TIPS (Training Insurance Producer Systems)

Spring 2009 Training Sessions

TIPS is a comprehensive producer training course that gives producers the unique combination of insurance technical knowledge and sales capabilities they need to grow their business. Cookson Walker Consulting brings to its clients extensive training and insurance technical skills. Our proven innovative techniques are delivering highly motivated, qualified insurance producers and support staff to the insurance brokerage community in Canada more effectively and faster than any other program. This interactive, fast paced program provides complete integration of technical training, sales training, E&O avoidance and underwriting guidelines to ensure individuals return to their office ready-to-work. For Brokers TIPS™ can: Develop new commercial lines producers within weeks. Allow existing producers to refine their technical abilities and improve closing ratios. Design a customized program to match technical training to target audiences. Ensure producers will recognize and understand at least ten different types of coverage including: contents, equipment, customer’s goods, boiler and machinery and business interruption. Train producers to gather all the underwriting information necessary for ensuring the best possible quote from insurance companies. Teach producers the most effective way to gather information from clients. Advise producers on how to develop multilayered communication within companies to eliminate stress for clients. Share proven sales techniques and build confidence with new and existing producers, ensuring their ability to meet and work with clients. Make requesting referrals the easiest part of any sales or service visit. Deliver templates for required documentation including checklists, proposal formats, service contracts for clients and procedures manuals. Teach producers the benefits of key coverages, the limitations, how to set limits and the right vocabulary to use with clients. Enable producers to appropriately select and explain coverage benefits to clients and to identify and capitalize on opportunities to upsell. Give all participants ample opportunity to practice their new techniques so they can be comfortable in sales calls and present a polished proposal absent of E&O mistakes. Evaluate producer sales and technical skills using Underwriters and Experienced Producers in a final presentation/exam day. For Brokers and Companies TIPS™ can: Provide a valuable service by assisting with the difficult task of training new commercial lines producers. Develop new producers who understand the importance of clear concise submissions. Create a win-win philosophy with new producers to ensure they are sensitive to the expectations of their insurance company partners. Through the underwriter panel, critique the mock presentations of new producers, reinforcing the elements of good submissions. Insurance Broker Continuing Education Accreditation: TIPS™ seminars qualify for provincial continuing education accreditation as follows: Ontario - 16 hours technical credits British Columbia - 8 hours technical credits Manitoba - 16 hours general credits Dates and Locations: TIPS™ will be run in the following cities this Spring: Vancouver, BC, April 20-24, 2009, Blue Horizon Hotel Toronto, ON, May 4-8, 2009, Ontario Bar Association Conference Centre Ottawa, ON, May 25-29, 2009, Four Points Gatineau-Ottawa Hotel Mississauga, ON, June 8-12, 2009, Centre for Health & Safety Innovation To register, download the information and registration form for the city you wish to take the course in: Vancouver Information and Registration Form Toronto Information and Registration Form Ottawa Information and Registration Form Mississauga Information and Registration Form Registration Fees are $1,995 per participant and include 5 days of training, breakfast and breaks on each day. Lunches are not included. You are encouraged to register early. Registration Inquiries? Call Rachel Chancellor at (416) 368-7990 x 237, or e-mail: rchancellor@cooksonwalker.on.ca Seminar Cancellation Policy: Registration fees less than $50.00 is refundable if cancellation is received FIVE working days before the seminar. A registrant unable to attend may send a substitute. While every reasonable effort is made to provide programming in conformity with this advertisement, rights are reserved to cancel or reschedule as necessary. GST Registration No. R122577307.