Jul 31, 2023
Many agencies have an insurance sales quoting process. As important as a sales quoting process is having a sales process accompany the quote! Even if you do not think of yourself as a "salesperson" educating people on insurance is the best sales strategy! We will break down the steps for a winning sales process - even if you don't love sales.
00:00 Introduction
00:11 Receptionists
01:00 Service Team Members
04:01 Service Only People
07:02 Waiters/Waitresses
08:03 Cross Selling/Upselling
08:25 Introverts
09:02 Habits
09:14 Technology
09:51 Umbrella Policies & Liability
10:05 Products of the Month
11:15 Stickers & Receipts
11:28 Mindset Change
11:40 Referrals & Reviews
12:01 Teacher Analogy
13:20 Non-Sales People
14:05 Monoline Customers
We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF.
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