Wedge Workshop | Commercial Insurance Sales Training | Beat the Incumbent | The Wedge Group
The Wedge Workshop — Live, In-Person Training

If Producers Can't Beat the Incumbent, Nothing Else Matters.

The Wedge Workshop is the only live, in-person commercial insurance sales training built around one skill: driving a wedge between your prospect and their incumbent — without saying anything negative about the competition.

2 days. Live with Randy Schwantz. 8,000+ producers trained. You leave with a system you've already practiced.

Taught by Randy Schwantz · 8,000+ producers trained · $1B+ in new revenue written from this system

Agencies who have sent their producers

Superior Insurance Partners CMB Insurance Brokers George Petersen Insurance Agency Winters-Oliver First Commonwealth Insurance Agency Alera Group Oakbridge Insurance + hundreds more
The Core Problem

Why the Incumbent Keeps Winning

You show up with better service, better ideas, more hustle —
but the buyer won't budge.

You keep hearing: "We're staying with our current guy."

The problem isn't your effort. It isn't your price. It's that the incumbent owns the conversation before you ever walk in the door — and you're reacting to a frame you didn't set.

The Pre-Qualification Trap

Some sales courses teach you to open with: "If I can improve your coverage and save you money, is there any reason why we can't do business?"

The problem? It puts you right back in the price/coverage trap.

It's too easy for the incumbent to match your price and steal your coverage ideas. All the buyer has to do is tell a little white lie — "Sorry, there just wasn't enough difference."

You just got ROLLED.

The problem isn't that you're bad at sales. It's that nobody taught you how to make the gap obvious before the incumbent ever gets a chance to close it.

You didn't make the gap obvious.

The Wedge Workshop teaches you exactly how to fix that.

What This Is Costing You

Every Month You Don't Have This System Is Another Month the Incumbent Wins.

If you're a producer...

The average commercial producer who attends this workshop reports a significant increase in BOR appointments in the 90 days following. At $5,000–$15,000 per BOR, every deal you're losing to an incumbent has a dollar value. How many did you lose last quarter?

If you're an agency owner or sales leader...

You've invested $100,000–$200,000 in salary, benefits, and training to validate a new producer. Industry average: 3 years. After attending the Wedge Workshop, Jared Pitts said: "Using The Wedge, I can get my new producer up to speed in 1 year, when it used to take me 3 years." That's two years of investment you get back.

"Using The Wedge, I can get my new producer up to speed in 1 year, when it used to take me 3 years."
— Jared Pitts, Agency Owner

The workshop costs $2,499. The cost of staying stuck is measured in years and accounts.


Who This Is For

Is the Wedge Workshop Right For You?

This workshop IS for you if:
  • You lead or sell in a commercial or employee-benefits agency
  • Your team struggles to displace incumbents
  • You want a repeatable, teachable sales conversation
  • You're tired of activity without consistent outcomes
  • You want to move up-market and write bigger accounts
  • You're a sales leader trying to turn average players into real closers
This workshop is NOT for you if:
  • You're focused exclusively on personal lines
  • You're looking for scripts or "ra-ra" motivation
  • You believe great salespeople are born, not built
  • You're not willing to practice, roleplay, and do the reps

The Wedge Workshop is a working session, not a conference. You'll leave with a process you've already practiced — not one you have to figure out later.


What Changes After The Workshop

This Isn't About Learning More.
It's About Showing Up Differently.

The Wedge Workshop is a 2-day, live, in-person training with Randy Schwantz — author of The Wedge: How to Stop Selling and Start Winning. It's built with live coaching, roleplay, and repetition so you walk out with a system you've already practiced — not one you have to figure out when you get back to your market.

Before

  • Chasing quotes and hoping price wins
  • Walking into meetings where the incumbent already has last look
  • Guessing at your differentiation
  • Losing deals you should have won
  • 3-year producer ramp time

After

  • Controlling the conversation from the first meeting
  • Setting criteria the incumbent can't match
  • Black-and-white differentiation, on demand
  • BOR appointments — on purpose, not by accident
  • 1-year producer validation

Producers Stop Chasing Quotes

When you control the conversation from the first meeting, you set the criteria — not the incumbent. Proposals become a formality, not a gamble.

Sales Conversations Shift from Price to Control

You'll know how to surface what the prospect is missing from their current broker — without ever saying anything negative about the competition.

Leaders Gain Visibility into Stalled Deals

When your whole team speaks the same language, it's easy to diagnose why a deal is stuck and what to do next.

New Producers Validate Faster

Instead of years of trial and error, newer producers get a proven system from day one — one they can practice, refine, and own.

Your Takeaways

What You'll Walk Away With

A 3-step Wedge script that creates separation between you and the incumbent and disrupts prospect loyalty — without saying anything negative

A complete sales structure to prep, present, and win on purpose — not just wing it and hope for the best

Live practice reps built into the workshop — so you build confidence, find your weak spots, and fix them before you go back to your market

The mindset and strategy to go after bigger commercial accounts with precision — and stop underselling yourself

Clarity on what to say, when to say it, and how to move the buyer from "we're staying" to signing a B.O.R.

The Wedge Workbook — your physical playbook packed with frameworks and scripts you can reference in the field long after the workshop ends

★ Every participant leaves having already practiced the system live — not just learned it. That's the difference between a workshop and a conference.

Real Results From Real Producers

Hear From Producers Who've Been Through It

★★★★★

"I just landed a $20K revenue account via AOR using the entire Wedge technique!! This is a success that would not have happened had I not attended your workshop."

$20K AOR Win
Douglas Miller II
★★★★★

"The Wedge process clicked for me when I went out live with a prospect... That conversation led to a $15,000 BOR. It's not about price; it's about helping them see the gaps their current broker isn't addressing."

$15K BOR in One Meeting
Gage Johnson
★★★★★

"I had 300 accounts worth about $300K in revenue. I followed Randy's advice, gave up over 250 accounts, then focused on growth. 4 years later I have $1,300,000."

$300K → $1.3M Book
Austen Lillies
★★★★★

"4 years after attending Randy's training, I grew my $300K book to $1.2 million — with less than half the clients I started with."

$300K → $1.2M Book
Garret Yates
★★★★★

"I attended my first Wedge Workshop 5 years ago. Back then my book was $600K. Since then I have more than tripled the size of my book. I used to have a career goal of $1M — now I see $3M as very attainable."

$600K → $2M+ Book
Danny Stevens
★★★★★

"I'm 71 years old, and my book is approaching $3M in revenue. The key was and is The Wedge. Learning how to deal effectively with the current broker was a game changer for me."

Approaching $3M Book
Michael Moore
The Method

How The Wedge Workshop Works

Two days of focused, hands-on training built around one goal: leaving with a system you've already practiced.

Learn the Framework

Randy walks you through the full Wedge selling system — the psychology behind why incumbents win, and the exact sequence that flips the dynamic in your favor.

Drill the Conversations

You'll roleplay real sales scenarios with other producers in breakout sessions — hear what good sounds like, get direct feedback, and build genuine muscle memory.

Leave with a System

By the end of day two, you know your differentiation, your script, how to qualify a prospect, and how to get a B.O.R. — and you've already practiced all of it.


Randy Schwantz, founder of The Wedge Group
25+
Years Running The Workshop
8K+
Producers Trained
300+
Agencies Worked With
$1B+
Revenue via This System
Meet Your Coach

Randy Schwantz

Author of The Wedge: How to Stop Selling and Start Winning · Founder, The Wedge Group

Some people hold me in high esteem. I struggle with that — I just think of myself as a redneck from Lubbock, Texas who got lucky.

What I did figure out is the problem every commercial insurance producer faces: how to bust the incumbent relationship without saying anything bad about them.

For over 25 years, I've taught that system live. I only run the workshop 3 times a year, and our core clients take most of the available seats. That's not a marketing line — it's just how it works.

Having trained more than 8,000 producers across big brokers, small agencies, and everywhere in between, I've seen what separates million-dollar producers from everyone else. It isn't talent. It's the ability to create a crystal-clear gap between you and the incumbent — every time, with every prospect.

Producers leave the workshop knowing how to:

Articulate black-and-white differentiation on demand
Drive a wedge in any sales conversation
Block the incumbent from getting last look
Ask for — and win — B.O.R. appointments
Registration

Upcoming Wedge Workshop Sessions

The workshop runs 3 times per year. Core clients fill most seats — when registration opens, it moves fast. Select a session below to register.

January 2027 — Dates TBD
📍 Nashville, TN
Join the Waitlist
March 2027 — Dates TBD
📍 Nashville, TN
Join the Waitlist

Can't make any of these dates? Email us at info@thewedge.net and we'll notify you when the next session opens.


Format

2 Full Days. Built for Momentum.

Each session follows the same structure. Breakfast and lunch are included both days.

Day 1

8:00 AMBreakfast
8:30 AMTraining Begins
12:00 PMLunch Break
1:00 PMAfternoon Sessions + Roleplay
5:00 PMDay Ends

Day 2

8:00 AMBreakfast
8:30 AMTraining Continues
12:00 PMLunch Break
1:00 PMFinal Sessions + Wrap-up
2:00 PMDay Ends
Live & In-Person Only Not recorded. Randy teaches every session himself.
Workbook Included Your physical Wedge playbook is included with registration.
Meals Provided Breakfast and lunch both days. Hotel recommendations in confirmation email.
Investment

One System That Changes Everything

One BOR appointment from what you learn here more than covers the cost.

$2,499
Per person · Per session
2 full days of live, in-person training with Randy Schwantz
The Wedge Workbook — your physical sales playbook
Live roleplay and breakout coaching sessions
Breakfast and lunch provided both days
Hotel recommendations sent in your confirmation email
View Upcoming Sessions & Register

Refunds available with written notice at least 10 days prior to the workshop start date. Cancellations fewer than 10 days before the event are non-refundable.


FAQ

Frequently Asked Questions

What exactly is the Wedge Workshop?

The Wedge Workshop is a live, in-person sales training for commercial insurance and employee benefits producers who want to win more business by breaking the bond between prospects and their incumbent agent. Over two full days, Randy Schwantz teaches the Wedge selling system — the same framework he's used to train 8,000+ producers and drive over $1 billion in new revenue. You'll learn the framework, drill it in roleplay, and leave with a physical workbook to use in the field.

Who is this workshop designed for?

The Wedge Workshop is built for Commercial Insurance and Employee Benefits producers at any experience level — whether you're:

  • Just starting out and trying to break your first $100K
  • 5, 10, or 15 years in and your book hasn't grown the way it should
  • A million-dollar producer who knows you're still losing accounts you should be winning
  • A sales leader trying to turn average players into real closers
Is the workshop in-person or virtual?

Live and in-person only. It is not recorded and there is no virtual option. Randy teaches every session himself, and the roleplay-based learning requires you to be in the room. Specific venue details and hotel recommendations are included in your confirmation email after registration.

How many times per year does the workshop run?

The Wedge Workshop runs three times per year. Core clients fill most of the available seats, so when registration opens, it moves quickly. Email info@thewedge.net to join the waitlist and be notified when the next session opens.

What is included in the $2,499 registration fee?

Registration includes two full days of live training with Randy Schwantz, the Wedge Workbook (your physical sales playbook), live roleplay and breakout coaching sessions, breakfast and lunch both days, and a confirmation email with hotel recommendations near the venue.

What is your refund policy?

Because the Wedge Workshop is a live, in-person event with limited seating, all registrations are non-refundable within 10 days of the event. If you need to cancel, you must notify us at least 10 days prior to the workshop start date to receive a refund. Cancellations fewer than 10 days before the event are non-refundable.

Will this work if I'm newer to commercial insurance?

Yes. The Wedge system is designed to be learnable regardless of tenure. Newer producers often benefit most because they build the right habits from the beginning rather than having to unlearn bad ones. The framework is practical, repeatable, and built for real commercial sales conversations — not a theory exercise.

Still have questions?

Email our team at info@thewedge.net or call (214) 446-3209. We're happy to help you figure out if the workshop is the right fit.

Ready to Win More Accounts?

Stop Chasing. Start Winning.

If you're tired of showing up with better service and still losing to the incumbent, the Wedge Workshop is where that changes.

Two days with Randy. A system you've already practiced. And the confidence to walk into your next prospect meeting knowing exactly how to drive a wedge.

Seats are limited. Core clients fill most of them.

Reserve My Seat — Sept 9–10 →

Questions? info@thewedge.net  ·  (214) 446-3209

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