Insurance Industry

Acquire New Clients, Grow Revenue, Expand Referrals

Our Clients

Relational LadderCompetitor Proof Your Team Today!

Our Insurance and Financial Services relationship training solution provides an industry tailored, highly interactive and immediately actionable approach using the The Relational Ladder® process for prioritizing, measuring and advancing your most impactful business relationships.

You will experience:

  • Impactful business development plans and relationship training to deliver on them
  • Increased sales velocity
  • Increased referrals from centers of influence
  • Minimized forecast risk through better transparency into your sales teams’ relationships status
  • Opportunities to create more “lateral and vertical” relationship capital within key accounts

Our Approach Includes:

  • Collaboration with executives to develop the best Relationship Capital solution in support of their objectives;
  • Measurement and tracking of the actual value and strength of each professional’s business relationships through RQ®—our web-based assessment tool;
  • Implementation of “relationship capital advancement” as a core competency into your teams daily work;
  • Transparency into where key relationships stand and progress against objectives;
  • Accountability and throughput are ensured through our executive coaches who are executives currently working in industry.