Product Training Teaches What Exists. ClearSales Teaches How to Sell It.
Product training explains plans, funding, carrier rules, quoting tools, eligibility, underwriting, administration, and compliance expectations.
ClearSales.ca teaches advisors how to create opportunities, ask better questions, earn cleaner quote requests, present recommendations, control decisions, manage implementation, and build durable client relationships.
ClearSales.ca teaches advisors how to create opportunities, ask better questions, earn cleaner quote requests, present recommendations, control decisions, manage implementation, and build durable client relationships.
What the Academy Includes
Learner Assets
- Textbooks
- Workbooks
- Knowledge checks
- Field assignments
- Completion requirements
Facilitator Assets
- Presenter guides
- Slide decks
- Roleplay instructions
- Timing plans
- Coaching prompts
Manager & Organization Assets
- Manager scorecards
- Certification rubrics
- Activity trackers
- Completion dashboards
- Pilot report templates
Academy Structure
Course 1
Advisor positioning and market readiness
Course 2
Prospecting and pipeline creation
Course 3
Discovery and quote request control
Course 4
Technical selling and plan design
Course 5
Presenting, closing, and decision control
Course 6
Implementation, renewal, and account growth
Six-Course Academy Pathway
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Course 1
The Reality of Selling Group Benefits
The Reality of Selling Group Benefits
Advisor readiness, business advisory selling, professional positioning, and the first 90-day launch plan.
Course 2
Prospecting and Pipeline Creation
Course 2
Prospecting and Pipeline Creation
Target markets, list building, outreach, referrals, CRM discipline, call blocks, and pipeline movement.
Course 3
Discovery, Diagnosis and Quote Request Control
Course 3
Discovery, Diagnosis and Quote Request Control
Better questions, cleaner discovery, stronger data collection, quote-readiness, and qualified opportunities.
Course 4
Technical Selling, Plan Design and Risk Exposure
Course 4
Technical Selling, Plan Design and Risk Exposure
Plain-language technical explanation, plan structure, renewal risk, funding concepts, and client-ready recommendations.
Course 5
Presenting, Closing and Decision Control
Proposal clarity, recommendation discipline, objection handling, pre-close readiness, and next-step control.
Course 6
Course 6
Implementation, Service, Renewal and Account Growth
Implementation handoff, service rhythm, renewal preparation, retention, referrals, AOR discipline, and account expansion.
Bring Proof, Not Intentions
ClearSales training is built around field execution. Participants are expected to write, practice, track, roleplay, update CRM records, complete assignments, and bring evidence of activity.
Training is not complete because someone attended a session. Training is complete when behaviour changes.
Training is not complete because someone attended a session. Training is complete when behaviour changes.
Certification Pathway
Level 1: Advisor Launch and
Pipeline Readiness
Courses 1–2. Evidence may include setup checklist, positioning statement, CRM/activity tracker, prospect list, outreach proof, and knowledge check.
Level 2: Discovery, Diagnosis and Technical Sales Readiness
Courses 3–4. Evidence may include discovery roleplay, needs analysis, quote-readiness review, plan vulnerability case, and technical explanation practice.
Level 3: Practice Growth and Distribution Performance
Courses 5–6. Evidence may include proposal roleplay, implementation plan, renewal strategy, AOR review, account-growth plan, and manager review.
Who the Academy Serves
Advisors and Brokers
For individuals who need stronger confidence, sales language, prospecting rhythm, and quote-readiness.
Agencies and Brokerages
For firms that need consistent onboarding, shared language, manager accountability, and field proof.
MGAs and Insurers
For organizations that need advisor activation, quote quality, product adoption, and measurable distribution execution.
Sales Leaders
For leaders who need scorecards, coaching rhythms, performance metrics, and repeatable deployment.
