Schedule of Services

(All services available locally, regionally and nationally)

In-House Training – Large Group (up to 50 attendees)

Profiles Central will deliver half- or full-day training sessions at the location of your choice.  Experience a “Day in the Life” approach to using the Profiles+ needs-analysis system.  We’ll cover successful prospecting and approach techniques; essential fact-finding skills; software input and output; plan presentation and sales ideas; and several “Top Ten” lists to help ensure success when learning and implementing Profiles+ in your practice.

Cost

Half-day – 8:00 – 12:00 - $1,000 plus travel expenses

 Full-day – 8:00 – 5:00 - $2,000 plus travel expenses

In-House Training – Small Group (up to 20 attendees)

Profiles Central will deliver the same key agenda items listed above, and this session also will provide opportunities for role-playing agent-client scenarios and participating in actual “hands-on” case development.

Cost

Half-day – 8:00 – 12:00 - $800 plus travel expenses

Full-day – 8:00 – 5:00 - $1,600 plus travel expenses

Private Consultation (Option of using EFS)

A Profiles Central expert will deliver one-on-one training and support on the specific areas of Profiles+ in which you need assistance.  In addition, we can offer case design suggestions and the opportunity to work with our experts to deliver client presentations and close sales.

Cost

(If using the services of our EFS, there is no cost for this service.)

$100 per hour (or portion thereof), plus travel expenses

Case Preparation (Option of using EFS)

Submit a thoroughly completed fact finder, along with any necessary client documents, and Profiles Central will develop a clear, concise, customized, high-impact presentation for you to deliver to your clients in order to close the sale.  Client files and presentations will be returned to you via e-mail so you can print them and create a professional package for delivery.  For an additional charge, Profiles Central will deliver a complete presentation of the highest professional quality.  Both levels of case preparation include e-mail and/or phone consultation to make sure you’re prepared to deliver a winning presentation to your clients.

Cost

(If using the services of our EFS, there is no cost for this service.)

Complete presentation returned via e-mail (you print and package for delivery) - $150

Complete presentation returned via e-mail, plus we print and package for delivery - $200 plus cost of shipping