Managing Effort: Getting Results
This program is designed to help managers improve performance and results through training, coaching and facilitating the development of their staff as responsible self-managers.

Activity Based Selling (ABS™)
This program teaches systems that will provide brokerage owners and sales and service managers with everything they need to develop producers and commercial lines CSRs to excel at selling and servicing new and existing business.

Coaching, Mentoring, Training
This program will help managers and supervisors understand the different roles and responsibilities of coaching, mentoring, and training.

Strategic Thinking and the Skill of Mind Mapping
Mind Mapping is an effective, easy-to-learn skill that has multiple applications in a business environment.

Dealing with Difficult People
Every day in the work place, we are expected to manage relationships, which may involve stressful interactions with people and/or situations.

Introduction to Leadership
Leadership is a critical element for success in all organizations. Leaders are necessary at all levels throughout a brokerage.

Visionary Leadership
Understand the 3 critical elements necessary to be a leader.

Executive Training
Brokerage owners will understand the importance of communicating goals effectively to staff and sharing results.

Merging Cultures
When organizations merge, there are often two very different cultures brought together.

CSRS™
This program highlights workflow standards, working with producers, protocol for producer meetings, using BMS effectively and setting and keeping service standards.

Advanced CSRS™
Advanced CSRS™ emphasizes cross-selling and upselling, dealing with difficult people, goal-setting and measuring progress, eliminating backlogs, developing routines for new CSRs, best practice communication and exceeding customer expectations.

Getting the Basics Right!
This program is customized to ensure your customer service representatives know and implement your customer service standards.

What To Do When Things Go Wrong!
Effective complaints handling can transform an unhappy customer into a loyal client.

Tone is Everything
This course is designed for brokerages with established standards that want to ensure every employee knows how to deliver the company standards in a positive and effective way.

Business Continuity Planning - A Risk Management Approach
More than 350 events can interrupt your business and cash flow. Every business should have a continuity plan to guide your organization through a disruption effectively.

Communicating During a Crisis
When a business suffers a disaster, maintaining the confidence of your customers, employees and financial partners is critical.

Training Insurance Producer Systems (TIPS™) TIPS™ is interactive accelerated sales, technical and E&O avoidance training for producers. The training is for all brokers who desire to grow organically and who require related sales training.

Advanced TIPS™
Advanced TIPS™ is a follow-up to TIPS™ and combines classroom instruction with real-life application for a powerful training course that will motivate senior producers to sell better than they ever have before.

The ABC's of Seminar Selling
This program provides the steps for attracting an entire audience to become your clients, rather than approaching clients one at a time.

Introduction to Principled Negotiation Following the widely accepted protocol of Principled Negotiation. Interactive day focusing on the four key goals of good negotiations

Strong Mind Strong Body
This program will startle you. Current research provides a wealth of valuable information on intellectual and physical fitness.

Learn to Learn
This program is for every learner in the work place today. Medical research in the last five years has revealed 95 per cent of what we now know about the human brain and how it works.

AccelaReading
This program helps adults understand the reading strategy that they are using and how they can improve their skills in five easy steps.

The Gift of Time
Feel rushed? Always behind? Overworked and underpaid? This course will help you manage your time more effectively.