Business Acumen Behavioral Test
This resource helps assess your current business acumen behaviors. Use this a way to identify where you can improve you business acumen development.
Business Acumen Resource Guide
The Business Acumen Resource Guide is designed to build the business acumen of your Producers. The system starts with the Business Acumen Core Program, which is a mandatory program for all new Producers with little to no insurance experience. Producers will choose (with their supervisor) which section is best suited for their development. The Producer will choose from the list of periodicals and develop a plan for weekly/monthly development. To maximize personal growth and business acumen development, it is recommended that all books on the list are read over a period of time.
Conversion / Closing Developmental Worksheet
This resource is designed to identify areas you can improve your Conversion skills. This will organize what you need to do into an actionable plan.
Conversion and Closing Assessment
This resource provides an assessment for a producers conversion skills, sales behaviors, and closing skills. Each individual item will be evaluated personally, by a supervisor and by a peer. Completing this assessment will help a producer understand where they have the greatest opportunities to improve.
Elite Producer – Assessment
This is a self evaluation resource designed to provide clarity to producers looking to become elite.
EQ in Sales – Quick Assessment
Use this resource to quickly evaluate your Emotional Intelligence in Sales.
Monday Game Film
An organized format to review your successes and losses in sales. Be critical when reviewing your sales performances, you will only make yourself better by doing so.
Producer 35
The 35 skills of the Perfect Producer. Tool helps identify where an agency can fill the gaps.
Producer Audit
The Producer Audit is a document that allows you to rank your Producers based on their level of proficiency in 10 topics.
Producer Business Acumen Developmental Plan Ideas
Producer Business Acumen Developmental Plan Ideas is a workbook that helps guide a producer toward the right business acumen development.
Producer Sales System Certification Tool
This tool is an assessment of a producers ability to follow the agency’s sales system. The areas covered are Executive Brief, Assessment, and Plan.
Scoring in each area allows for the identification of strengths and weakness. There are also additional requirements for certification that include business acumen reading, risk research, and insurance continuing education.
Sales Success Behaviors and Tools
Sales Success Behaviors and Tools is a list of items for after Producer Training Camp for new agency. Behaviors are for the Producers to execute. Tools must be developed by the agency.
Selling An Idea Worksheet
This resource helps you identify assumptions and motives when selling an idea. The worksheet also breaks it down into the three groups; the Early Adopters, Middle Group, and Naysayers. Understanding how you will tailor your communications with each group will greatly increase your chance of success.
Value Proposition – Core vs Value
This resource is designed to help you evaluate where you bring Value in the Value Chain. An honest analysis will give you guidance on where to focus your efforts.
WikiRisk 12 Pack
This is a sampling of the WikiRisks available to InCite Members through the InCite WikiRisk Library.
To access the InCite WikiRisk Library, click the WikiRisk tab on the InCite Member website. Here are the InCite WikiRisk login details;
User: InCite
Password: WikiRisk