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Course Information


Program: Dynamics
Event: Dynamics of Selling
Delivery Method: Webinar
Instruction Hours: 20*
Metro Area:
Available Seats: 23
Start Date: Dec 15, 2020
End Date: Dec 17, 2020
Price: $495


*CE Hours vary by State

Accommodations


Instructor Led Online Course
Dec 15, 2020


Instructor Led Online, WB 78731

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Dec 15, 2020 07:30-08:00
The New Insurance World – Consumer Purchase Process – Traits of Top Producers Dec 15, 2020 08:00-12:00 Dynamics Team
Join Webinar Dec 15, 2020 12:30-13:00
A Selling Culture – The 3 Step Process Dec 15, 2020 13:00-16:00 Dynamics Team
Join Webinar Dec 16, 2020 07:30-08:00
Step 1 – Building Relationships, Positioning Controlling & Qualifying the Sale Dec 16, 2020 08:00-12:00 Dynamics Team
Join Webinar Dec 16, 2020 12:30-13:00
Step 2 & Step 3 from Fact Find to Presentation Dec 16, 2020 13:00-16:00 Dynamics Team
Join Webinar Dec 17, 2020 07:30-08:00
Advanced Skill Training- Probing & Objections Dec 17, 2020 08:00-12:00 Dynamics Team
Join Webinar Dec 17, 2020 12:30-13:00
Marketing Strategy & Getting in the Door Dec 17, 2020 13:00-15:00 Dynamics Team

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Dynamics Team | Bio


Joe Coccimiglio | Bio


Joe Coccimiglio is the President of Lincoln Insurance and Bonding Group. Joe established Lincoln in September of 2012 and has grown it to over a $2 million agency in an 18 month span. Lincoln is located in Sandy, Utah and writes both Property and Casualty as well as Life and Health. Lincoln enjoys close ratios as an agency above 80% and retention ratios around 95%. A year after starting Lincoln Insurance Group, Joe saw a need to create two more businesses to better serve clients and help his fellow agents in the Industry; Acorn Insurance Agency and Link Financing were both established in 2013. Acorn is a wholesaler and specializes in auto dealer products. Joe has focused on auto dealers for many years and saw the need for a more comprehensive product with a broader appetite, Acorn filled both of those needs and has been wildly successful. Rather than competing with other agencies, Joe has worked together with them to provide a great product package for their clients. Link Financing was created because Joe wasn't able to find a good financing company that had the best interests' of both the client and agent in mind. Joe created an institution that makes financing a policy easy and practical without all of the headache that usually accompanies financing policies. Joe worked as a Producer since 2007 at Cottonwood Insurance while he finished his Undergrad at the University of Utah with a degree in International Studies. While in school he worked at The White House and US Embassy in Lima, Peru. During this time Joe worked with White House and State Department officials to resolve issues such as Presidential travel and visas, as well as US and Peruvian relations on PR and economic issues. He resides in Salt Lake City, Utah with his beautiful wife, Tori, and three children. Joe's motto to live by is: work smart, and you'll have time for fun.

Richard L. Dunnam | Bio


Richard L. Dunnam is the founder and principal partner at Risk Services of PR LLC, a firm specializing in educational consulting in property and casualty insurance since 1992, providing educational services to the insurance industry both in Puerto Rico and the United States. Richard actively uses his years of experience and knowledge to operate and manage his insurance portfolio, as well as to provide loss control services, inspections and evaluations for real estate, and training support in sales/services. Over the past 35 years, he has served in several capacities in the insurance industry including working as a member of the official cabinet of the Office of the Insurance Commissioner of PR, where he started his insurance career in 1985; personal and commercial lines underwriter for Eastern America Insurance Co.; insurance broker for Aon Risk & Insurance PR, and as an independent insurance producer. In addition, Richard has served as an expert witness in insurance court cases. Today, and still as a result of the catastrophe caused by Hurricane Maria, Hurricane Irma and January 2020 earthquakes in Puerto Rico, Richard is providing services directly to the insured through Claims Management Group LLC. In 1996, Richard became an instructor and member of The National Alliance for Insurance Education faculty, teaching for the CISR, CIC, Dynamics of Service and Dynamics of Selling programs, both in English and in Spanish. He is also an educational provider approved by several states including Puerto Rico, the Virgin Islands and Mexico. Richard obtained his Certified Insurance Counselor designation in 1997, his bachelor's degree in Managerial Administration in 1989, and he holds associate degrees in General Insurance, and Administration of Maritime/Terrestrial Insurance (AINS / AMIM). He is also an Accredited Advisor in Insurance (AAI), as well as Chartered Property and Casualty Underwriter (CPCU) of the American Institute of Chartered Property & Casualty Underwriters (AICPCU), Marshall & Swift Trained Appraiser, Certified Cost Estimator (CCE), as well as California Earthquake Authority Adjuster Certification (CEAAC). Richard teaches more than 50 classes and insurance training programs annually throughout Puerto Rico, the United States, the American Virgin Islands and Mexico. These programs are run by The National Alliance for Insurance Education, Professional Insurance Agents of PR & the Caribbean, and Risk & Insurance Educational Services. His greatest satisfaction is to have the blessing of having the opportunity to sow the seeds of curiosity and knowledge, at the same time as it feeds from the experience that everybody brings. "Knowledge does not occupy space."