Insurance Sales Training | Sales Management Systems

New Closing Techniques: How To Get More Business Now

Has this ever happened to you? You start working a prospect and it's going well. You create the rapport. You establish some trust. You establish an agreement that if you provide what is needed for a decent price, then there's no real reason that your prospect wouldn't agree to switch to you. You're starting to become confident, this will be your new account soon. A couple of weeks later, you're presenting your proposal, feeling good. As you close, your prospect says, give us 24 hours to talk it over, but you look good, we like what you have...

Sales Training for Insurance

Whether you are the principal of an agency or a producer, sales training is critical to your success. It has surprised me to find how many producers out there are not sufficiently trained in the finer aspects of sales. In this three part series, my intention is to provide some solid tools and techniques that you can use to improve your book of business...

The Growth Sales Culture - How To Create Dyed-In-The-Wool Increased Sales

If there's one thing that I've become clear on in my many years of consulting with larger insurance agencies, there is no single silver bullet. There is no one thing that, if an agency applies it, will result in sustained growth. You have to think that if there were, then most agencies would have already implemented it...

Where CRMs Fall Short

Customer Relationship Management (CRM) is an absolutely essential part of any successful business. Whether you are implementing this using an off-the-shelf system, a custom system or an archaic non-automated system, if you are successful, you have a system. The advantages of a well-thought-out feature-rich CRM are many. To name a few: Centralized, easily accessed data...