VirginiA Association of insurance agents

Thanks for considering CANVAS as your potential partner for you event at the Hermitage Country Club. If you have any questions or concerns about the program, message Ellisa or Scott anytime.

 

The scenario exercises deliver the strategy.

The scenario exercises deliver the strategy.

Phase 1: The Three Keys

After brief introductions, we dive into the tree keys of negotiation. An introduction the hybrid of negotiation theory, behavioural economics and psychology that helps us disentrhall ourselves and sit in the shoes of others to truly empathise with how they see the world and then build products and services that appeal and build loyalty.

We break into teams to invent the next generation offering

We break into teams to invent the next generation offering

Phase 2: Diego’s Hotel

After the interactive keynote, we break into groups to run the “Diego’s Hotel” scenario exercise. This is a product development exercise that has participants step out of their own biases and preferences and look at the world through the lens of a successful, professional twentysomething immigrant and design a hotel that meets his needs. Through this playful exercise we practice stepping out of our shoes and into the other and recognise that what might appear important decision drivers for us, may not be for others.

Phase 3: Tie Back

After teams have shared back their ideas on Diego’s Hotel, we move to a group discussion where we discuss the lessons for the independent insurance agent sector. We delineate areas of competition and focus discussion on what we can do together to improve the career appeal of the industry and how communicate it’s value.

This. With beverages. Both Kelly and Ryan had early careers as sales reps for craft brewers, so expect the options to be good.

This. With beverages. Both Kelly and Ryan had early careers as sales reps for craft brewers, so expect the options to be good.

Phase 4: Follow Through

As participants leave, we email copies of slides and further reading through a dedicated webpage (much like this one) that speaks to principals and their employees and the actions they can take to make the industry perform at a higher level.


Who

Your Team

So Scott will be the guy on stage. Dropping British accents all over the place and war stories from the field of negotiation. Production of the event will be managed by Claire O’Keefe - ensuring all the materials are in place and everything runs on schedule.

Your Team

We’ll work with you ahead of the gatherings to determine the best combination of attendees between staff, board members, and regular members to generate a strategy that incorporates a breadth of thinking and diversity of perspectives and imagination. We encourage you to keep the group below 18 - ideally significantly lower - as group dynamics can become prohibitive to clear decision making beyond that number.

Claire O’Keefe

Claire O’Keefe

Thank You

Thanks again for this opportunity to present an outline of our proposal. As a woman-owned, female majority employee company focused on delivering meaning - we can relate closely to your values and mission.

Ellisa & Kelly