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Premium engagement picks, not whatever lands on the desk

$200.00
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What is the Premium engagement picks, not whatever lands course about?

Identify and prioritize high-margin engagement opportunities before they go to market Shape initial scope and terms in client conversations to lock in value early Use client risk appetite as a positioning lever, not a compliance hurdle Deploy repeatable frameworks for structuring bespoke coverage that competitors can't replicate Confidently decline low-margin work using a consistent value-based filter.

What do you take away from the Premium engagement picks, not whatever lands course?

Identify and prioritize high-margin engagement opportunities before they go to market Shape initial scope and terms in client conversations to lock in value early Use client risk appetite as a positioning lever, not a compliance hurdle Deploy repeatable frameworks for structuring bespoke coverage that competitors can't replicate Confidently decline low-margin work using a consistent value-based filter.

What's included with your purchase?

12 modules with 12 chapters each (144 chapters) Downloadable templates and worked examples for every module Hand-built implementation playbook delivered alongside course access 30-day money-back guarantee.

What does the Premium engagement picks, not whatever lands cover on delivery and format?

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access. Time investment: Approximately 3 hours per module, 36 hours total, with self-paced implementation exercises.

How does this compare to the alternatives?

Unlike generic sales training or insurance certification programs, this course focuses specifically on high-margin broking strategy and deal positioning in complex client environments.

What does the Premium engagement picks, not whatever lands cover on frequently asked?

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

How is the Premium engagement picks, not whatever lands delivered?

The Premium engagement picks, not whatever lands is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. A certificate of completion is issued by The Art of Service when you finish.

How much does the Premium engagement picks, not whatever lands cost?

The Premium engagement picks, not whatever lands is $199 as a one time payment. There is no subscription and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: Premium engagement picks, not whatever lands on your desk.

More answers: what you get with every course, refund policy, all help answers.

A tailored course, built for your situation

Premium engagement picks, not whatever lands on the desk

Access higher-margin insurance broking work through strategic positioning

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
...

The situation this course is for

...

Who this is for

Senior insurance broking leader with decision authority in coverage design and client engagement strategy

Who this is not for

Entry-level brokers or claims processors without mandate over deal shaping or client terms

What you walk away with

  • Identify and prioritize high-margin engagement opportunities before they go to market
  • Shape initial scope and terms in client conversations to lock in value early
  • Use client risk appetite as a positioning lever, not a compliance hurdle
  • Deploy repeatable frameworks for structuring bespoke coverage that competitors can't replicate
  • Confidently decline low-margin work using a consistent value-based filter

The 12 modules (with all 144 chapters)

Module 1. The new broking mandate
Understand how client expectations have evolved beyond price and speed to include risk alignment and coverage certainty.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 2. Positioning before the RFP
Learn how to engage clients early to shape scope and valuation before formal procurement begins.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 3. Risk appetite as leverage
Turn risk tolerance discussions into competitive advantage by aligning coverage design with strategic outcomes.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 4. Value-based deal filtering
Apply a consistent framework to decline low-margin or misaligned work while preserving relationships.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 5. Structuring bespoke coverage
Build differentiated proposals that embed operational value, not just indemnity terms.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 6. Client-specific underwriting playbooks
Create reusable playbooks tailored to client industry, exposure type, and risk maturity.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 7. Anchoring value in outcomes
Shift conversations from cost savings to business enablement and continuity assurance.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 8. Competitive preemption
Signal capability early to deter generic bidders and compress evaluation cycles.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 9. Margin defense in renewal cycles
Protect value in renewals by referencing past performance and embedded expertise.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 10. Cross-domain alignment
Coordinate with legal, finance, and operations to strengthen proposal depth.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 11. Internal stakeholder leverage
Use organizational strength to back bold positioning without exposing the firm.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12
Module 12. Building deal momentum
Turn initial wins into repeatable patterns that compound across the portfolio.
12 chapters in this module
  1. c1
  2. c2
  3. c3
  4. c4
  5. c5
  6. c6
  7. c7
  8. c8
  9. c9
  10. c10
  11. c11
  12. c12

How this maps to your situation

  • s1
  • s2
  • s3
  • s4

Before vs. after

Before
Reactive deal flow, inconsistent margin capture, frequent price-based competition
After
Proactive engagement selection, predictable premium margins, strategic client alignment

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 3 hours per module, 36 hours total, with self-paced implementation exercises.

If nothing changes
Continuing to accept undifferentiated mandates risks margin erosion and commoditization of expertise.

How this compares to the alternatives

Unlike generic sales training or insurance certification programs, this course focuses specifically on high-margin broking strategy and deal positioning in complex client environments.

Frequently asked

Is this course relevant for someone leading broking at a global services firm?
Yes. It’s designed for leaders who shape client engagement strategy and want to shift from volume to value-based mandates.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me decline low-margin work confidently?
Yes. You’ll gain a consistent framework to filter deals based on strategic fit and value potential.
$199 one-time. Approximately 3 hours per module, 36 hours total, with self-paced implementation exercises..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
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