Program Overview – Certification

This enablement session equips Sales and Success teams to confidently position Maximizer’s Insurance offering, launching on April 1, as a purpose-built CRM designed specifically for insurance advisors, brokers, and agencies. Participants will learn how to articulate the value of structured opportunity management, lifecycle visibility, and workflow-driven execution—while clearly differentiating Maximizer as the front-office engagement layer that complements, not replaces, core policy administration systems.

What You’ll Learn

• How to position Maximizer as a purpose-built insurance CRM—not a generic contact database
• How the platform supports the full insurance lifecycle: quote → opportunity → placement → ongoing service
• How to differentiate reactive inbound selling (e.g., auto/home) from proactive consultative selling (e.g., life) within a unified opportunity framework
• How structured workflows improve qualification, follow-up discipline, and pipeline hygiene
• How sales leaders gain forecasting visibility, accountability, and coaching insights
• How to clearly position Maximizer alongside—not against—core systems like Applied Epic and Guidewire
• Customer scenarios and talk tracks that tie structure and visibility to productivity, growth, and client experience

Certification Requirements

To demonstrate competency in this topic you must:

1. Attend and actively participate in the session
2. Pass the knowledge check with a minimum score of 80%
   
3. Successfully complete a private role-play demonstrating effective positioning of the Insurance CRM offering
   -OR –
4. Have a business conversation with a real client and submit a recording of the call, or invite either Luis or Mark to observe, and demonstrate a thorough understanding and awareness of the topic.

Who Should Attend

This program is required for all client-facing Sales and Success team members to ensure consistent industry messaging, stronger discovery conversations, and confident positioning in insurance-specific opportunities.