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At Client Focus Connections we understand that a sales agent is a company’s most important asset because he/she deals directly with a prospect and/or client. Therefore we know it is important to offer support to you, the sales agent, so you can complete your job in the best way possible. Through our coaching and consulting services, we strive to build a relationship with you that can assist you in your success.

Client Focus Connections offers weekly coaching calls for our clients covering topics listed at the bottom of this page; as well as one-on-one monthly consulting with each client.

If you have any questions, please call us at 1 (877) 692-3400, email us through our contact form here, or join a Coaching and Consulting Orientation this friday! (Details listed below)

With an Introductory Offer

Every Monday 10 AM in each time zone - up to 30 minutes of coaching

• Phone: 1 (218) 339-4600
• Access Code: 896659#
• Webinar: http://coach.clientfocusconnections.com
• Meeting name: clientfocus

Schedule for Coaching

• January 18:
  • Who is Client Focus Connections?
  • What do we offer to Agents, DM’s, Companies?
  • What is our Website?
  • How do I get started with Client Focus Connections?
  • What does it cost and what options are available?
  • Who is allowed to join in on the Conference Calls?
  • How do I get One on One Consulting? Open Forum for questions and answers.


• January 25:
  • It’s a NEW YEAR! How do I get a jump start for the year?
  • How do I set my goal for the new year? How many marketing arms should I have in my office?
  • What are some marketing ideas?
  • What is ROI (Return on Investment?) and how do I figure it?
  • I am new or an older agent that is just getting into Commercial Insurance how do I track my leads and how do I select leads?


• February 1:
  • Explain what are SIC codes and what are GL codes and how they are used in the industry and how to find the correct one when talking with an underwriter.


• February 8:
  • Building Construction types and how they effect the rates of the building.
  • How the General Liability rates are affected with different exposures added above the main exposure.


• February 15:
  • Open Forum – Agents Questions that have come up. And open to all go ask questions.


• February 22:
  • How to prepare for that 1st visit with a prospect.
  • What information to collect and where to get the correct questions/information an underwriter needs.


• March 1:
  • Are all clients in a market the same, ie. Are all Restaurants the Same, Are all body shops the same, do they all have the same exposures?


• March 8:
  • Why do I need to go out to all the accounts and do an on site inspection/walk through?
  • Why can't I just use my competitions current policy since it is OK for the client now?


• March 15:
  • How to properly do a survey/inspection without upsetting the client.
  • What do I do when the client says that he has NEVER had an agent go through his business?
  • What do I do if he refuses me to go through the business?


• March 22:
  • Open Forum and How should I dress for the survey and for the presentation?
  • What should I take for the survey/presentation?


• March 29:
  • How to present a professional quote.
  • What makes up a professional quote?
  • What details should I go over and what should I leave out?
  • Do I point out that major deficiency in their current policy and my quote (good or bad)?


• April 5:
  • How many should go on a visit/presentation?
  • Should I take a Marketing Representative or Associate with me? Does this hurt the presentation or help it?


• April 12:
  • I am having problems finding the correct information at times for the underwriter.
  • I have an underwriter that keeps giving me additional questions. How can I avoid this?
  • What is the Best Underwriting guide and how do I get one?


• April 19:
  • How do I present a case correctly to an underwriter?
  • What forms do I need?
  • Why do I need all these supplemental forms/applications?


• April 26:
  • How do I control my costs with long distance?
  • What is Skype and how do I use it


• May 3:
  • What is Blitz Manager/List Manager and how do I use it? Do I really need it?


• May 10:
  • Who is Client Focus Connections?
  • What do we offer to Agents, DM’s, Companies?
  • What is our Website?
  • How do I get started with Client Focus Connections?
  • What does it cost and what options are available?
  • Who is allowed to join in on the Conference Calls?
  • How do I get One on One Consulting? Open Forum for questions and answers.