"Welcome to Rainmaker University!"
​Online learning - anytime - anywhere - at your pace - at your budget!









Primer Course #1: The Top 10 Mistakes Producers Make 
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​This course is a great starter for the University's program of learnings and will provide you with tremendous perspective on the most common mistakes producers make, the damage those mistakes cause, and what to do about them.  We'll examine ten areas of your practice that if addressed will substantially contribute to the growth of your book!  
​Tools: (1) Account Rounding and Cross Selling Matrix
Action Projects: (3) action projects you can deploy straight to field to grow your book of business! ​​
Quiz: (1)​



Primer Course #3: Navigating Your Career
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​We'll examine a career path, including common experiences, key milestones to achieve, and specific priorities to focus on during various career phases of your career inline with your tenure within the industry.  This course will help you map out your career, and provide you with important perspectives.
Tools: (3) producer cash flow worksheet, specimen pipeline exhibit, sales initiative development template
Action Projects: (4) action projects you can deploy straight to field to grow your book of business! ​​
Quiz: (1)​



Intermediate Course #1: Filling Your Pipeline
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​This course is ideal for producers who wish to fill (or replenish!) their pipelines in order to win more new business.  We'll demonstrate key principles an specific techniques for doing so in this course. Managing a pipeline is certainly important - but 'filling it' is key to growth....learn practical and effective best practice techniques for doing so.  
Tools: (1) book audit tool 
Action Projects: (6) action projects you can deploy straight to field to grow your book of business! ​​
Quiz: (2) ​



Intermediate Course #6: Ten Things No One Talks About That Make All the Difference in the Sale
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​This course is about 'tradecraft' - or essentially little tricks of the trade that contribute to either successfully obtaining a new client or failing to do so.  We'll examine 10 major elements that can help or hurt your ability to win key accounts that are rarely talked about but impact our success in the field.
Quiz: (1) ​



Primer Course #2: Five Ways to Grow Your Book
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​This course is another great primer for both the University's intermediate level and advance level courses and will provide you with perspective on the governing principles and dynamics that impact the growth of a book of business over time. Learn the 5 key drivers of how to grow a book of business sustainably, and profitably over time with this course.  
Tools: (3) service calendar specimens for both property casualty and employee benefit program management 
Action Projects: (4) action projects you can deploy straight to field to grow your book of business! ​​



Intermediate Course #3: Generating More First Appointments
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We'll demonstrate effective methods for securing more first appointments with quality prospects. We'll examine the key factors to setting up ideal circumstances to help you identify, pursue, and secure more new meetings with qualified buyers by helping you differentiate your approach from your competitors seeking a meeting as well.  
Action Projects: (2) action projects you can deploy straight to field to grow your book of business! ​​
Quiz: (1) ​



Intermediate Course #4: Promoting Your Work to Win More New Business
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This course will address the importance of an insurance professional promoting their work in order to increase their ability to gain access to desirable accounts and prevail over others wishing to do the same.  We'll demonstrate specific techniques and best practice methods for doing so and identify resources that will help you promote your work and build your brand. 
Tools: (1): Case Study template 
​Action Projects: (2) action projects you can deploy straight to field to grow your book of business! ​​
Quiz: (1) ​



Intermediate Course #2: Research the Running Start
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This course will illuminate the importance of doing research prior to approaching and introducing yourself to a prospective client.  Research enables 'specificity of approach' which dramatically improves your chances for securing a discussion/first meeting not to mention converting 'non-clients' into 'clients!'  Learn some nifty tricks for doing so with this course! 
Action Projects: (3) action projects you can deploy straight to field to grow your book of business! ​​
Quiz: (1) ​



Intermediate Course #5: Enabling the Assignment of Value
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This course will how to 'enable the assignment of value' a potential buyer will have towards you and the services you provide essentially paving the way for them to say 'YES' to moving forward with you as their broker!   Learn some great communication techniques for effectively communicating your story both verbally and through written materials, presentations, and e-mails!
​Action Projects: (2) action projects you can deploy straight to field to grow your book of business! ​​
Quiz: (1) ​



Intermediate Course #8: The Client Experience
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This course will illuminate key principles associated with 'generating happy clients' and provide resources and tool for doing so successfully
Tools: (4): service calendar specimen 1, service calendar specimen 2, service calendar specimen 3, mid-market fee agreement specimen
​Action Projects: (2) action projects you can deploy straight to field to grow your book of business! ​​
                                                 Quiz: (1) ​



Intermediate Course #7: The 'JoyPAK'
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This course will provide a framework for producers to assemble tools and resources that, when sent to a prospective client will give them JOY about the idea of working with you. This is a great course to help you structure, organize and communicate your services that will have the highest probability to resonate with your potentials buyers.  
​Action Projects: (1) action projects you can deploy straight to field to grow your book of business! ​​
Quiz: (1) ​



Advanced Course #1: Calendar Discipline
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This course will help you move beyond the normal constraints associated with managing your time while building a large book of business.  As a book grows, the demands upon your time increase and your ability to achieve 'calendar discipline' will serve you well over time - this course will show you how!​
​Action Projects: (1) action projects you can deploy straight to field to grow your book of business! ​​
Quiz: (1) ​



Advanced Course #2: Developing More Center of Influence Business (COI's)
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This course will enable you to identify and approach individuals and enterprises that 'hold' a clientele that is desirable for you to do business with - remember, "you can sell more THROUGH someone than you can TO someone."  Learn effective methods for doing so with this course. Tools: (1) worksheet for identifying top 10 client key vendor identitiesAction Projects: (2) action projects you can deploy straight to field to grow your book of business! ​​Quiz: (1) ​



Advanced Course #3: Effective Annual Sales Planning
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This course will is critical for any professional irrespective of tenure.  We'll show you how to develop an effective annual sales plan that will help you build your business.  Many best practice planning guides and tools are included with this course.  Build your plan for success today! 
Tools: (3): white paper, sales plan guide, producer playbook
​Action Projects: (1) action project to begin building your plan
Quiz: (1) ​


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​1) Create an Account (FREEI) 
2)  ​Enter the University to begin taking courses!