Introduction
  • Points to Consider
  • Marketing - Fast Simple Ways To Get Business to Come to You
  • Working with Prospects
  • Working with Clients
  • Backroom Issues
  • Appendix 1 - Start-Up Plan Organizer
  • Appendix 2 - Proposals That Got Me the Business #1
  • Appendix 3 - Proposals That Got Me the Business #2
  • Appendix 4 - Proposals That Got Me the Business #3
  • Appendix 5 - Proposals That Got Me the Business #4
  • Appendix 6 - Letter To Agents Requesting Account Info
  • Appendix 7 - Exposure & Risk Identification Worksheet
  • Appendix 8 - Bid Process Rules Of the Road
  • Appendix 9 - Broker Selection Questionnaire Form
  • Appendix 10 - Bid Specifications Template
  • Appendix 11 - Client Report Template
  • Appendix 12 - Ongoing Issues Matrix Example

You'll find a broad range of information including:

  • Getting your first clients fast
  • Setting up an effective referral network
  • What's important in your website
  • Marketing by email
  • Effective voice mail work
  • Speaking to promote your business
  • How published articles help you market yourself
  • What makes a winning proposal
  • How to set fees
  • Should you offer a guarantee
  • How to work with clients
  • What report format works
  • How to work with insurance agents
  • How to handle your client's bid management process
  • Where to look for professional liability insurance
  • What systems work best for file storage and backup
  • Time management help

"Your handbook saved me months of trial and error." Chris Stevenson - Idaho

The Appendix consists of 13 documents and forms I use in my practice. I've included samples of successful proposals I have used. There are report templates, sample letters, and my exposure checklist along with other documents you can use in your practice.

In all, The Insurance Consultant's Handbook includes over 130 pages of solid, hard-hitting advice that will get you moving in the best career in the insurance industry.

My Guarantee - Buy the book. Review it for 7 days. If you don't think that the information, advice, and forms are worth every penny you paid, send me an email telling me what you didn't like, and I'll refund your money.

Wow, That's A Lot Of Money For 135 Page Book! There are a great number of books that cover the world of consulting. This is the only one exclusively for insurance consultants. No other handbook provides the special knowledge included here. None include forms you can use that save you the time and hassle of developing your own. This book will save you hundreds of hours in time. It will prevent you from making the same mistakes I made. I learned those lessons at a cost of thousands of dollars. You get them for only $295.

Bonus #1 - Along with your order you will receive the digital version of the forms, proposals, and checklists that are included in the Appendix of the book. You'll get the Microsoft Word file to make life even easier for you. These documents are the product of hundreds of hours of effort on my part. You won't even have to type them!

Bonus #2 - As your second bonus for buying my book you'll receive a 30 minute free phone consultation covering any aspect of insurance consulting. Read the book and email me to set up a mutually convenient time to talk. You'll get straight talk and direct advice to help you move forward even faster.

Note 1: Order with confidence I guarantee the information will help you - you'll save time, you'll avoid some of the mistakes and you'll be more efficient.

Note 2: This work is only available as an e-book You get it fast, right in your email box. Read it on your computer or print it out and put it into your own three-ring binder.

Our digital products are delivered to you almost instantly.

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