Insurance Agency Simulation – Agency Challenge!™

Course Summary

Appropriate for: Insurance Industry

A Management and Leadership Development Course focusing on Insurance Agencies.

Over a period of several days, course participants will be introduced to the fundamental business tools needed to achieve long-term profitability and competitive advantage in running an insurance agency. Participants will be challenged to apply these tools in a insurance agency business simulation (a “virtual” Agency) where their performance will be evaluated by a marketplace that has been created by competing teams.

This simulation is available for both Independent and Exclusive agencies/brokerages. There is also an Employee Benefits version of this exercise.

Course Details


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“The Instructor is one of the most effective coaches who is able to tease participants into breaking down complex financials in a simple yet manageable way. Our employees came away from a day of training engaged and able to apply these tangible tools in their business. Sales Management moved our team from understanding concepts to understanding and applying tools to their business plans……immediately! I have no doubt that our new areas where we are driving change will see change because WE have changed.”
– Branch Manager, August 2011