Start getting direct and consistent leads from Insurance Agents today!
Start getting direct and consistent leads today from Insurance Agents in your market without paying lead fees or wasting money on marketing materials and tchotchkes. In this 12-session introductory module to Insurance Agent Sales you’ll differentiate between marketing and sales, evaluate the current streams of revenue in your business, discover how much potential revenue exists in the overlooked stream of Insurance Agents, and learn one key strategy to begin fishing from this overlooked stream immediately.
- Session 1 – Why Not Marketing
- Session 2 – Why Agents
- Session 3 – The $4M Opportunity Under Your Feet
- Session 4 – The Low Hanging Fruit
- Session 5 – The Three Myths
- Session 6 – Myth 1
- Session 7 – Myth 2
- Session 8 – Myth 3
- Session 9 – The Missing Piece
- Session 10 – The Question
- Session 11 – The Right Agent
- Session 12 – Just Do It!
Continue building your best pipeline of customers through this second module! In this 15-session module you'll learn how to capitalize on building a referral stream from Insurance Agents of your past jobs. After all, you've already done the work and paid for the lead capture, might as well increase your ROI from the information in your databases and use it to get even more referrals. Not only this, you'll also learn about all the other gems of information in the gold mine of your past jobs to build out other referral streams through Adjusters, Carriers, and Programs. You'll also learn how to maximize your Gross Margin and Days to Payment to ensure Cash is steady and available.
- Session 1 – The Significance of Habits
- Session 2 – Warm Leads
- Session 3 – Getting The Customer’s Agent Information
- Session 4 – What If The Customer Is Hesitant?
- Session 5 – How To Talk To The Insurance Agent
- Session 6 – By Phone or In Person – Which Should I Do?
- Session 7 – How To Work With An Unhappy Customer
- Session 8 – Other Tips and Tricks to Getting the Customer’s Insurance Agent Information
- Session 9 – How To Talk To The Agent Of An Unhappy Customer
- Session 10 – Adjuster Gems
- Session 11 – Days To Payment Gems
- Session 12 – Gross Margin Gems
- Session 13 – Carrier & Program Gems
- Session 14 – Building Your Best Pipeline
- Session 15 – Final Thoughts
Transform your pipeline of customers through this third module! In this 20-session module you'll learn how to build a referral stream from Insurance Agents in your market whom you have not done work for before. In Sales, this is what we call the cold call. We build on the same strategy you've been learning in the previous modules, plus get into the core foundation of sales. For those who want to build a bigger and stronger business, this module is for you.
- Session 1 – A Valid Reason To See The Agent
- Session 2 – Your Valid Reason
- Session 3 – Our Value Proposition
- Session 4 – Showing Real Value
- Session 5 – The Agent’s Thoughts
- Session 6 – The Second Cold Call
- Session 7 – The Reason For The Repeat
- Session 8 – The Third Cold Call
- Session 9 – Why We Don’t Ask For Work
- Session 10 – Mindset
- Session 11 – Helpful Mindsets
- Session 12 – Apply Those Mindsets
- Session 13 – Why Make A Sale
- Session 14 – The Plan
- Session 15 – Block Time
- Session 16 – Set A Goal
- Session 17 – Prepare
- Session 18 – Keep Track
- Session 19 – Celebrate Your Wins
- Session 20 – Put It All Together