Property Casualty Insurance School Training

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New Personal Insurance training

Who is Penguin New P&C Class Designed For?
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  • New property casualty insurance agency owners or producers who are new to the P&C industry.
  • New agent who started agency from scratch, and are now struggling.
  • Independent Agency owner or producers who haven’t had proper training on how to sell P&C personal lines insurance.
  • Life and Health Agent who transitioned to Property and Casualty Insurance.
  • Non standard P&C agent who transitioned to become a preferred personal lines agent.
  • Tax professional, Real Estate Agent, mortgage broker and other sales professionals who are looking to transition to become a P&C Agent.

Why Penguin School of Insurance?

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  • Courses are taught by instructors who have proven a record of success as an agent.
  • We don’t teach agents how to take order, we teach them how to become a risk manager, consultant, and a relationship manager.
  • We don’t teach our agents how to pass a test, we teach our agents how to increase closing ratio, cross selling, increasing retention, and how to ask for referrals.
  • Our dynamic in-person course includes: role play, case study, interactive hands on projects, and real life scenarios based on training materials.
  • We are located in sunny Northern California; center of innovation for the world.

Who are Penguin’s Instructors?

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  • Penguin’s Instructors must have a successful track record as a producing agent.
  • Penguin’s Instructors must also have a successful track record as a sales manager, mentoring agent, and leader.
  • Our philosophy is, the agent needs training from someone who has walked the walk, and someone who lived through the joy and hardship of being an agent. Not an underwriter or corporate professional trainer who has never sold anything in their lifetime.
  • Penguin’s CEO, Bo Peng, often teaches many of the classes we offer.

Sample New Agent Training School Agenda

Day 1 – Auto Insurance 101

    1. Review an auto declarations page
    2. Take down information, fill out quote sheet from a phone call
    3. Rating factors for an auto policy
    4. Quoting an auto policy
    5. Selecting coverage
    6. Different features and benefits of certain coverage

LUNCH

Home Insurance 101

  1. Review a home insurance declarations page
  2. Take down information, fill out quote sheet from a phone call
  3. Rating factors for a home policy
  4. Quoting a home policy
  5. Selecting coverage
  6. Different features and benefits of certain coverage

Day 2 – Live Sales Training

    1. In-person insurance review
      • Getting to know the client
      • Probable insurance situations- potential issues.
      • Present USP- Why you?
      • Review current coverage
      • Prepare solutions
      • Close
      • Referrals

LUNCH

  1. Objections
    • How to prep for an in person review
    • How to handle objections
    • Different closing options

Day 3 – Agency Operations

  1. Marketing Program
  2. Agency Compensation
    • Staff Compensation
  3. Business Planning

Day 4 – Quoting and Processing

  1. Ezlynx Quoting
    • Starting a profile
      • Inputting pertinent infor-mation
      • Navigation of rating and management system
    • Bridging to top 4 carriers for home and auto
    • Where to check address/territory analysis- brush concerns
    • Reviewing loss history
    • Projected Loss Ratio (PLR)- Cal-culation, live example

    LUNCH

  2. Binding, Billing, Processing
    • Issuing a policy
    • Follow up after a policy is issued
    • Mortgagee Certificates/ Evi-dence of Insurance
    • Endorsements
  3. BOR/AOR Process
    • Requirements of BOR
    • Required Documents

Day 5 – Case Studies and Presentations

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Send email to : marketing@penguinca.com

RSVP for Class : 408.898.2331 or email.