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Insurance Agent Sales – A Master Strategy

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Modules

Module 2: Prospecting for the Right Fit Part 1

This Sales Strategy is entirely assumptive. In order for this approach to work for you, you have to put the time and energy in first finding Agents who will say yes to your offer. This module is all about finding the Right Agents. In this first step in our Sales Strategy, you must first build your list and then quickly identify which Agents are worth your pursuit.

Lessons

Module 3: Prospecting for the Right Fit Part 2

This Sales Strategy is entirely assumptive. In order for this approach to work for you, you have to put the time and energy in first finding Agents who will say yes to your offer. This module is all about finding the Right Agents. Now that you have an idea of which Agents might be potentially viable, you'll now learn how to further narrow down your list to find the Best Fit for our Sales Strategy.

Lessons

Module 4: Selling The Insurance Agent and Staff Part 1

Now that you have properly pre-qualified Agents in your pipeline, it is now time to make the sale. The first sale you make in our Strategy is to the Insurance Agent Owner or Broker. Learn how to do that in this module.

Lessons

Module 5: Selling The Insurance Agent and Staff Part 2

Once you and the Agent have agreed to partnership, it is time to get their staff onboard. After all, they are more often than not the ones who answer the phone, talk with customers in crisis, and therefore in a position to make the referral.

Lessons

Module 6: Delivering on Your Promise

Once losses are coming to you from your Partner Agents and their staff, you need to enact your role of Agency Brand Ambassador to their customer. This module unpacks exactly what to do when on a loss for a Partner Agent.

Lessons

Module 7: Maintaining the Relationship

Growing a productive apple orchard is hard work. It takes time. It takes energy. It takes diligence and perseverance. This module outlines how to effectively care for your Partner Agents so they produce fruit for you year after year after year.

Lessons