Cincinnati Private Client School

Who should apply?

You'll gain the most from this program if you:

  • Are a licensed agent with success in selling personal lines
  • Do not have an established book of high net worth business
  • Are ready to extend your success to writing more complex, high net worth accounts
Selected participants will receive an email confirming your enrollment and travel details.

What is included?

  • Hotel accommodations
  • All learning materials
  • Lunch and refreshment breaks
  • Welcome reception with Cincinnati associates

What to Expect

After participating in our Cincinnati Private Client School, you will:
  • Understand the opportunity in the marketplace
  • Be prepared to differentiate your offering from other agencies and agents
  • Develop referral sources and prospects
  • Understand special exposures associated with high net worth clients
  • Ask questions to gather information to create a winning proposal
  • Understand the risk management and insurance solutions
  • Be prepared to overcome client objections and close the sale
  • Have access to the Risk Assessment Overview questionnaire
  • Get to know Cincinnati's senior executive team and subject matter experts

Agenda

Day 1

Day one agenda

7:30 a.m.
Shuttle departs hotel
8:00 a.m.
Welcome to our agents
8:15 a.m.
Course Overview, Objectives and Icebreaker
9:00 a.m.
Break
9:15 a.m.
Start with Why: Understanding the HNW Market – Opportunities and Characteristics
  • size
  • opportunity
  • trends
  • demographics
  • characteristics
10:15 a.m.
Break
10:30 a.m.
Who Are These People?!?: Understanding HNW Individuals
  • What are their needs?
  • How do they select their agent or advisor?
  • What do they expect from an agent or advisor?
  • How do they view their current agent or advisor?
11:15 a.m.
How do I find them?: How do I start building my book of HNW Clients?
  • Centers of influence, and how to align with them?
  • Using your passions for profit
  • Pareto principle
  • Working with your client's advisory teams
  • Creating your pipeline and harvesting referrals
12:15 p.m.
Lunch
1:15 p.m.
How do I find them?: How do I start building my book of HNW Clients? (CONTINUED)
2:30 p.m.
Break
2:45 p.m.
Asking the Right Questions
  • Now that You have a relationship, how do you uncover exposures to create pain
  • Insurance Advisor vs. Order Taker
  • Consultative Questioning/Uncover Pain Points
  • Know Your Solutions for Pain Points
4:15 p.m.
End of day one - Shuttle departs from Cincinnati Insurance to hotel
5:30 p.m.
Shuttle departs hotel to Downtown Food & Culture Tour
6:30 p.m.
Downtown Food & Culture Tour
9:30 p.m.
Shuttle departs Downtown Food & Culture Tour

Day 2

Day two agenda

7:30 a.m.
Shuttle departs hotel
8:00 a.m.
Welcome to our agents
8:15 a.m.
Homeowner Coverage Advantages
9:30 a.m.
Break
9:45 a.m.
Auto Coverage Advantages
10:15 a.m.
Break
10:30 a.m.
Excess/Umbrella Coverage Advantages
11:15 a.m.
Inland Marine Coverage Advantages
11:45 p.m.
Lunch
1:00 p.m.
Watercraft/Yacht Coverage Advantages
1:30 p.m.
Our Claims Philosophy
2:00 p.m.
Break
2:15 p.m.
Risk Management Services
3:00 p.m.
Family Offices
3:30 p.m.
Break
3:45 p.m.
Closing remarks - Intro “Are You Ready?” Simulations for tomorrow
4:00 p.m.
Regional Meetings
5:00 p.m.
End of day two - Shuttle departs from Cincinnati Insurance to hotel
6:00 p.m.
Shuttle departs hotel to Top Golf
6:15 p.m.
Dinner - Top Golf
9:00 p.m.
Shuttle departs Top Golf

Day 3

Day three agenda

7:30 a.m.
Shuttle departs hotel
8:00 a.m.
Creating your Action Plan
9:00 a.m.
Break
9:15 a.m.
Are You Ready?
10:45 a.m.
Break
10:55 a.m.
Are You Ready?
12:25 p.m.
Conclusion
12:30 p.m.
Closing remarks
12:45 p.m.
Lunch

Agenda subject to change.