7 Secrets that Cost Your Client a Bundle on their Workers' Comp

One 30 minute work comp review. That’s all it took for me to save this business owner $31,351 on his work comp.
They had been with the same agent for years and had never had a class code rate and credit review. They thought “work comp is what it is”. After one review I was able to show this business owner that nothing could be further from the truth….. *Just wait till I tell you next time about their audits.

-Matt Stalter Joseph M Wiedemann, St. Charles, IL


Thoroughly refreshing and enjoyable…I have not heard that in a while…great refresher. Every agent should take the Institute, and more than once. I told Jim (boss) how good it was.

I asked for the material you mentioned and I got it private labeled the next day. WOW. You inspired me to get onto myadvisortools.com. I will continue to visit and use the intellectual, marketing, and sales knowledge on it to win.

Thank everyone at the Institute for all you do for our team.

Tim Kelly CWCA
Certified WorkComp Advisor
Towne Insurance


First of all, thank you & the Institute for your communications recently on COVID-19 resources.  As an agency, the insurance industry’s response to Business Income was our client’s biggest concern & questions for the first couple weeks.  Now that has transitioned to Workers’ Comp and how the various States are treating COVID-19 claims and what employers need to know.  So thank you for the helpful info, including the link to that attorney in IL’s memo as well as the link to the NCCI page for State’s legislative activity.

Brett Gamso
Brier, Payne & Meade Insurance


When Owen Taylor of Owen-Dunn Insurance Services was visiting Asheville, he told Kevin and me, “There is no better training to jump-start a producer than your work comp training. I can provide the other coverage learning in-house, but with your work comp training and support, producers have the confidence to move forward with all lines.”


Owen Taylor


“What makes the Institute of WorkComp Professionals so different than other education/training is it just doesn’t stop after the courses. It’s an open phone. Open phone for technical workcomp help. It’s marketing help. It’s getting the order help, It’s talking through getting the most when I present seminars and more.

Your job is truly to turn your Copyright intellectual capital into financial capital.

IWCP is simply a “sweet” deal..”


Stephen Sedlak CIC, CWCA


Absolutely deserved by one of my favorite people in business. Preston transformed our agency from a pretty vanilla operation into a vital part of our community, saving lives through better understanding and
processes that produced incredible results for our clients. Thank you Preston!

Shaun Irwin
Associated Benefits and Risk Consulting, MN



You put ideas out there that no one does; and I love dangerous ideas. Maybe it’s because I used to play professional hockey? You asked me if “I would rather be professional or memorable?”

Well, as a professional hockey player, I’ve been a professional. I hope I was memorable, also.
Now in insurance, though, I’d like to be thought of as memorable, with a professional manner.

You’re helping me get memorable fast. Thanks for this…

Steve Munn
MAI Risk Advisors, Augusta, GA


Pres, “I truly did not know exactly what to expect when Kevin and you visited our agency It was really good with great ideas. Very cool.” I certainly did not think our team would receive the follow up it has. The in-agency Institute and follow up has changed how some producers now do business, and the other producers are “coming around.” Working closely with Steve, a 14 – year producer, has absolutely moved Steve from quoting to just “having a persuasive conversation” with potential clients. This has paid off in his best production year. We’re excited you are revisiting and looking forward to more of our producers embracing the Institute process and changing the way employers see our agency and their insurance.

Thanks again,

Louis Landwehr,
Jefferson City MO
A Member of Keystone Insurers Group



“you and I have been working together on a scheduled basis for the past 15 months. I wanted to share my thoughts about our relationship.

You’ve challenged me; taken me out of my comfort zone to reach higher plateaus of production; and guided me on decisions that were spot on, such as using an outside new development caller to work our hottest leads…current clients.

Your ideas about generating new business are outside the mainstream of insurance 101, and probably even grad courses of sales, but make intuitive in a practical sense…and work. You’ve even addressed our agency’s internal operations with sage advice.

Most of all you’ve helped turn the technical WorkComp knowledge you teach into income streams through help with marketing, seminars/webinars and brainstorming to develop what works best for us at Millennium.

As I mentioned this morning: In 20 minutes you’ve given me a handful of great knowledge and how to put it into immediate action.

Simply said: you keep me and us on track. Thanks for all you do.

Jim Kerin
Managing Partner
Millennium Alliance Agency


PS: You have helped us change our sales presentations and coverage reviews to easy to understand plain language, rather than the analytic techno-babble most agents use. This allows potential clients to discover they truly need our help and should hire us…and they do!



Thank you for your kind and thoughtful words! Mary and I appreciate the opportunity we have had to work with all of you. Our respect for you is both personal and professional. Having been around the insurance business for 30 years, the Institute is unique in basing its validity on a knowledge process rather than teaching producers how to manipulate prospects/customers (which is why in my estimation that they ultimately fail). Simply, it’s not what you do to customers, but what you do for them that makes it successful. For many, such a concept is quickly passed by since they are looking for a magic solution. Happily, you are one of a very few who have seen it differently.
We appreciate your kindness and wish you the best.
Regards, John
(John Graham, Graham Communications)


It can certainly be said that I don’t ask for much from you guys but, when I do, it is a big ask.

You have exceeded my expectations.  Thanks for your help and for the data/thoughts.


Jay D. Harvill

Senior Vice President/Member of the LLC

Lipscomb & Pitts Insurance, LLC


Hi Preston and Karla,
Thank you so much for your help.
Words are not enough to express my gratitude to the Institute and you.  Thank you for your wisdom and help.
Christina Cheung
ISU Insurance Services, Cheung & Associates Inc

Bottom line is this… if you’re wanting to get out of the status quo “hey can I quote your insurance” way of thinking, the IWCP process is there for the taking. Their teaching will take you out of the “dime-a-dozen” agent pool and put you on the shelf with the clients, CPA, and attorney.


Denis Lanaux CWCA

Insurance Underwriters LTD


I almost ONLY write WC and I was pleasantly surprised by how much I learned. Sitting through day one for so long was hard. A long day with a ton of information got tough in the afternoon. But Kevin kept things interesting. The only reason I wouldn’t recommend is to keep my competition in the dark!!


Scott Getz CWCA

Ebensburg Ins. Agency


The institute helped me think of the WC process in more detail and understand how to use the information as my biggest retention tool.


Jamie Howsare



It’s definitely worth your time. We all know that every business has to buy WC insurance but what you’ll learn is how to help them get to the point where they are paying the lowest amount possible. Quoting doesn’t accomplish this. They teach you how to beat the competition.


Joel Tuttle CWCA




It will help you see Work Comp from a different perspective and to understand what a buyer is interested in. If you are a WC “expert”, you will still learn quite a bit. These folks are extremely knowledgeable and also down to earth. They speak to you and not at you. Great learning experience!


Mike Reff – CWCA

Towne Insurance


I greatly appreciate the plain english of Preston & Kevin breaking down the work comp policy!


Fletch Dilday – CWCA

Towne Insurance


Shines new light into workers comp! You will not get lost in the WC math.

Mark Horton – CWCA

Towne Insurance


Long story short; you are correct in your advice. Absolutely, perfectly, 100% spot on. And better yet – you helped me understand how this works. You are one very awesome, knowledgeable workers’ compensation wizard and I sincerely appreciate having you as a resource.

Just wanted to throw you a ton of kudos. Thanks again.

Daniel Reichardt,CAWC, CWCA

WorkComp Solutions Advisor



Very beneficial to agents! The institute provides confidence to have conversations I would have not had if I did not attend the institute.

Cory Cox
Hosket Ulen, OH

- Cory Cox

The institute offers lots of info and opens your eyes to new opportunities. I am anxious to see all the online tools and take the next steps!

Brad Hosket
Hosket Ulen

- Brad Hosket

The institute was definitely worth it! Not only informational but thought-provoking and lots of insight on how to approach prospects.

Chris Wenning
Preferred Insurance Center

- Chris Wenning

The institute offers techniques that set us apart from the crowd and truly help clients in a way that nobody in my state of Ohio is doing!

Gary Roach
The Wiseman Agency

- Gary Roach


The institute focuses on topics that are not widely discussed and sometimes shied away from. The institute will give you additional knowledge that you can immediately implement with clients.

Chas Lowe
Zito Insurance

- Chas Lowe


The institute overall is fantastic! A lot of great information and specific steps/tools we can immediately implement to help create new opportunities.

Nate Bell
Zito Insurance


- Nate Bell

You should definitely go to the Workcomp institute if you are serious about expanding your Workcomp clientele and want to change your approach about the way you cold call. This seminar helps you look totally different from most other agents making cold calls.

Chuck Houser
Indiana Insurance


- Chuck Houser


I recommend other agencies in my network group consider joining the institute!

Steve Griffin
Insurance People of NC

- Steve Griffin


I would recommend this institute – it shows you how to find problems with workers-comp that could be costing clients a lot of money.

Christa Weeks
Mountcastle Insurance

- Christa Weeks


I would recommend coming to the institute because it is more personable than the CIC type classes. Instructors are very knowledgeable and make an effort to get to know you.

Jeremy Yates
The Yates Agency

- Jeremy Yates


It’s a good way to delve into the importance of selling insurance with workcomp in mind, while also learning how to mathematically compute the experience mod and work towards zero.

Lyndsey Neller-Harper
Snider-Killingsworth Insurance

- Lyndsey Neller-Harper


I loved the deep dive into revealing more about Workcomp all together. Now I will use this to my advantage!

April Hayes
Citizens Trust Co.

- April Hayes


Kevin is helping me to better understand complex subrogation and mod reporting information. If all goes as planned my client may see a credit in their previous mods, which leads to large return premiums. This would not be possible without my knowledge of the institutes and partnership with Kevin.

Drew Sherman
W.E. Walker-Lakenan

- Drew Sherman

Wanted to let you know I’ve learned much from the Institute. Part of my job, as an account manager, is to check e-mods and help my clients learn more about theirs.

I found a claim on a mod worksheet that had been there for two years. However, the claim had been dismissed.

It should not have been on the mod worksheet. Our client got back $6,500. This is just one incident in which I’ve helped our client’s get better.

Thanks for all you do for us…especially your educational (and profitable) webinars.

Brandie Collier CWCA
Verity Insurance Services

“How you climb up the mountain is just as important as how you get down. Life for us becomes one big test followed by one lesson. In the end, it all comes down to GRACE. It is how we accept winning and losing, good luck and bad luck, darkness, and light. Let’s all have grace within and with others.”




Kevin, Preston,

I wanted to personally thank both of you again for the knowledge and insight that you shared with me in Vegas.

You guys are what insurance seminars should be. I received my insurance license in 2001 and my CIC designation in 2005 so I have sat thru numerous CE classes/seminars including Ruble seminars for the past 13 yrs but yours trumps them all.

I’m looking forward to Conquering Zero and being memorable!

Thanks again and Have a great weekend!


- Paul Querry


The Institute is one of the greatest things that’s happened to me in my career.

I would not be where I am today, nor would I have the confidence to do what I’m doing if it weren’t for the Institute.
I joined the agency back in 2014 and shortly after enrolled in the CWCA program. The training I received in this course was invaluable and accelerated my learning much faster than I ever thought imaginable.

My father is a MWCA and has been a member for 5 years now. He’s admitted that he’s learned more about workers comp in the last 5 years of being a member than he has the first 25 years of his insurance career. I, too advanced my designation to become a MWCA and it has elevated my knowledge to a level of “no fear”.

I have every bit of confidence in the world that I can help any business with their workers comp struggles. I think my results tell the story. In the last twelve months, I have returned $138,342 in overcharged premium back to my clients.

The Institute has made it so simple… and fun!! Having the institute on my team gives me the confidence to take on the world!

The Institute leaders are absolutely incredible. They are delightful to speak to, always very responsive to my needs and questions, and are among the smartest people I have ever met. Sometimes I think they are more passionate about my success than I am of my own! They are truly industry leaders and innovators.

Jay Roberts
JJ Wade & Associates

- Jay Roberts


Hi Pres,

At this end of year time, we wanted to let you know we like being part of the Institute. Your team has helped us grow, given us answers when needed, challenged us to continually do better.

What’s really nice is your team helps, not just with the technical part of Workers Comp, but help in getting new clients. A good example was our chat today about your ideas and support in putting together Webinars and seminars in 2016.

Thanks very much…and we’re looking forward to seeing you in Memphis at the 2016 Symposium,

Best of all for the New Year,

Christina Cheung CWCA, MWCA

- Christina Cheung


Dear Pres,

My book is now $1.950,000 revenue. It is the largest in our agency of 120 producers.

I’m writing to tell you and your team how strong a role you all play, not only in my production, but in client satisfaction. I truly could not perform this well without your resources. As you know I take advantage of Kevin’s technical comp skills. He helps me highlight claims issues and find opportunities to look like a rock star.

His work leads to BOR ‘s. (I’m a “BOR only broker”)

Our monthly chats, your ideas that seem to come so quickly after I say something, and your strong & persuasive letters and marketing material, along with the other vast array of Institute assets, help demonstrate our agency difference and add seamlessly to the technical issues to help cement the deal.

- Anonymous Agent

Yes, it’s a lot jammed into 1.5 days, but it’s worth it! I like how the information is presented to a small group in a very casual and friendly way. You can really tell they are here to help.

Brad Hodapp


- Brad Hodapp, AW Welt Ambrisco


There is so much to learn about work comp, even though the policy seems so simple. IWCP helps educate us on the many moving parts that can separate you from any other agent your prospect has worked with.

Shelby Wright

- Shelby Wright, Kingsgate Insurance


Not a lot of agents want to better themselves or better yet, put the time into becoming better producers. This class is a stepping stone in bettering your craft and making you stand out compared to your competition. I know I will need to review a lot of the material, but I am much stronger now than before this class. The ongoing and future assistance from the Institute will be nice to have on my side.

- Matt Baker, AW Welt Ambrisco


These guys are the most technically savvy bunch of hillbillies out there. They’re a fantastic partner to have in your court to be the best work comp broker in your territory.

- Eric Pach, Minard Ames/Insurica, AZ

Check this out.
Just landed one of the largest mechanical contractors in the state of Minnesota. Took two years of working through the corporate chain of command but finally got to the DMs. Three presentations, one lunch with the CFO last week, and they finally hired me.

Why? $240,000 (sprained ankle and strained back) in reserves on claims that total less then $35,000 actual incurred from spring of 2004. Ran the mod calc…with no promises, but illustrated mod change if we could change/close current open claims. CFO was furious current agent had not yet addressed the issue within their historical data. And get this…it’s one of the top (Assurex Global) agencies in the state.

Reap huge fees on loss sensitive fee programs? H___ yes! In fact…the fee on the mod adjustment for 2006 and 2007 should be in the area of $60,000. What makes it even better. A guaranteed AOR for next year’s renewal for all lines. Account revenue? $95,000.

Can I say it enough. Your process RULES!

- Matthew Broderson Minnesota


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 HVWM, NC

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

Think of me as all sponge!

Yours to count on.

- Doug Esposito CWCA Broker, Owen Dunn Insurance Services

Hey Pres,

I just closed a $130,000 premium account, start to finish in 33 days from the time I had my first appointment to the time I picked up the check.

I also have a good chance at picking up the benefits in the next 90 days. I was able to throw the other agent under the bus using the Institue’s process and coaching.

It’s just fun.

- Randy Boss Ottawa Kent Insurance, MI

Hi Pres,

Here’s a great story…

The insured had one of those audit companies come in and got back a little over $4,000 from their current insurance company and several more thousands from the prior carrier. The audit company, of course, took 50% for their work.

My partner, John Duncan, sat down with the prospect to prep them for their new audit. While John was going through the packet we provided them, the prospect was shocked that the “so called expert” audit company missed several items.

Bottom line: John’s efforts resulted in the insured getting back several more thousands. We’re now the experts in the our new client’s eyes now.

- Dave Leng Duncan Insurance, PA


I’m fairly well versed in Workers Comp…at least I thought I was. WOW. You’ve taken me to a whole new level.


- Keith Riley KY

Dear Pres,

The Institute is a perfect complement to my Beyond Insurance Series of Workshops, Purple Cow and Changing the Game.

In fact, the Institute is a Purple Cow in the world of insurance.

The Institute delivers practical lessons and strategies in Workers’ Comp that cement current client relationships and help get new clients.

It takes agents out of the quoting game and puts them in the Workers’ Comp consulting arena.

You’ve created an excellent partner in keeping Certified Advisors current with Workers’ Comp marketing, sales, and technical help,

Keep it up

- Scott Addis CPCU

CWCA Beyond Insurance Global Network


This is a simple note to let you know that you have had more impact on my career than anyone. Period. You can quote that.

- Sam Martin Lipscomb & Pitts


The help from Kevin moved the mod 15 points as opposed to 15%. The insurance company made the correction with very little “encouragement”.

Our agency CFO……who is very conservative with $$ said she heard the training was very valuable.

While I acknowledge most agencies don’t have the resources or inclination to spend on development that MSIA does……or the convenience of taking an agency airplane for the day……I do believe many could benefit from a session like that.

We need Kevin to follow up on working through two of the mods with us so that we can complete the task of advising our clients.

- Ross Johnson Mountain State Insurance


We thank you so much for your and Kevin’s assistance last week. Finding the rule on reporting denied claims has allowed us to drop our customer’s mod 15%. This decrease saves $15,000 in premium; as well as their ability to compete for contracts.

- Jennifer Drake Mountain State Insurance Agency, Inc.


I was blown away when I heard Kevin in Orlando at the Birthday Bash on the experience mod. He really knocked me over. He said the right thing at the right time, added humor, and really kept everyone’s interest. He knows Mods.

I was a little worried a few years ago if the Institute would be able to maintain the same technical skills with the same level of charisma as before .After Orlando, I have no doubts. Kevin was really impressive and the program was great.

Anyone who wants to jump ahead and stay ahead of their competition for Workers’ Comp should take the Certified WorkComp Advisor course…especially with the changes coming in Workers Comp.

- Pat Kee Mountain State Insurance Agency


As you know I am not a new producer. I had my way of doing business. But something clicked during Kevin’s and your visit. You opened my mind about using WorkComp, not only as my lead in, but as a solid way to prove my value, along with our agency value.

We’ve worked together almost two years. Almost every week since the time you were in. You have seen me change how I do business.

I’m now out of quoting. I compete on an entirely new level. This is truly fun, this insurance thing.

Your approach is simple, practical, and while at times, seems radical. It pushes me, though, to think differently. This means I can capture employer attention now. Employers probably dazed over when I talked insurance.

Boiling it down: As you say “insurance does not sell insurance.” Insurance words do not sell insurance. Conversations do. You’ve put it all together for me to dramatically increase my sales. This year is my best ever after 14 years in business. I expect to double my business in the next 3. I want you to stay on this ride with me.

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 I got an appointment using the words you and I talked about.

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

As you say, “insurance does not sell insurance.”

Thanks much,

- Steve Tade Winter-Dent & Co

Attending the Institute and receiving the Certified WorkComp Advisor Designation and Master WorkComp Advisor Designation helped me go from analog to hi-definition in WorkComp.

I’ve been able to open doors of large WorkComp accounts I never would have gotten into before.

Truly Pres, the Institute is the catalyst of my career…the ideas, comp technical skill, and your

creativity has instilled more confidence as a WorkComp producer than anything else.

I would not be where I am without what the IWCP has given me.

- Matt Mallory CWCA, MWCA Mallory Agency


In the past 12 months, I’ve attended the Masters Institute and 2 Symposiums, as well as speaking with you on our regular calls.

Putting it all together, you’ve helped me generate business with your creative marketing, seemingly pulling ideas out of the proverbial hat. You’ve helped with positioning me as a revenue generator for my clients. You’ve guided me to stay focused and helped when I needed to chat about an account.

Simply put: you’ve helped me accelerate my sales, change the way I do business, and solidify a career in insurance that’s fun and rewarding.

Thanks for it all…I appreciate beyond words what you’ve done for me!!!

I’m already working on making 2014 my best year ever,

- Justin Black CWCA, MWCA Cartier Agency, MN

I wanted to let you know that we picked up a major mechanical contractor, whose renewal premiums through the incumbent agent would have exceeded $1,100,000! Based on our analysis, and their enthusiastic response to our “conceptual” proposal, we determined that they were an excellent candidate for “self funding” their Workers’ Compensation exposure, which served to reduce their renewal premiums to less than half those being quoted by the incumbent agent! Using the tips and strategies we learned at the Institute, especially those related to:

* the critical importance of “return to work”
* a detailed strategy for a “return to work” coordinator
* the value of detailed job descriptions, which include specific physical requirements, for each type of work their employees perform
* “pre-employment” physicals and “post-injury” treatment by the same “occupational medicine” doctors (based on the job description’s physical requirements)
* a huge dose of “accountability”, including the ability to earn (or fail to earn) some very lucrative bonuses for safe results, throughout their project managers and superintendents

along with numerous other concepts we learned, tools we found on the web-site and continual support from you, Kevin and your staff, have made a huge difference for our fine, new client (and for us as well)!

Thanks for the training, but most of all for being there when we needed help, regardless of whether it was technical, marketing, sales, or just being a good “sounding board” to “think through” ideas. You all made the difference, and we are excited about leveraging all of these “tools” to write even more large accounts in 2013!

- Gary Liles - CIC, CRM, CWCA Webb, Young, Webb, Liles & Tolentino


Wanted to thank you for how you’ve revolutionized the way I do business. The other day, I even got a high-five from the risk manager of a nationally recognizable employer.

When I share my story, I get my buyer’s full attention. Your ideas are simple, jaw popping, and eye opening.

2010 has been an extremely successful year. 2011 may just break all my sales records.

Thanks again for all your help,

- Sam Martin, ARM

CWCA Senior Vice President/ Member, Lipscomb & Pitts Insurance, LLC

I’ve attended one Certified WorkComp Advisor Institute and 2 Master WorkComp Advisor Institutes.

I can truly say that the Institute has turned Workers Comp upside down in so many ways.

I now know the right rules to use at the right time to get the order.

I can now take the technical steps of our copyrighted process, translate them to everyday language, and draw mind pictures in buyer’s minds that jumps me ahead my competitors.

I also have multiple point of sale materials to use to buy a piece of my potential client’s minds. This includes proprietary copyright tools with visuals that etch Compology into employers minds.

This is my sales difference. Since 2008, the Institute training has been worth more than $1,200,000 new revenue to me personally, plus recovering more than $2,000,000 premium for employers.

Each time I attend, and I will continue to attend, I walk out the door with a deeper understanding of this complex coverage and more understanding how to translate the gobbledegook into “plainspeak” to get the account.

The Institute has cracked the code on Workers’ Comp education. You just don’t present a seminar and then say “thanks for coming”

You provide easy to understand high-level education, offer continuous training plus technical and sales help…and all at a minute’s notice, when I need it.

Bottom line: I’ve discovered, recovered and returned over $2,000,000 of Work Comp overcharges. Your training has led employers and me straight to the bank.

- Jim Kerin Millennium Alliance

Hi Pres,

Wanted to let you know that Kevin and you are a huge asset to our agency.

You save us an enormous amount of time and allow us to be viewed as experts in workers compensation when dealing with our clients.

Your team is responsive, professional, extremely accurate and play a key role on our team.

Thanks much for all

- Robert Matthews Starr Matthews

The Institute of WorkComp Professionals has been a exceptional resource to our agency. Operating in the monopolistic state of Ohio, our partnership with The Institute has helped differentiate ourselves from our competitors and improve the results for current clients with out-of-state operations. The expertise that Kevin and Preston provide and their willingness to help us win new business is unmatched.

- Pat O'Neill The O'Neill Group

I’m a technical guy, love the chance to get into the weeds and analyze rules and case studies. You guys rock!

- Mike Piechnik Pelnik Insurance

If you want to create a WOW factor with prospective clients that differentiates you from your competition then IWCP is the avenue for you!

- Joey Gilkey William Blount & Assoc.

You asked me to let you know the outcome of this audit dispute I had been working on (window washing above ground level vs window washing on ground level). After additional back and forth with the carrier we were successfully able to overturn the dispute and get the carrier to agree that the insured was incorrectly classified in the window washing above ground level class code. They were originally asked to pay $37k. We only had to pay the undisputed portion of $15k, and the disputed portion was cancelled. We saved the insured $22k! They called me this morning and were ECSTATIC!

Man it feels good to be an institute member.


- Jay Roberts JJ Wade & Associates

The quality of the information from IWCP, along with the individual support from the team members, are beyond my expectations.

Most importantly, to have the sales theme present in all areas of the program makes the membership my best career investment in a long time. Thank you!

- Gary Duckworth


Your ability to help me with my clients audit and helping us suggest a more appropriate code to the carrier was nothing short of “priceless”. In my clients on words, “I don’t make $15,000 a day. You just help me do that”

Since attending the Institute of WorkComp Professionals in fall 2016, I have dramatically increased my commercial production, opened opportunities that were once unapproachable and now lead the office in production for the very first time.

I often referred to insurance as a non-tangible product but the Institute has given me something tangible to sell and give to my clients. Your process of helping our clients “manage their MODs” is a huge door opener and from what I can see so far, opportunities are endless. I can’t thank you enough for your help, the Institute and the enthusiasm you have restored in me for our industry.

If there is anyone hesitant about signing up with the Institute, please do not hesitate to send them my way.
Look forward to discussing another client’s needs soon.

- Pat Olmert Watkins Insurance

Since signing up with the IWCP and earning the CWCA, I’ve been able to provide more value to my current book of business, as well as knock out the competition on new accounts.

When you become a CWCA, you separate yourself from other brokers. The skills and support you gain help you become more than a broker – you become an essential part of your customer’s business and risk management initiatives. No one else out there is supporting a worker’s compensation program like a CWCA.

The accounts that I am introducing the process to have been neglected by the incumbent. In 5 minutes, I can teach them more about workers’ compensation than their incumbent has in 5 years.

In the last month, I have had more workers’ compensation conversations with business owners than I can count. I’ve even expanded operations outside my state of California. This is due to the confidence and experience gained through the CWCA process.

I even got a bind request during my kick off call with Preston!


- Ryan Wakely, CMIS

Hey Guys,
Being a member of IWCP has been by far, the most impactful insurance group I have ever belonged to.
And, this is from someone with 34 years of experience in professional insurance
IWCP provides us with a roadmap and process to move from the traditional quote and hope agency, to an agency of choice. Each WorkComp client feels they receive meaningful ways, beyond price and coverage, to obtain results they can measure, understand and know they are on the way to their lowest legal minimum WorkComp cost.

Add the network of IWCP “friends” who chip in anytime we want to pick their brains about WorkComp positioning and other market and marketing situations, keeps reinforcing our decision to run with IWCP.

The Institute is a game changer. It’s that simple. You call yourself, “Your Workers’ Comp Help Desk.”
This is definitely not overstated.
I love you guys. Even when my brain isn’t working, which is often the case, yours always are. Jordan and I learn a lot, each time with you. Visiting HQ in Asheville for the day topped it off. Can’t wait to come back. You are the best”

- John Mann, Smart Comp Mid Atlantic

I really enjoyed the time with Preston and Kevin. It’s important to take time and learn new skills or refresh the current ones we have. Pres gives a great perspective on the philosophy of why we can do more for our clients.


- John Campomizzi, The Seltzer Group

If you are a producer that is looking and wanting to separate yourself from the competition, to avoid being looked at as a commodity and to take yourself to the next level then the Institute and the CWCA process is what you need to be doing!

- Bob Huxta, Reed, Wertz & Roadman