The Wedge Workshop

Ready to win more business and stand out from the competition? The Wedge Workshop is a hands-on 2-day workshop where you’ll learn a proven system to:

  • Break into competitive accounts.
  • Position yourself as the clear choice.
  • Win business without badmouthing the competition.

Perfect for both new and experienced producers, this workshop gives you practical tools and strategies to see results fast.

Check out the dates below and register for the Wedge Workshop today!

The Wedge FAQ's

What You'll Learn

Elevate your sales game with our intensive two-day Wedge Workshop, tailored for insurance producers aiming to secure business through Broker of Record (B.O.R.) appointments.

What You'll Learn:

  • Identify Strengths and Weaknesses: Pinpoint where your firm excels and where competitors fall short to uncover how prospects are underserved.
  • Leverage Competitive Weaknesses: Utilize these insights to highlight the incumbent's shortcomings, revealing the prospect's "pain points."
  • Disrupt Existing Relationships: Address these pain points to challenge and break the bond between prospects and their current providers.
  • Qualify Prospects Effectively: Assess a prospect's readiness to transition before investing time in proposal development.

Workshop Breakdown

Day 1:

  • Understanding The Wedge's Objective
  • Articulating Your Company's Unique Value
  • Exploring the Three Core Business Components
  • Delving into Motivational Drivers
  • Applying the Ladder of Abstraction
  • Analyzing Strengths vs. Weaknesses

Day 2:

  • Uncovering Prospects' Hidden Pain
  • Gaining Insight into Your Competition
  • Crafting a Strategic Pre-Call Plan
  • Embracing the Four Levels of Knowledge
  • Navigating Games and Zones
  • Mastering The Wedge® Rules and Sales Process
  • Engaging in Role-Play and Rehearsal Steps
  • Concluding with Actionable Takeaways

Join us to transform your approach and achieve consistent sales success.

Who Should Attend The Wedge Workshop?

This workshop is designed for:

  • New Producers looking for a proven system to jumpstart their career and win accounts faster.
  • Experienced Producers who want to refine their skills, stand out from the competition, and win more Broker of Record (B.O.R.) appointments.
  • Agency Owners and Sales Leaders who want to equip their teams with a consistent, repeatable approach to winning and retaining clients.

Why Should I Attend?

Why Attend?

  • Win More Business: Learn how to effectively disrupt incumbent relationships and position yourself as the top choice.
  • Gain a Competitive Edge: Discover how to highlight your firm's strengths and expose competitors’ weaknesses without being negative.
  • Save Time and Energy: Stop wasting time on unqualified prospects and focus on those ready to make a change.
  • Build Confidence: Walk away with the tools, scripts, and strategies you need to approach prospects with confidence.
  • See Immediate Results: This hands-on, practical training is designed to deliver actionable steps you can implement right away.

If you're ready to stop selling the hard way and start winning more clients, The Wedge Workshop is for you. Don't miss this opportunity to transform your sales approach and achieve lasting success!