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The Insurance Consultant's Handbook
The Guide To Making Your Consulting Practice Successful Without All The Mistakes

Here, in one place, are the business practices, strategies, and tactics I've learned as an insurance consultant. Here's the advice I give as part of my Mentor Program.

If you’re considering consulting as the next step in your insurance career then The Insurance Consultant's Handbook will help you avoid the missteps and pitfalls. You’ll make faster progress and you’ll spend less money by avoiding things that don’t work. This book will make you a better consultant faster.

If you are currently consulting, this book will show you how I have been successful in a short period of time. I guarantee that there are ideas here that will improve your current game.

The Insurance Consultant's Handbook will save you hundreds of hours of false starts and blind alleys. Hundreds of hints and tips, sample reports, proposals, and checklists. Learn what works and doesn't work in building and marketing your insurance consulting practice.

Here's the Table of Contents:

Introduction
Points to Consider
Marketing - Fast Simple Ways To Get Business to Come to You
Working with Prospects
Working with Clients
Backroom Issues
Appendix 1 - Start-Up Plan Organizer
Appendix 2 - Proposals That Got Me the Business #1
Appendix 3 - Proposals That Got Me the Business #2
Appendix 4 - Proposals That Got Me the Business #3
Appendix 5 - Proposals That Got Me the Business #4
Appendix 6 - Letter To Agents Requesting Account Info
Appendix 7 - Exposure & Risk Identification Worksheet
Appendix 8 - Bid Process Rules Of the Road
Appendix 9 - Broker Selection Questionnaire Form
Appendix 10 - Bid Specifications Template
Appendix 11 - Client Report Template
Appendix 12 - Ongoing Issues Matrix Example

View Excerpts:
--Table Of Contents
--Page 9
--Page 30
--Page 34

You'll find a broad range of information including:

Getting your first clients fast
Setting up an effective referral network
What's important in your website
Marketing by email
Effective voice mail work
Speaking to promote your business
How published articles help you market yourself
What makes a winning proposal
How to set fees
Should you offer a guarantee
How to work with clients
What report format works
How to work with insurance agents
How to handle your client's bid management process
Where to look for professional liability insurance
What systems work best for file storage and backup
Time management help

"Your handbook saved me months of trial and error."

Chris Stevenson - Idaho

 

The Appendix has 13 documents and forms I use in my practice. I've included samples of successful proposals I have used. There are report templates, sample letters, and my exposure checklist along with other documents you can use in your practice.

In all, The Insurance Consultant's Handbook includes over 130 pages of solid, hard-hitting advice that will get you moving in the best career in the insurance industry.

Price: $295

My Guarantee - Buy the book. Review it for 5 days. If you don't think that the information, advice, and forms are worth every penny you paid, send me an email telling me what you didn't like, and I'll refund your money.

Wow, That's A Lot Of Money For 135 Page Book! There are a great number of books that cover the world of consulting. This is the only one exclusively for insurance consultants. No other handbook provides the special knowledge included here. None include forms you can use that save you the time and hassle of developing your own. This book will save you hundreds of hours in time. It will prevent you from making the same mistakes I made. I learned those lessons at a cost of thousands of dollars. You get them for only $295.

Bonus #1 - Along with your order you will receive (by email) the digital version of the forms, proposals, and checklists that are included in the Appendix of the book. You'll get the Microsoft Word file to make life even easier for you. These documents are the product of hundreds of hours of effort on my part. You won't even have to type them!

Bonus #2 - As your second bonus for buying my book you'll receive a 30 minute free phone consultation covering any aspect of insurance consulting. Read the book and email me to set up a mutually convenient time to talk. You'll get straight talk and direct advice to help you move forward even faster.

Use our secure payment system to order by credit card. Click the "Add To Cart " button below.

Note1: Order with confidence. I guarantee the information will help you - you'll save time, you'll avoid some of the mistakes and you'll be more efficient.

Remember the Guarantee: If you don't find the information valuable send me an email within 5 days. I'll return your payment.

Remember Bonus #1 - You get the MS Word file of the reports, templates and survey form - you save even more time and effort!

Remember Bonus #2 - A half hour consultation with me on any topic - we can talk about fees, proposals, marketing, or backroom stuff. Your choice!

Note 2: This work is only available as an e-book. You get it fast, right in your email box. Read it on your computer or print it out and put it into your own three-ring binder.

If you'd prefer, send us a check with your order, email, and mailing address. We'll send your items right out. Our address is: Scott Simmonds, 20 Sofia Road, Saco, Maine 04072.

Questions? Call 207-284-0085 or email Scott@ScottSimmonds.com


Copyright 2001-2008 Scott Simmonds
Insurance Consulting Services