The National Alliance, based on a 45-year history, is recognized across the nation as one of the best sources for continuing education credits, designation opportunities and concrete knowledge for insurance and risk management professionals of every experience level. The personal and professional benefits at the core of every program meet or exceed the standards and requirements of most states' continuing education laws. Every program is developed and taught exclusively by insurance and risk management professionals.
According to the July 29, 2013 issue of Business Insurance, 97 of the top 100 brokers look to The National Alliance for professional development. Explore the distinct components that comprise The National Alliance: Society of Certified Insurance Counselors (CIC), Certified Risk Managers International (CRM), Society of Certified Insurance Service Representatives (CISR), Society of Certified School Risk Managers (CSRM), James K. Ruble Seminars, William T. Hold Seminars, Dynamics Series and The National Alliance Producer School. The eight components fall into two major categories: Technical & Practical Education and Personal & Professional Development.
Technical & Practical Education
These programs cover the policies and procedures governing the selling and servicing of insurance policies. The focus is coverage as it relates to the various types of insurance policies available in both business and personal insurance—how it is sold and how it is serviced. The following programs are offered:
Society of Certified Insurance Counselors (CIC)
A five-part series of institutes created for agency owners, producers, agents, brokers, agency personnel, company personnel and other insurance professionals. Institutes cover all aspects of insurance, from business to personal insurance. CIC institutes are offered in the classroom across the country with Life & Health and Agency Management also available online. According to the Producer Profile study, commercial lines producers with the CIC designation, earn 30% more than those without the designation. Success story from producer.
Certified Risk Managers International (CRM)
A series of five courses offered for those engaged in the highly complex area of risk management. An important benefit of increasing your knowledge of risk management is your ability to consult with your clients about the total costs of risk. CRM courses are available in the classroom and online. Watch this video to hear a participant explain the importance of risk management education to your client.
Society of Certified Insurance Service Representatives (CISR)
A choice of nine courses, where any five earns the CISR designation. Covering essential business and personal insurance coverages and Agency Operations concepts, the courses are designed for customer service representatives, agency personnel including new agents, company personnel and other insurance professionals. All nine courses are available in the classroom and online. Those who complete all nine courses earn the distinction of CISR Elite.
Certified School Risk Managers (CSRM)
A series of five courses, available both in the classroom and online, offered for those who are inside or outside the school systems concerned with minimizing risks on a cost-efficient basis. CSRM provides a basic risk management education with a focus on the theory and practice of school risk management operations.
William T. Hold Seminars
A selection of advanced topics covering both insurance and risk management. Open to everyone, the William T. Hold Seminars are available in 4-hour online format or an 8-hour classroom format.
James K. Ruble Seminars
A series of advanced seminars addressing specific areas of the insurance and risk management industries. Many Ruble Seminars offer the special feature of concurrent sessions, enabling participants to select topics of their choice during the seminar. Available to CIC and CRM dues-paid members.
Professional & Personal Development
These programs focus on developing the personal skills required to make the sale and to service the sale after it is made.
The Dynamics Series was created to teach producers, agents and brokers "how-to-sell" and customer service representatives "how-to-service" the sales. The result is a seamless transition between the sales and service functions. Programs in this series provide an integrated platform for customer service and customer satisfaction.
- Dynamics of Selling
2 1/2-day interactive sales program created for all insurance producers, agents and brokers who want to perfect their sales skills. Learn to enhance your selling techniques and apply processes that will generate new business and increase your earnings. See a detailed ROI study in a company setting and judge for yourself.
- Dynamics of Sales Management
2 1/2-day program to develop management skills to help you leverage the best results from your sales team. This program combines on-the-job expertise and training skills of the nation’s most experienced educators—professionals who have learned what it takes to motivate people to change old habits and attitudes.
- Dynamics of Service
1-day program on service. The best path to a satisfied customer is a qualified customer service representative. A perfect course for those who have participated in the CISR Program.
The National Alliance Producer School
Finding it difficult to train new producers?
If your goal is to build a team of motivated and ambitious producers, why not give them the tools they need to achieve personal and financial success at an accelerated pace? Hear from a past Producer School graduate.
The National Alliance Producer School is a two-week program that prepares students for a productive career in insurance. With this intensive program, your new producers will be able to immediately apply their skills to the challenges of the marketplace and jump-start their insurance sales results. Attendees will learn the basics of commercial and personal lines insurance, how it applies to the needs of business, and how it relates to the sales and marketing process.
Interested? Call 800.633.2165, or enroll online.
Sales Sequences & Strategies
- The 3-Step Insurance-Specific Sales Process
- Buyer Profiles and Response Patterns
- Diagnostic Appointment & Protection Review
- Handling Objections
- Goal Setting
- Overview of Principles
- Risk Management & the Insurance Industry
- Agency Functions
- Personal Lines
- Industry Marketing
- Insurer Relationships
- Fundamentals of Marketing
- Business/Personal Planning
Other Resources from The National Alliance
To learn more or to register, visit The National Alliance at www.TheNationalAlliance.com, or call 800-633-2165.