NeedCover AR Business Coaching

Where are You in Your General Insurance Journey?

Different information is relevant for where you are in your Journey. We specialise in coaching Professional Authorised Representatives. These are usually attached to AR Groups/Network and want to establish their own business.

We are most suited to assist with coaching Professional AR's with or without employees, from pre startup, through setting up and growth and to exiting. We have been in all of these stages of business. These businesses are wanting to crystalise their vision and usually have growing pains particularly around customer attraction, retention, marketing and staffing challenges.

I'm a new AR in Business (Congratulations!)

This is where the rubber hits the road and after the initial excitement you need to create a business model to align with your Vision.

Again, Congratulations on setting up your business.

Unfortunately for most of us when we first get into business, the reality is that we are great (or awesome and learning) about Brokering but a bit miffed about the other areas of owning a business that keep interrupting us.

The first step is to understand the business model you operate in and the business model you need to create to align to your Vision. If at this stage your Vision has become blurry and muddied in are on track.

We have a business foundation model that can be scaled up and provide consistency throughout your brokering business lifecycle.

Each decision you make is based on and needs to align to your long term Vision. This makes creating strategy and applying it across the multiple business sections easier, more focused and gain traction quicker.

We have developed a coaching supported program where we cover each area of your business and focus on aligning that with your Personal Vision. Each area of your business has its own characteristics and are applied accordingly.

This is not a brokering course, its focus is Coaching and Mentoring on non-brokering functions of your business and aligning it to Your Vision.

Our Coaching methodology is to:

Create a business model and platform for growth and efficiency
Support this model with learning through the Align 4 Growth Program.

Our Delivery Method:

Scheduled 1:1 video coaching sessions where we focus on the top 3 challenges, create the strategy and action steps to achieve them
Supported with SMS and email support
Access to Clarity Calls to address immediate challenges rather than awaiting your scheduled call.
Access to Align 4 Growth course and content

Depending on where you are and you business background, we have two options available - detailed below. It all depends on the speed of traction required and current business knowledge.

Clients starting at Principals Partner will usually move to the Gold package after 3 months and initial traction is gained.

YouTube Understanding Your Business Model

NeedCover Offering - Document

I'm an Established or Mature AR looking to align my business for growth.

Looking to grow and capitalise on the coming wave of retirements?

Looking for a more stream lined process in line with your Vision?

As an established broker and your Vision is further growth and a fruitful retirement you are always on the look out for opportunities in and outside your business to grow and maximise efficiency and profitability.

This is where business coaching on a fortnightly basis comes into its own rewards. You usually have quite a set of non-brokering skills as well and excellent broking and personal skills.

The challenges faced now are changing from your original business challenges and your brokering expertise has developed. There is new questions however around systems, staffing, technology, financial management, client presentations and retention strategies.

There is also an estimated 30% of the skilled experienced Brokers retiring by 2030 and books of business could be considered to complement natural growth, marketing etc to build up your final revenue base and its business worth.

This trend is duplicated in the SME business world with a whole generation reaching retirement age with savings gaps and limited exit strategies. Will you be capitalising on this trend and preparing your business for this growth?

Is your Vision still aligned to how your business is currently operating? Will your business systems and team handle the growth?

This is not a brokering course, its focus is Coaching and Mentoring on non-brokering functions of your business and aligning it to Your Vision.

Our Coaching methodology is to:

Create a business model and platform for growth and efficiency
Support this model with learning through the Align 4 Growth Program.

Our Delivery Method:

Scheduled 1:1 video coaching sessions where we focus on the top 3 challenges, create the strategy and action steps to achieve them
Supported with SMS and email support
Access to Clarity Calls to address immediate challenges rather than awaiting your scheduled call.
Access to Align 4 Growth course and content

Depending on where you are and you business background, we have two options available - detailed below. It all depends on the speed of traction required and current business knowledge.

Clients starting at Principals Partner will usually move to the Gold package after 3 months and initial traction is gained.

At this stage in your AR Business the Gold Package will be the best fit (unless you have a huge growth focus underway).

NeedCover Offering - Document

Your Journey Begins Here

We make every moment count with solutions designed just for you.
These programs have been developed with NeedCover and you have access to reduced pricing.

GOLD PACKAGE

2 x Scheduled Video Coaching calls per Month
Limited SMS Support
Limited Email Support
Clarity Calls - 2 per Month
$1,375.00 per month (incl GST)

PRINCIPALS PARTNER PACKAGE

4 x Scheduled Video Coaching calls per month
Unlimited SMS Support
Unlimited Email Support
Unlimited Clarity Calls
$2,200.00 per month (incl GST)

Let's Connect

As part of the NeedCover AR Network please complete the below and I will reach out straight away. :-)