2020 Consultative Selling and Negotiations

About the Program

WSIA’s Consultative Selling and Negotiations is a customized sales training program for any surplus lines professional who transacts business. With the current restrictions and changes due to COVID-19, Richardson has converted the originally two-day program into a facilitated virtual learning three-day experience. This program focuses on expectations in transactional relationships, styles of selling and negotiating, and offers insight into individual strategies and habits. Consultative Selling and Negotiations is not about hard sales tactics. The curriculum prepares participants to develop relationships and place focus on their customers rather than themselves.

Learn more about the Consultative Selling and Negotiations in the informational program brochure.

Who Should Attend

The program is designed for all brokers, managing general agents and underwriters who transact business. It is most beneficial to those E&S professionals who have relationships with clients.

Registration Deadline is July 10, 2020.

Please click here for additional information about the program. If you have any questions about the program, please contact Lindsay Holland, lindsay@wsia.org.

Schedule and Participation Details

The newly adjusted July program schedule follows a three-day format with shortened schedule each day and built-in breaks.

Monday, July 20
11:00 a.m. - 3:15 p.m. ET
10:00 a.m. - 2:15 p.m. CT
9:00 a.m. - 1:15 p.m. MT
8:00 a.m. - 12:15 p.m. PT

Tuesday, July 21
No class

Wednesday, July 22
11:00 a.m. - 3:45 p.m. ET
10:00 a.m. - 2:45 p.m. CT
9:00 a.m. - 1:45 p.m. MT
8:00 a.m. - 12:45 p.m. PT

Thursday, July 23
11:00 a.m. - 3:45 p.m. ET
10:00 a.m. - 2:45 p.m. CT
9:00 a.m. - 1:45 p.m. MT
8:00 a.m. - 12:45 p.m. PT

The online learning platform is Zoom.

  • You do not need a Zoom account to participate.
  • You must be able to connect via video and turn the video on.
7/20/2020 - 7/23/2020
Facilitated virtual learning UNITED STATES

Sign In