Mentoring & Coaching Programs

Insuring Success Mentoring

The Insuring Success mentor program is six months of unlimited access to me by e-mail, phone, text, Skype, fax, regular mail, or homing pigeon. Sometimes personal meetings are possible when mutually convenient. I help insurance professionals of all kinds in the areas that they are focused on. Regardless of whether you are an agency owner, producer, company carrier executive, or consultant, you will find that I will help you accelerate professional and personal growth and advancement.

I can help strategically (creating stronger relationships, enhancing brand, developing intellectual property, etc.), and tactically (what to say at the meeting tomorrow, critiquing proposals, overcoming objections, etc.).

The fee is $3,500, which distinguishes those who are serious about their business, and is easily recouped through increased business and higher efficiency of time. Admission is limited. If there are no openings there is a "first come, first served waiting list.
We will reach a mutual decision as to whether the program is right for you. If it is, you begin with my studying your current situation, expectations, and fundamental value propositions. You then establish mentoring goals. Some people call daily, some weekly, and some monthly. The frequency and style are up to you. I return all phone calls texts within 90 minutes and email within 24 hours.

The fee is required to begin the process or to claim a place on the waiting list. The fee is non-refundable, no exceptions. However, you may call a "freeze at any point, for up to two months at a time, at which time I stop the calendar until you’re ready to begin again. I’m notoriously lax about the six months and readily provide grace periods to take care of any loose ends.

Insuring Success Coaching

Some individuals who require a highly structured relationship with additional accountability for meeting their goals may qualify for the Insuring Success Coaching program.

In this version of the program, we choose those areas that are of highest priority and create:

• A detailed game plan with specific goals and objectives for professional and personal growth and improvement, and
• A formal schedule of contact times to discuss accomplishments and any obstacles preventing short-term tasks from being completed. I will enforce completion dates and task accomplishment.

The areas we may deal with include contacting prospects, creating intellectual property, time management, improving public speaking skills, creating a web site, following-up on leads, establishing networking events, creating a brand, creating an efficient and high-powered agency, life balance issues, employee challenges, etc. We generally choose three or four, I provide a template with specific tasks and completion dates, and we establish formal schedules for those completion dates.

This program provides for externally enforced discipline, in that you are accountable for specific completion activities on certain dates on which I follow-up with you.
The Insuring Success Coaching program is recommended for those at any level of their career who feel the need for increased structure, whose intellectual curiosity and talent cause them to wander from task to task prior to completion, and who require more urgency in creating results.

Format – Regular one on one sessions monthly as needed. Unlimited access to me in between meetings (see mentoring). Your investment in your success is $4,500 per quarter; or $7,500 for 6 months.

Quarterly - $4,500

6 months - $7,500

Insuring Success Immersion

For agency owners, executives, and producers that want to "jump start the process, I offer, Insuring Success Immersion. This consists of two days with me, at my home office, to learn how to handle clients, prospects, time management, marketing plans, life balance, and any issues that are specifically important to that individual. I also spend considerable time on your strategy and goals, and create plans to move forward. I recommend where possible that the days be split, with one about 90 days after the other.

Spouses and significant others are welcome to attend as much of the discussions as they like. We will have lunch together and also have some conversation and "down time.
You then enter the regular Mentor Program for six months. The fee for total immersion including the six-month Mentor Program to follow is $8,500. (All meals are included while you are with me.)

This program is ideal for producers at any stage, but specifically for new producers, producers that are "stuck, those making a change in roles, or for all insurance and risk management consultants.

  • Dan is an expert in the field of insurance, as well as an excellent communicator/teacher of his expertise. I find great value in his wisdom and suggestions. He is a very positive, energetic, personable and encouraging individual. He is the most reliable and responsive businessman I have ever dealt with. I greatly value our business relationship.
    Debra Linn Allbee, Farmers Agency Principal (Poulsbo, WA)
  • Our firm hired Dan to enhance our annual Strategic Planning meeting. There were several items that impressed me regarding Dan's coaching techniques, but there is one nugget that stands out. Dan provided me with the encouragement I needed to use my creativity when making a presentation regardless of the audience. The result, a presentation that usually consists of numbers and stats turned into a fun way to show our staff having fun together while considering our future plans.
    Krysten Bernal, Director of Marketing. Hall and Company (Poulsbo, WA)
  • Dan has a way of pulling out his bow and shooting an arrow of information right at me, with such precision that I can't help but learn. Dan has a way of coaching/mentoring that really gets your brain thinking in a different direction. He helps you see things from a different perspective in a way that only enhances how you move forward in your challenges.
    Betty Skinner, Allstate Agency Principal (Bremerton, WA)
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