From Client Support to Sales Strategy: Unlocking The Renewal Meeting

In today’s competitive insurance market, brokers need to go beyond managing renewals and answering questions, it’s about anticipating client needs, spotting coverage gaps, and building lasting relationships. This course equips you with the tools to shift from reactive service to strategic sales while keeping a client-first approach.

Renewals are your best opportunity to showcase expertise, build trust, and strengthen relationships — turning routine meetings into growth opportunities.

Designed for support brokers, this course focuses on developing practical sales skills through realistic, staged learning. You’ll learn to analyze key relationship principles, understand client motivations, and prepare effectively for every meeting. Through structured lessons and hands-on practice, you’ll enhance your ability to cross-sell, upsell, gain referrals, and, most importantly, retain clients for long-term success.

Learning Objectives:

Recommended For: Newly Licensed Brokers, Brokerage CSR, TSR.

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