Navigating the Now: Multiline Series
As a member of the multiline community in a COVID-19 world, where can you go for news, insights, and practical solutions designed specifically for you?
Hear directly from multiline experts on how they are adapting to our new virtual world and still continuing to growing their businesses. Our experts will share tips and lessons learned from their experiences and offer practical solutions that one can implement immediately.
Beginning May 18 through June 12, AALU/GAMA is hosting a free webinar series designed specifically for members of the multiline community.
Multiline Series
Megan Bronner
Michelle Hubert
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Part I: Series Kick Off and Serving Your Clients
Speakers: Michelle Hubert of Farm Bureau Financial Services, Troy Korsgaden of Korsgaden International, and Joe Gergely of COUNTRY Financial
Date/Time: Monday, May 18, at 11:00 a.m. EDT
As offices and places of work continue to stay closed in response to the coronavirus pandemic, agents and advisors have to adjust to working remotely while helping clients navigate an incredibly challenging time. Join multiline experts as they help you find meaningful ways that can help you manage and add value to your current client relationships during the COVID -19 crisis.
Part II: How to Find and Reach Out to New Prospects
Speakers: Joe Gergely and Trey Berkey of COUNTRY Financial, Troy Korsgaden of Korsgaden International, and Michelle Hubert of Farm Bureau Financial Services
Date/Time: Monday, May 26, at 11:00 a.m. EDT
It’s a unique time for everyone. Life, in general, has changed and many of us don’t know what the next steps are, but the sales cycle must go on. Join our experts for the second part of our multiline series on how to keep calm and create a prospect pipeline during COVID-19.
Part III: How to Build Trust and Confidence Virtually
Speakers: Michelle Hubert, Danny Negin, and Greg Smith of Farm Bureau Insurance of Michigan, Joe Gergely of COUNTRY Financial, Jerry Acuff of Delta Point Inc., and Troy Korsgaden of Korsgaden International
Date/Time: Monday, June 1, at 11:00 a.m. EDT
Trust is a critical part of any relationship. We build relationships with others based on trust, and that relationship evolves as trust increases/decreases. As virtual selling becomes the new normal, agents and advisors have to become more comfortable building trust via online connections. Join our experts for the third part of our COVID-19 series on how to build trust and confidence in a socially distant world.
Part IV: How to Close Business and Series Wrap Up
Speakers: Joe Gergely of COUNTRY Financial, Mark Miletello of American National Insurance Company, and Michelle Hubert of Farm Bureau Financial Services
Date/Time: Monday, June 8, at 11:00 a.m. EDT
We are all in uncharted waters together and people’s attention is more divided than ever. Fortunately, building sales relationships is not just about one meeting or the short term. Join our experts for the last session of our multiline series to obtain practical advice on how to close business in a virtual world and how to still remain positive, even if your prospects stall in the pipeline.
Become a Member
Ensure continued access to the full suite of AALU/GAMA resources. Select resources open to profession for limited time.
Resources
PDF: Want to Provide Excellent Service? Know Your Clients
Virtual or not, you cannot provide excellent service to your clients if you don’t know their backgrounds, goals, and worries. Use this template (or make your own) to help make reviews structured and capture all the precious data you’ll collect.
Resource compliments of Trey Berkey of Country Financial
VIDEO: Multiline Series: Ryan Hendrickson: Building Trust and Confidence Virtually Recap
PDF: Multiline Series: Using Soft Words to Sell Effectively
PDF: Multiline Series: Know Your Numbers