Click Here to Register for the Session - $150
Negotiation Essentials: Preparation & Practical Approach
Thursday, July 16th, 2026 | 1 - 2:30 p.m. CT | Virtual
Instructor: New Level Partners
Strong negotiation skills are essential in the insurance industry, where professionals must balance relationship management with achieving effective outcomes, often within the same conversation. Yet many professionals have never received formal training in how to prepare for and navigate negotiations successfully.
This three-part workshop series is designed to help you approach negotiations with greater confidence, preparation, and strategy. Through practical techniques, guided discussion, and a Negotiation Styles Inventory, you’ll learn how to communicate more persuasively, influence outcomes, and strengthen your effectiveness in difficult conversations.
Whether you are negotiating with clients, carriers, vendors, coworkers, or leadership teams, this series will provide actionable tools you can immediately apply in your day-to-day work.
What You’ll Learn
- How to prepare effectively for negotiations
- Key factors that influence negotiation outcomes
- Techniques for persuasive communication
- How to use calibrated questions to guide conversations
- Strategies for presenting options and influencing decisions
- How and when to “drop an anchor” during negotiations
- Different negotiation styles and how they impact conversations
- Practical negotiation tactics used by experienced professionals
- Ways to build confidence and improve outcomes while maintaining strong relationships
Who Should Attend
This workshop series is designed for insurance professionals at all experience levels who want to strengthen their communication, influence, and negotiation skills. It is especially valuable for individuals who regularly navigate client conversations, internal discussions, vendor relationships, or strategic decision-making.
Recommended for:
- Agency leaders and managers
- Account managers and customer service representatives
- Producers and sales professionals
- Operations and administrative professionals
- Carrier-facing team members
- Emerging leaders and professionals preparing for leadership roles
- Anyone looking to communicate more confidently and achieve stronger outcomes in workplace conversations
Workshop Breakdown
Workshop 1 - July 16, 2026 1-2:30pm CST: Negotiation Steps
Influencing Factors, Preparation, Openers, Persuasive Communication
Workshop 2 - July 23, 2026 1-2:30pm CST: Negotiation in Action
Calibrated Questions, Options, and Dropping an Anchor
Workshop 3 - July 30, 2026 1-2:30pm CST: Negotiation Techniques
Styles and Pro Tactics
Included with Registration
- Three live workshop sessions
- Negotiation Styles Inventory
- Practical frameworks and techniques you can immediately apply
- On-demand access to session recordings through NetVU+
Meet Your Instructor:
New Level Partners (NLP) is a learning solutions provider specializing in the insurance industry. NLP is known for delivering engaging, interactive learning experiences that focus on practical skills, real-world application, and measurable results. Their facilitators bring deep industry knowledge and a collaborative approach that helps participants immediately apply what they learn.
Need help registering? Contact NetVU.
Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).
Disclaimer:
Please note that most webinar sessions will be recorded. Webinar recordings are the property of NetVU and are exclusively available to NetVU Members and Partners through NetVU University. These recordings are not available for download, preserving the unique value and benefits of NetVU membership. However, certain sessions, such as discussion-based or highly interactive formats, may not be recorded. This approach ensures open dialogue, encourages active participation, and respects participant confidentiality.