Institute Agenda

 

The two-day, live Institute is ten engaging, interactive, hands-on sessions led by veteran WorkComp experts and practitioners – online and at different cities around the country. It’s Workers Compensation training that gives you the real-world tools and information you need to jumpstart your career.

Kevin,

I’m mad at myself that after 33 years in the insurance business I’ve

never put the process together the way the Institute has. Now that I’m a

CWCA, I see workers’ comp in a whole new light.

Anthony Charles

SCS Insurance

Great Neck, NY

Day 1

• Leadership. You’ll give employers what they have been missing from every other insurance agent!
• Employers lose thousands and thousands of premium dollars each and every year due to mistakes and errors. Deliver refunds and become a hero to employers by identifying and correcting mistakes and errors in audits.
• Unravel the mysteries of the Experience Modification Factor and show employers how “Bidding and Quoting” Workers’ Compensation fails to drive down costs.
• Establish an injury management process that builds lasting relationships and reduces long-term costs to employers.
• Discover the niche markets that are hungry for your services

 

8:15 – 8:30	Registration
8:32 – 9:49	Proof. Keeping Score to prove you turn promises into performance.
10:00 – 11:53	Find and fix the audit errors that are rampant in the system. Lock out competitors, earn new clients and line your pockets with more moolah.
11:59 – 12:58	Lunch on site.
1:01 – 2:32	Pullout your microscopes to analyze the Experience Mod. Create the roadmap to help employers drive their Mod down to the lowest legal minimum. Result: Shrinking premiums. Think about this as a fee earning opportunity.
2:44 – 3:46	Built a system to resolve employee injuries while minimizing claim costs.
3:58 – 4:36	Determine which business types to call on for the highest probability of getting hired to become the broker of choice.
4:36 – 5:16	Strong financial and E&O reasons why your agency must control both Workers’ Comp and Employee Benefits
5:20	Relax and network with us

 

Day 2

• Help Implement processes that reduce lost workdays due to injury by 60% to 80%
• Create an endless stream of referrals because of your work.
• Leverage your new arsenal of tools for making more successful sales
• Help employers develop a healthy, productive workforce.

 

8:01 – 8:44	A dramatically different approach to injury prevention.
8:57 – 10:53	“Find ‘em, Bind ‘em, Lock ‘em in for life™” Client Attraction Program – no direct mail or telemarketing Earning the order – Take price off the table Lock ‘em in and generate endless streams of testimonials and introductions
11:01 – 11:40	Tools that lead to broker of records – Demo HR and Certified Advisor Web Sites – Demonstrations that will have you gasping for more.
11:42 – 11:57	Leveraging your Certified WorkComp Advisor designation
12:03 – 12:53	Vittles on site.
1:01 – 2:59	At home commitments: Hit the road running: your first 30 days Map first 30 days home Install client exit barriers Create new business marketing plan Reinforce and track commitments Finish – Wrap up

 

You now have the knowledge and skills to success, but we don’t say goodby. We’re here to get you going!

 

Back home:

 

• Take the certification exam
• First two weeks – send more worksheets for join review
• Install exit barriers to retain top clients for life
• Call to schedule virtual sales meeting follow up for month 2-3
• Enroll account managers in Certified WorkComp Specialist Institute within three months.

 

Apply Now!

“The Institute has revolutionized our business. For the first time in years, I love going to work. I was ready to call it quits. Then I found the Institute. It put fun back into my insurance life. I’m still having fun writing larger accounts than I ever did before.”

Bob Seltzer, CWCA

Seltzer Insurance, Orwigsburg, PA

 

“This morning I calculated the effects of the CompTrol Process with one of our carriers over the past 20 months since I began producing as a CWCA.  The effects of the process?  A 2% loss ratio!  Talk about a tool to capture prospects, create clients for life, and become the sought after submission for underwriters.  I can’t wait for more!” Matthew R. Hislop CWCA, Team CompTrol Kraus – Anderson Insurance MN

“Have anyone, anytime call me. (As long as they’re not in Western North Carolina)I’ll tell them to change, heck, even cancel, appointments, to get to one of your Institutes. It’s such an advantage for me and such a great service for an employer, I’m amazed everyone you talk to doesn’t attend. Keep up the continuing stream of powerful knowledge that keeps me ahead of all my competitors.

You’ve made me a WorkComp believer,

-Tony Newsome CWCA, HVWM, NC

“Your team consistently earns the support.  I am truly appreciative that you keep raising the bar and allow us the absorb and reap the benefits.”

Think of me as all sponge!

Yours to count on,

Doug Esposito CWCA, Owen- Dunn Insurance Services, CA

 

Your investment:

 

Live Course:

 

The investment is $350/mo for the agency. This provides a scholarship for all producers in the agency to attend a Certified WorkComp Advisor Institute and all account managers to attend the Certified WorkComp Specialist Institute.

Your membership fee includes continental breakfast, snacks and lunch , 200+ page manual with a download of all the manual material and a 90 day license for ModIMPACT™, the Institute’s Experience Mod analysis software. You’ll receive details about making hotel reservations and ground transportation via email after you register.

Find out more

 

Want to know more about the Workers’ Compensation Certification Workshop, contact Pres Diamond or Kevin Ring or call 828.274.0959 or fill out the online qualification form…

 

90-Day No Risk, No Hassle, No Fine Print Money Back Guarantee

If within 90 days of the first session you find the Institute is not for you, just send back your manual and we’ll refund 100% of your investment.

Hey Pres,

Wanted to let you know i picked up an account I’ve been calling on for 8 years and never got to first base…not one appointment..

After working with you, I called again and WOW, this time got an appointment using the words you and I talked about. I no longer ask if they are taking quotes like every other agent that calls him.

When I visited the potential client, he continued to talk about his business for over an hour. I learned a ton about his what he wants, what he needs, and how to work best with him.

As you say, “insurance does not sell insurance.”  So after the 9th call, I get the appointment and walk out with a $13,000 revenue account. Plus I expect good introductions to his business friends.

Thanks for the strategies that allowed me to finally land this one,

Steve Tade

Winter-Dent & Co.