Elite Producer Workshop Sept. 12-13
Growing your income with small group self-funded plans
Allied National is pleased to announce our Elite Producer Workshop for 2016. This workshop is open to any group health broker who is committed to improving their sales skills and building a block of business with small group self-funded health clients. You will learn how to become profitable in the small group health benefit market by being an expert in selling self-funded plans.
About the Instructor
This multi-day interactive* workshop will be taught by National Sales Director, Dan Meylan and will be offered in five locations at various times throughout 2016. Dan brings more than 40 years of commercial insurance sales experience as a producer, agency owner and senior executive of national retail and wholesale brokerage operations. Dan has built several agency operations from scratch, participated in more than 50 agency acquisitions or sales and managed as many as 200 insurance sales professionals generating in excess of $100M in annual commissions.
Cost $250
Invest in the future of your business. Attend this multifaceted workshop and learn from a nationally recognized speaker about how you can increase your profits while better meeting the needs of your clients. You'll come away with motivation, incentive and a better understanding of how to make more money and better assist your clients during the Affordable Care Act era.
Please Note: The cost of the workshop remains the same whether or not you use the hotel accommodations. The $250 fee goes toward instruction and a comprehensive workbook featuring the charts and examples you need to sell self-funded group health benefits plans; plus a cocktail reception, five meals and three snacks. The two-night hotel stay are complements of Allied National. Travel costs, meals outside of the workshop and additional hotel nights are the registrant's responsibility.
Registration will be limited to 35 attendees.
*Bring your laptop to participate in the interactive activities.
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Learning Objectives:
– Provide methods to successfully market, sell and retain small group self-funded health plans
– Improve self-funded technical competence, business skills and communications abilities
– Demonstrate how to build long-term strategic business relationships with your clients
– Establish a strong value proposition as a professional healthcare adviser
– Learn how to build a team and organizational systems to support the growth of a vibrant, profitable employee benefits practice
Workshop Sessions:
Session 1 – Business planning 101 – preparing to succeed
Session 2 – Positioning yourself to win every time - strategic salesmanship
Session 3 – Establishing your value proposition as a healthcare adviser
Session 4 – Sustaining trust with your client
Session 5 – Building systems to drive growth and profit
Session 6 – Growing your team
Wrap up – Case studies, assignments and action plans
Workshop Format: Entire Workshop Format is business casual apparel.
Day #1
7:30-9 a.m. Continental Breakfast at Fairfield Inn
9-10 Set up and registration
10-11:15 Session1
11:15-11:30 Break and grab lunch
11:30-12:15 Lunch(Introductions)
12:15-12:30 Break
12:30-1:45 Session 2
1:45-2 Break
2-3:15 Session 3
3:15-3:30 Break
3:30-4:15 Session 4
4:15-4:30 Break
4:30-6 Reception
6:30-9 p.m. Dinner
Day #2
8-8:30 a.m. Continental Breakfast at UGA Tifton Campus Conference Center
8-9:45 Session 5
9:45-10 Break
10-11:30 Session 6 & Wrap Up
Depart
