Personalized Mentoring for Insurance Professionals


This is a dynamic self-directed mentoring program providing one-on-one assistance for insurance professionals who are interested in making their future the best it can be - faster.


Results You Can Expect

The objective of the mentor program is to move you to your goals faster. I help you become more successful. In every conversation I have with my mentor clients my role is to help you improve in your work, life, and career.


Who Joins the Mentor Program?

  • Current Insurance People Who Want to Enter Insurance Consulting
  • New Agents Who Want to Start Right
  • Current Agents Who Want to Improve Performance
  • Insurance Company People Who Want to Enter the Agency Business
  • Agency Leaders Who Want Mentors for their People
  • New College Grads Who Want to Hit the Ground Running

What Issues Can We Work On?

The mentor program provides unlimited access to me for 6 months. We can work on anything that is holding you back. Perhaps we start by identifying what is holding you back.

  • Marketing actions to quickly increase your business.
  • How to move a resistant prospect off the fence.
  • Who are your clients and how do you let them know you exist?
  • Is a personal website important?
  • How often should you be mailing to prospects?
  • How do you get noticed in the marketplace?
  • How to use your accountant to build your business.
  • What issues can your attorney help you with?
  • How can you improve your proposals so you get more business?
  • What is the right fee structure for you?
  • What reference materials should you buy?
  • What backroom tools should you acquire?
  • What technologies can you use to improve your business?
  • How to make networking events pay off.
  • Marketing that increases your business profitably.
  • Building techniques that retain business.
  • Account coverage reviews and advice.
  • Dealing with difficult clients and coworkers.
  • Strategic help with particular prospects and clients.
  • Managing client relationships.
  • Create a strategy that pulls business to you.
  • Define your market and get noticed in it.
  • Building a referral system that works.
  • Work effectiveness and efficiencies.
  • Proposal reviews.
  • Coverage discussions.
  • Role playing meetings.

How Does the Mentor Program Work?

You’ll receive unlimited access to me by e-mail and phone for six months.

You set the way we work and the frequency of our conversations. Call me for quick help or set an appointment to discuss bigger issues. Email me a question or send letters, presentations, or proposal you’d like reviewed. We can discuss big issues or you can bounce simple ideas off me. It’s your choice.

My job is to goad, push, pull, and poke you. I provide objective, informed advice on the operations and growth of your career and business. It is up to you to initiate any work we do together. Our efforts are at your direction. You contact me with a question or problem, and I respond. We can work on “Macro” issues (marketing, sales strategies, business plans, etc.), or “Micro” matters (what to say at a meeting, critiquing proposals, reports, etc.).

I return all phone calls during business hours within 90 minutes, and all email within one business day. Your investment is $3,500 and is required to begin the work. The fee is not refundable for any reason. However, you may call for a pause in our work at any point. The clock starts again when you are ready.


Getting Started

Before you pay the fee, we reach a mutual decision on whether the program can meet your needs. If we agree to move forward, we’ll start with a review of your written answers to these questions:

  • What’s your personal and work history?
  • What skills do you have that will help you be successful?
  • What is keeping you from being successful?
  • What are your plans for the next 5, 10, 15, and 20 years?
  • What are you looking to gain from our work together?

From there we move on to handling those issues that are most important to you – personalized, customized help to move you forward faster.


Note For Insurance Agency Leaders

The mentor program can be customized to assist agencies and groups of producers. Let's talk about your objectives. From that, we can design a customized program to move you to where you want to go.




I have been very pleased with my association with Scott Simmonds.  His guidance, suggestions, and marketing ideas paid for themselves in the first month.  The ability to borrow from his experiences and immediately implement his proven strategies are essential for a quick start to your career.

Dan Weedin
Toro Insurance Consulting

 

 

Scott:

I mentioned earlier that I've been negotiating with (a municipality)to provide risk management consulting services in the absence of an in-house risk manager.  I'm pleased to report the contract was approved this week.  It's a 12-month contract for a considerable fee. I suspect it will require about 50% of my available time.

I also released just today my first newsletter (finally!). I've already received a call from a 50-attorney law firm to review their own program. Their managing partner expressly referred to my newsletter. Admittedly, we had had earlier (very general) discussions about my consulting services but the newsletter seemed to be what prompted him to call today. Interesting.

Thanks for your help in getting me to this point.

John Pryor, CPCU, ARM, AAI, AIS
John Pryor Insurance Consulting, Inc.

 

Call 207-284-0085 or email Scott@ScottSimmonds.com to discuss your plans and goals