P & C Producer Learning Path Library

Checklists and Reading Assignments

1.  3 Key Concepts
2.  P&C Learning Path at a Glance
3.  P&C Proficiency Definition
4.  Prospecting Plan
5.  Cold Calling Checklist
6.  Initial Meetings with Prospects  Checklist
7.  Closing Meeting with Prospects  Checklist
8.  Closing Meeting Planning Checklist

Discussion Guides

General

• Accounting
• Business Etiquette & Producer Ethics
• Industry Overview
• Marketing

Sales

• Creating a Business Plan
• Sales Process

Discussion Guides

Coverages

• Commercial Auto
• Commercial General Liability
• Commercial Property
• Umbrella
• Workers Comp