1:1 Coaching for Commercial Insurance Producers

Good producers don't fail from lack of talent. They fail because nobody showed them the system.

I believe every producer deserves a real shot at a seven-figure book — not just the ones handed one. I went from paycheck to paycheck to million-dollar producer, and I coach so you don't have to learn it the hard way.

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Heather Banul, executive coach for commercial insurance producers
25+ Years in InsuranceSecond-Generation Professional Million-Dollar ProducerCLCSTRIPVP, National Practice Experience
Why I Do This

Talent shouldn't wash out. It should get a system.

They hand you a phone, a quota, and a "good luck." Most producers wash out within three years — not because they can't sell, but because no one ever showed them the system: who to target, how to get in the door, how to win complex accounts, and how to keep them.

That was me. Second-generation insurance professional, but no book handed to me, no warm inheritance of accounts. Paycheck to paycheck, figuring it out call by call — until I built a system that took me to a million-dollar book, a VP seat in a national practice, and a specialty in complex fleet and supply-chain risk.

I coach because the industry loses too many good people to a solvable problem.

How the Fast Track Works

A practitioner's system, not a theorist's script.

Niche & Pipeline

Pick a specialty that fits you and build a prospecting engine that doesn't depend on cold-call luck.

Winning Complex Accounts

Discovery, program design, and presentations that beat the incumbent — not quote and pray.

Carrier & Underwriter Relationships

Become the producer underwriters want to say yes to.

Retention & Rounding

Keep what you write, grow every account, and build renewal income that compounds.

Career & Compensation Strategy

Book equity, comp negotiations, and knowing your worth at every stage.

Real Accountability

Honest feedback from someone who still produces at the top of the industry.

The Offer

The Producer Fast Track — 1:1 Coaching

Getting Started

Three steps to the fast track

  1. Book a free consultation. 30 minutes. You'll answer a few questions when you book so we don't waste a minute of it.
  2. Get your 90-day game plan. We identify exactly what's holding your production back and map the fix.
  3. Execute together. Biweekly 1:1 coaching, real accountability, measurable production goals.

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Free Producer Toolkit

Steal my playbook. Free.

Not ready for a call? Start with the tools. These are the frameworks I coach, free — because I'd rather prove value than promise it.

PDF · Prospecting

12 Cold Call Objections Every Commercial Producer Hears

The scripts that keep the conversation alive when they say "we're happy with our broker."

PDF · Prospecting

The Producer's Cold Email Playbook

The list, the structure, the cadence, and four templates built for insurance.

PDF · Closing

5 Premium Objections — and the Scripts That Close Them

Negotiate the program, not the premium.

Excel · Pipeline

Producer Pipeline & Forecast Tracker

X-dates, weighted pipeline, and a commit / likely / upside forecast.

Questions

FAQ

Do I need production experience?

No. I coach new producers, plateaued veterans, and career changers. The system adapts; the fundamentals don't.

Is this only for transportation/logistics producers?

No. My book is in complex fleet and supply chain, but the system — niche, pipeline, technical selling, retention — applies to any commercial P&C specialty.

What does it cost?

We'll cover fit, format, and pricing on the consultation call. The call itself is free and there's no obligation.

How is this different from my agency's sales training?

Agency training teaches products and process. I coach your book, your pipeline, and your career — from someone who still produces at the top of the industry.

Your book won't build itself.

The producers who make it aren't smarter — they just stopped guessing sooner. Book the call.

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Get In Touch

Tell me where you're stuck.

Send a note and I'll reply personally — usually within a business day.