Master WorkComp Advisor Designation
- Elevate your work comp technical and sales skills
- Connect faster with clients and prospects
- Make high-impact presentations with compelling stories and visuals
- Close the deal
- Maximum Attendees: 8
Benefit: Win the account
Day 1: 8 AM – 6 PM
8 AM – 9 AM: Overview
- Expectations
- Buddies
- Plan
- Execution and reporting
9AM – 12:15PM ExMods
Understanding and selling the Experience Mod through group work, case studies and role plays.
- Understand and analyze the mod
- Understanding the math of the mod so you can simply explain to an employer
- The impact of cancelling and rewriting a comp policy mid-term and how to protect your clients
- The complexities of common ownership and ownership changes
- Dealing with multiple state risks
- Little known tips and strategies
- Correcting mod errors
1 PM – 4 PM Classifications and the Premium Audit
Understanding and selling audits through group work, case studies and role plays
- Spotting errors at a glance
- Correcting audit errors
- Presenting the Audit Package
- Making it easy for clients to figure the audit
- Should you create the Audit Pak for key clients?
- Inclusions, exclusions, and state exceptions
- Reading and understanding classifications to ensure your clients are not overcharged
- Lurking classification dangers
- Clerical
- Independent contractors
- Controlling certificates of insurance
4 PM – 6 PM Injury Management
Understand injury management; selling your capabilities through group work, case studies and role play.
11 steps to injury management including:
- Assessment and reports
- In-house or out-house?
- Backroom and file setup
- Profit sharing potential
- Tracking and controlling routine injuries to prevent runaway expenses
- Working with occupational medicine specialists
- Working with non-occupational specialists
- Working with adjusters
- Recovery-to-work programs
Day 2: 8AM – 12PM
8AM – 8:30AM Recap and questions
8:30 AM – 9 AM Create Your Intelligent Distinction
The dialogue that persuades, business cards that start a conversation, communicating in plain-speak to create insurance understanding.
- Mods
- Audits
- Injury Management
9 AM – 10 AM Case Studies
10 AM – 11:30 AM Turning Promises into Performance; turning Premium into Profit
- Getting the appointment
- Getting the order
- Getting paid what you are worth, what is your pricing strategy?
- Getting the most from MyAdvisorTools.com
11:30 AM – 12 PM Wrap up and final thoughts
Back Home
- Essay/Case Study Exam online
- Pass or fail – you will receive your grade within two weeks
You guys do an awesome job. A great show. A great learning experience. Kudos to you all!
– Craig Holder