"Eastbridge
understood our market and product and did excellent work in
designing our proposal and training materials."
— Client's
View
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The
goal of our training — whether customized or shelf — is
to improve performance. Developed by industry experts,
our courses, seminars, scripts, etc. cover a broad range of
topics from products to sales and systems. Following
is a sample of our training projects.
A
training program to increase sales of the company's defined
contribution plans
Eastbridge
designed and built an innovative training program to enhance
the marketing of defined contribution plans and related products
by teams of account opening and employee enrollment specialists.
The program included a mix of self-study training and performance
simulations designed to facilitate cross-selling and higher
levels of both plan sponsor and employee participation.
Comprehensive
product knowledge and selling skills program for major insurer
This new
system greatly enhanced this mid-western firm's ability to
recruit, train, and retain account executives, while assuring
rapid skill development.
Cross-selling
training program for a major Canadian worksite marketer
We
built sales training and marketing materials to help representatives
learn how to cross sell universal life insurance to existing
as well as new property-casualty clients. The program helped
the sales team initiate the process of selling voluntary life
insurance within the context of an existing worksite property-casualty
program.
Full
spectrum of training and marketing materials to introduce
first voluntary life product
Eastbridge
designed and built selling scripts and visuals for the company's
first voluntary life product. We also developed marketing and
administrative guides to help the company's agents learn its
worksite marketing process, and lesson plans for agency training
staff to use the training materials and selling tools effectively.
Our materials helped the carrier introduce its new offering without
taxing internal resources.
Business
planning training for agency leaders
We developed
a planning system to meet the unique needs of agency leaders.
Designed to improve a business' performance, the system included
full support for agency strategic planning, annual business
planning, and operational planning (selling systems, marketing
systems, recruiting, selection, etc.). Eastbridge also created
a facilitator guide to help deliver the program and monitor agency
progress on an ongoing basis. Our materials helped our client
provide a "value-added" service
to its agency managers who, in turn, had a simplified planning
process for taking charge of their business' future and preserving
valuable time and resources.
Workplace
sales training for one of Canada's premier group carriers
Our
client wanted to capitalize on its close relationship with existing
group clients. The company saw workplace marketing as a way to
build a new distribution channel to reach middle- to lower-income
Canadians, thus developing a new source of profitable business.
To support this new initiative, Eastbridge built and designed
sales presentation scripts and visuals, including a workplace
financial planning seminar. We also developed a complete self-study
sales training program and skill-building seminars where trainees
had the opportunity to ask questions, observe a correct skill
model for each key selling skill, role play the skill, and receive
feedback. Eastbridge also designed a trainer's guide with all
the tools (e.g.: lesson plans, assessment forms, mastery test,
etc.) for training, coaching, and assessing current and future
trainees.
Sales
training for a leading U.S. worksite marketing insurer
Eastbridge
built a comprehensive sales training system, consisting of 17
self-directed print and interactive video modules designed to
enhance account opening and enrolling success while reducing
centralized training. A year after rollout, new organization
sales increased by 30 percent.
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