THE WEDGE WORKSHOP
In 2 days, learn the sales process for insurance producers to win by B.O.R.
For information on upcoming Wedge Workshops, please email clientsuccess@thewedge.net.
What Makes the Live Workshop So Special?
Meet Your Coach, Randy Schwantz
It's all about the coaching.
During the live workshop, you'll have access to The Wedge author himself, Randy Schwantz, to make sure you get your sales approach right. Get instant feedback and leave with a plan you can immediately implement to set more appointments and close more business.
Author of The Wedge: How to Stop Selling and Start Winning
How to Get Your Competition Fired (Without Saying Anything Bad About Them)
Workshop Schedule
10:00 AM CT
1:00 PM CT
(1-hour break)
Lunch
4:00 PM CT
Day 1 Concludes
Workshop Presentation Begins
Live training, virtual coaching, and role play exercises in breakout groups.
2022 © The Wedge Group. All rights reserved.
BUILD YOUR DIFFERENTIATION
GET YOUR COMPETITION FIRED
WIN BY B.O.R.
DAY 1
9:00 AM CT
Workshop Coaching Begins
Live training, virtual coaching, and role play exercises in breakout groups.
1:00 PM CT
Lunch
1-hour break
4:00 PM CT
Workshop Concludes
Recap of both days sent to your inbox 24 hours after completion.
DAY 2
What's My Investment?
Reasons to register:
2
Build real differentiation (that works) to stand out from your competition
Learn The Wedge Sales Process® in a 2-day live class with other Producers
1
Roleplay in sales training exercises with other Producers in breakout group sessions
3
Get instant live coaching & feedback from your guide, Randy Schwantz
4
Get The Wedge Sales Playbook brought for you to the workshop
5
1
2
1
3
1
4
5
1
Q. So, tell me EXACTLY what this is again?
A: The Wedge Workshop is a sales training workshop for Insurance Producers who want to double their book of business. You will learn how to drive a Wedge between your competition and prospect -- so you can finally stop selling and start winning.
Q. Where is the workshop? And what if I can't attend those dates?
A: The workshop can be held at different locations depending on the time of year, so we release dates and location for each workshop a couple of months in advance on our website and through email. If you can't attend those dates, we'd highly recommend you get on the waitlist.
Q. Is the workshop held live in-person again?
A: Yes! We hold the Wedge Workshop both live and virtually a couple times a year. Each workshop is either live or virtual, we do not record live workshops and there is no way to attend them virtually.
Q. What will I learn? What is the agenda for the two days?
A: When you attend The Wedge Workshop you'll walk away with a proven sales process that's worked for thousands of Insurance Producers just like you.
Here's exactly what we'll cover over the course of two days:
Workshop Strategies You'll Takeaway:
- Know where you are strong and your competition is weak – which leads to how the prospect is being underserved.
- Learn a process to exploit the competition’s weakness to get the prospect to see how they are being underserved by the incumbent, leading to their “pain”.
- Use that “pain” to break the relationship between your prospect and the incumbent.
- Test the prospect’s ability to fire the incumbent and hire you, before investing time developing a proposal.
Day 1:
- The Wedge: Objective
- How Is Your Company Better?
- 3 Major Components of Business
- What Motivates People
- Ladder of Abstraction
- Strengths vs. Weaknesses
Day 2:
- Locating Your Prospect's Hidden Pain
- Know Your Competition
- Developing Your Pre-Call
- Strategy
- Knowledge is Power - Four Levels of Knowing
- Games and Zones
- Rules of The Wedge®
- The Wedge Sales Process®
- Role-Play-- The Wedge®
- The Rehearsal Steps
- Conclusion
All of these will give you the framework for The Wedge Sales Process -- the sales process for insurance producers to win by B.O.R. (without talking smack about the current agent.)
Q. Can my whole team of Producers attend?
A: If you have 3-10+ Producers who could benefit from live sales training and coaching, our Bignition Program may be a better value for your agency.
Every Bignition Producer + Leader receives a ticket to the virtual Wedge Workshop (plus access to more workshops, a pipeline CRM tool and on-demand training content.)
Schedule a Bignition Consultation here.
Q. Why are you doing this?
A: Great question. If you want to develop yourself and your career, the market for Producers to do this is challenging. It's flooded with bloated training platforms and overpriced, personality-driven hype. There are great books out there, but very few give you a game plan to apply them.
So what do you actually need to DO to develop your game plan and grow your book of business?
The Wedge Workshop is all about mastering the process. If you can understand the basics of your buyer's psychology and leverage it to get your messaging and sales approach right -- you'll be unstoppable at selling anything.
Q. I'm interested, but what's the cost?
A: The price is only $2,495 USD per person for this session. Bignition clients receive a discount. Email reagan@thewedge.net for the promo code and details.
Most Producers make this investment back (and more!) within 90-120 days after attending The Wedge Workshop.
*Plus -- If all this did for you was give you the playbook to win just one BOR, would it be worth your investment?
Q. What if I have a question you haven't covered? Or a question ABOUT these questions?
A: Let's chat! Email our team at info@thewedge.net.
Frequently Asked Questions (FAQs):
"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. I have more than quadrupled my personal income and I'm still growing.
Thank you for everything!"
-Austen Lillies
“I attended my first Wedge Workshop 5 years ago with no idea what I was stepping into. Back then my book was $600k. Since then I have more than tripled the size of my book. I have also greatly increased the size of the accounts I work on. I used to have a career goal of a $1M revenue book of business now I see $3M as a very attainable goal.”
- Danny Stevens
"3 years into my insurance career I had 160 clients and a $300k book. Although I was successful I hit a wall and didn’t have the capacity to grow my book. At this time I went to one of Randy’s trainings and then joined his program. 4 years later I grew my $300k book to $1.2 million and have less than half the accounts I started with."
- Garret Yates
Results from The Wedge Workshop...
Jared's Story -- Used The Wedge to train and develop his producers to write $115K in revenue under 30 days!
Matt's Story -- Former Allstate agent, now selling commercial insurance & winning $40K BORs
If you're a New Producer and you're wondering, is this for me?
Here are two Brand New Producers who got big deals after completing the Wedge Workshop.
Cal Garretson -- Acquired 16 accounts and racked in $139k in new business revenue as a new producer.
"A year ago I was a stressed-out small business owner struggling to make ends meet. I knew that a change in profession was necessary for my family."
Closed my first deal 60 days after the Wedge Workshop as a brand new producer.
- August 2nd - Passed License Exam
- August 5th - Attended The Wedge Workshop
- October 5th - Closed 1st Deal (60 days after The Wedge)
-Cal Garretson
- Curtis Stevens
Curtis Stevens -- $24K BOR in just 76 Days
Meet Curtis, a former high school basketball coach. As the school cut the budgets, he went from just being a coach... to a bus driver, laundry man, travel administrator and more. He got sick of it and decided to change professions.
Curtis got recruited into an agency using The Wedge sales process. Before he even got licensed, he was already studying his selling process and learning his differences.
Here's his timeline:
Hired June 15th... Licensed July 1. And, on September 2nd... 76 days after he was hired... Curtis won a $24,000 revenue account by BOR.
If these two new-to-industry Producers can do it, so can you.
MAY 10-11, 2023 | Dallas, TX
Marriott Dallas/Plano at Legacy Town Center
Day 1: (Wednesday, May 10)
Breakfast: 8:00 AM
THE LEGACY CONTINENTAL
Freshly brewed Starbucks coffee, decaffeinated coffee, and assorted TEAVANA teas.
Orange, apple and cranberry juices
Seasonal fresh fruit and berries GF
Freshly baked breakfast breads, muffins and croissants
Hard boiled eggs GF
Individual yogurt parfaits GF
Butter and fruit preserves
Start Time: 8:30 AM
Break for Lunch: 12:00 PM
LITTLE ITALY
All lunch buffets include artisan rolls, butter, freshly brewed Starbucks coffee, freshly brewed decaffeinated coffee, assorted TEAVANA teas and iced tea.
Garlic bread
Tuscan white bean and roasted garlic soup
Sliced and seasoned roma tomatoes, Dallas mozzarella drizzled with extra virgin olive oil and balsamic vinegar GF
Grilled vegetables – Portobello mushrooms, tomatoes, zucchini and squash Traditional Caesar salad – chopped romaine hearts, seasoned croutons and parmesan curls served with a creamy Caesar dressing GF
Sweet Maine lobster raviolis
Scaloppini of chicken served with artichokes, asparagus and tomatoes GF Italian sausage served with linguini
Assorted vegetarian flatbread pizzas
Eggplant parmesan
Tiramisu with lady fingers and biscotti
End: 5:00 PM
Day 2: (Thursday, May 11)
Breakfast: 8:00 AM
THE LEGACY CONTINENTAL
Freshly brewed Starbucks coffee, decaffeinated coffee, and assorted TEAVANA teas.
Orange, apple and cranberry juices
Seasonal fresh fruit and berries GF
Freshly baked breakfast breads, muffins and croissants
Hard boiled eggs GF
Individual yogurt parfaits GF
Butter and fruit preserves
Start Time: 8:30 AM
Break for Lunch: 12:00 PM
THE TACO TRUCK
All lunch buffets include artisan rolls, butter, freshly brewed Starbucks coffee, freshly brewed decaffeinated coffee, assorted TEAVANA teas and iced tea.
Poblano & corn chowder
Southwest green salad GF
Baskets of tortilla chips and house made salsa
Texicana house made shrimp ceviche shooters GF
Build your own taco station – short rib, chicken and beer battered fish House made guacamole, sour cream, shredded cheese and Pico de Gallo GF Warm flour & corn tortillas
Smashed beans & Spanish rice GF
Churros and house made tres leches cake served with honey
End: 3:30 - 4:00PM
Schedule, Meals, & Materials
The Wedge Workshop will be hosted and taught by Randy Schwantz. Upon registration you will receive a confirmation email with all of the event information, including hotel recommendations / rates we have negotiated. At the Wedge Workshop we will have a Wedge Workbook for you.
Both breakfast and lunch will be provided for you. The schedule and meals for the workshop is as follows:
Need a push to hit the "register now" button? Watch this video.
Hotel Recommendations
There are many hotels in the area depending on your preference, the below are the closest to the workshop:
- Dallas/Plano Marriott at Legacy Town Center: 7121 Bishop Rd, Plano, TX 75024 (Where the workshop will be held)
- Aloft Plano: 6853 Dallas Pkwy, Plano, TX 75024 (3 min drive)
- Courtyard by Marriott Dallas Plano in Legacy Park: 6840 Dallas Pkwy, Plano, TX 75024 (4 min drive)
- Home2 Suites by Hilton Plano Legacy West, 6300 Tennyson Pkwy, Plano, TX 75024 (5 min drive)