Training for P&C Insurance Agents

Competitor Positioning Matrix

Competitor	Strengths	Weaknesses	Vulnerabilities
Craig Wiggins Coaching	Established brand, experienced trainers	Limited innovation, high prices	Inflexibility in training offerings
Role Play with Olsen Agency	Practical role play scenarios, personalized	Less focus on business management	Weak digital presence
Elite Agency Training	Comprehensive curriculum, strong online tools	Theory-heavy, less practical application	Over-reliance on existing content

Brutal Honesty

• Craig Wiggins Coaching: Strong reputation but slow to adapt to market trends, allowing agile competitors to capture innovative training methodologies.
• Role Play with Olsen Agency: Effective role-play techniques but lacks a well-rounded business management component, leaving a gap in holistic agent training.
• Elite Agency Training: Offers a broad curriculum but relies heavily on theory, which may not resonate with agents looking for practical, actionable insights.

Untapped Market Gaps

• A significant demand for hybrid training solutions that combine both digital and in-person elements is not being met.
• A lack of focus on advanced business management strategies tailored for new agents, opening the door for specialized training programs.

Potential Moats

• Develop a proprietary training certification that enhances credibility and keeps agents coming back for ongoing education.
• Build a community platform that engages agents continuously, creating a barrier to entry for new competitors.

Positioning

• Leverage your proven practice and actionable training methods to establish a clear differentiation from competitors who rely on theoretical models.

Growth Vectors

• Expand your service offerings to include a hybrid model of training that combines online modules with in-person workshops, catering to diverse learning preferences.
• Develop a subscription-based model for ongoing training and resources, ensuring consistent revenue and client engagement.

Preemptive Moves

• Monitor competitors closely for any shifts in their offerings and be ready to pivot quickly to counteract their strategies.
• Implement a referral program that incentivizes current clients to bring in new agents, directly increasing your market footprint.

High-Impact Action Items

1. Launch a hybrid training program within the next quarter to capture the unmet demand.
2. Develop a proprietary certification to create a trust-based moat around your offerings.
3. Initiate a content marketing campaign showcasing successful case studies from your training programs to bolster credibility.

Market Shifts

• The shift towards virtual learning environments is accelerating; capitalize on this by enhancing your digital training capabilities.

Customer Pain Points

• Many agents struggle with practical application of training material; provide real-world scenarios and ongoing support to address this need.

Regulatory Changes

• Be proactive in understanding the evolving regulations in the insurance industry, and position yourself as a thought leader in compliance training.

Technology Disruptions

• Embrace AI-driven training tools to personalize learning experiences; competitors may be slow to adopt these technologies, granting you a competitive edge.