Lesson Category: SalesModule

How To Be Quietly Aggressive When Chasing Business (Video)

This one skill may very well be the difference between your success and your failure.  If done properly, it will aggressively accelerate your agency’s rate of growth.  You are unauthorized to view this page.  Please signup or login to continue.

Using Persuasive Language (Video)

This module will teach you phrases to use when you are selling.  These phrases have been proven to help move “Nos” to “Maybes” and “Maybes” to “Yeses”. (Click the “Materials” tab above for a downloadable Script Booster sheet) You are unauthorized to view this page.  Please signup or login to continue.

Using BombBomb for Sales (Video)

Let’s have some fun! This module teaches a fresh and modern way to get your proposal in front of clients. Very few in our industry are using tools like this.  You are unauthorized to view this page.  Please signup or login to continue.

Reverse Engineering Your Numbers (Video)

The simple formula to hit your new business goals every month.  You just need a goal, and some simple sales numbers and I will give you a quote number to chase.  You are unauthorized to view this page.  Please signup or login to continue.

Delegation Task Ideas (List)

Here's a list of tasks to consider delegating to your team:

  1. Bank deposits
  2. Checking voice mail
  3. Checking staff email
  4. Loading up new emails into automated email campaigns (new business or new claims)
  5. Sending out binders as needed
  6. Following up on office texts
  7. Converting policies
  8. Taking payments
  9. Assisting clients with filing claims
  10. Calling service centers to find out information for you
  11. Canceling policies 
  12. Canceling policies from other agencies and confirming receipt of cancellation
  13. Quoting business for you to sell
  14. Documenting all conversations inside your customer management system
  15. Offering reviews to all clients who call in and scheduling for you
  16. Assisting you with any cross-sell marketing campaigns you are running.  Example- sending out email (or mail) in regards to umbrella or life policies.