SCORE Phase I is a comprehensive 5-day in-house training program, designed to bring your personal lines staff to a proficiency level where they can compete successfully with Direct Writers.

In the SCORE Phase I program, the participants will learn skills such as:

• Structuring phone conversations - the "Plan"
• 6-step approach to true client satisfaction
• Opening up the pipeline of communication
• How to deal with objections to price
• How to close an important sale
• Converting policy features into unique personalized benefits
• Organic approach to cross selling
• Managing client expectations

SCORE Phase II is a comprehensive 5-day in-house coaching program, designed to work with both management and staff to successfully transition the personal lines business objectives into an executable plan.

The SCORE Phase II program will provide:

• A clearly defined approach to realizing sales objectives
• Methods for utilizing their Broker Management System as a means to successfully monitor daily staff activity
• The effective use of score carding as a sales tool and means of reducing E&O exposure
• The ability to build effective, powerful phone scripts to deal with today's sophisticated client