Agency Performance Partners

AppX Sales Online Course

INSURANCE AGENCY E-COURSE

AppX Sales

installing

A SALES PROCESS

Every insurance agency wants to grow, right? We all know growing insurance agencies are focused on how to sell more insurance. When you start tracking your new business and following a simple, repeatable sales process, it’s easy to convert more inbound opportunity. Buying insurance from an independent insurance agency is hands down the most difficult way for a prospect to buy insurance. We need to follow a consultative approach that builds rapport and guides the client to select your agency. That’s why I created this course.

AppX

sales

INSTALLING A SALES PROCESS

How to maximize inbound insurance sales opportunity.

This E-Course Will Show You How To: Maximize your inbound insurance opportunities by training your team on how to track and maximize every piece of new business. 

THERE’S JUST ONE PROBLEM

No one has given your team a clear plan with scripts, objections and when to ask.

MORE SPECIFICALLY, MAYBE THESE FEARS, UNCERTAINTIES AND DOUBTS HAVE GOT YOU PARALYZED:

  • There is no time 
  • Training is costly
  • No consistency
  • Little buy in
  • There is no plan
  • Small bursts haven’t worked 

STEP 1

coffee.

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STEP 2

relax.

YOU HAVE A PLAN

Hi Agent!

I’M KELLY DONAHUE-PIRO

owner

I worked a summer job as a bank teller to pay for college. I realized that my co-workers weren’t taking advantage of incentive $$ by cross selling products. I started spending time learning how to sell since my bank had no training program for front line employees. Insurance was one of those products.

In 2000 I was still working at the bank. The executives loved me, and my co-workers hated me. I proved they could cross sell but weren’t. I toned down my sales skills to be accepted and missed key career opportunities as I was graduating. I got my first job out of college and realized again that many small businesses had no sales and marketing strategy. I had to figure it out on my own.

The mortgage crash found me unemployed. I was recruited back into insurance by a tech company that was also making the switch. We were pioneers in digital marketing for agents. We found that agencies were not equipped to convert a web lead effectively. I led the client management group that coached the agents in transforming. I worked with over 700 agencies in 6 years.

In 2014 the company I was working for was getting sold to Zywave, but I’d found my calling helping install systems into agencies to help them become ridiculously amazing. We have worked with over 1,000 agencies in the US and Canada.I 

IF YOU WANT TO HAVE A SALES PROCESS YOU CAN RELY ON

I HAVE GOOD NEWS FOR YOU...

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...you can with a plan

IT’S EASIER THAN YOU THINK

SPEAKING FROM EXPERIENCE

I know YOUR AGENCY CAN:

  • DRIVE CLOSING RATIOS
  • CROSS SELL AT THE POINT OF SALE
  • DECREASE FOLLOW-UPS
  • INCREASE NEW BUSINESS REVENUE
  • TRACK ALL NEW BUSINESS 
  • OVERCOME OBJECTIONS
owner

Ridiculously Amazing Agencies Outlast The Suck Of Change

— Kelly Donahue-Piro

OVER MY CAREER, I’VE LEARNED THAT THERE IS A STRATEGY TO SUCCESS

That’s Why I Created

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APPX SALES

insurance

SALES PROCESS

E-COURSE

Are you sick and tired of looking at your new business numbers and wondering what is happening? It seems like quotes come in, but you aren’t really sure where they stand or how aggressive your team is working to convert them. Your agency needs a different approach that engages the team and gives them a clear plan with expectations, objection killers and simple strategies that everyone can embrace. This changes everything!

HERE’S WHAT YOU’LL LEARN

Lesson 1

LESSON 1

Keys To Success

We review challenges in sales, modern insurance sales statistics and challenges in selling new customers. 

lesson 2

LESSON 2

Building Rapport

We start with setting up the prospect to not just buy a policy but buy you and your agency. We want to start wooing them on the first interaction. 

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LESSON 3

Insurance Interrogation

We don’t want the underwriting process to feel like an interrogation. It needs to be an extension of the rapport building process. 

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LESSON 4

Setting Expectations

Whenever possible we want agents quoting over the phone. When that is not possible, agents need to set an appointment with the client to deliver the quote — not just email it. 

Insurance Sales 5

LESSON 5

Delivering the Quote

This is your opportunity to shine! You want to deliver your quote with 2-3 options and an explanation of all the coverages and why you selected them.

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LESSON 6

Ask For the Business

95% of the work is done, so we cannot tell the prospect to think about it and let us know! We need to lean into the sale and ask where to send the application. 

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LESSON 7

Embracing & Resolving Objections

There are only 5 insurance objections you will routinely get. We want to educate your team on how to dismantle each one to get the deal sold. 

Insurance sales 8

LESSON 8

Referrals & Rounding

This is where we launch our 30 day follow-up call to not only solidify the relationship but also firm up any cross sales and get a referral. 

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LESSON 9

Controlling Your Pipeline

Now that we have a repeatable process, we can add more to the top of the funnel. Learn about Golden Hour and how making calls to unsold quotes, lost business and thank you calls for referrals will get you ahead. 

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LESSON 10

Speed, Follow-Up & Breakup

We review how important speed is to getting in touch with the lead. In addition, we outline our ideal follow-up strategy and what to do when it’s time to move on. 

HERE’S WHAT'S INCLUDED

  • 10 LESSON COURSE
  • WORKBOOK
  • SCRIPTS
  • AMS360, Hawksoft & Applied Epic Set Up Course
  • ROLE PLAY VIDEOS
  • MANAGER SECTION
  • QUIZZES

YOU PAY ONLY

$245/month

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THE CONSERVATIVE TOTAL VALUE OF THE PROGRAM FOR YOUR INSURANCE AGENCY

$10,000

EXCITED TO GET STARTED?

Here’s how:

 
  • Say YES to your agency and click the “BUY NOW” button anywhere on this page.
  • If you don’t already have an account with us, you can create a new account with your email address. You’ll have immediate (and forever) access to login and have 24/7 access to all modules and learning materials.
  • You’ll start the process of becoming Ridiculously Amazing!
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REMEMBER, THIS COURSE WAS CREATED FOR INSURANCE AGENCIES JUST LIKE YOURS.

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THIS E-COURSE IS perfect IF YOU'RE

LOOKING TO GROW YOUR AGENCY ORGANICALLY WITHOUT SPENDING THOUSANDS ON MARKETING AND LEADS. IF YOU KNOW YOUR INSURANCE AGENCY NEEDS TO UPGRADE ITS CUSTOMER EXPERIENCE, THIS COURSE IS FOR YOU!

YOUR INVESTMENT TO BECOME

Ridiculously Amazing

WITH THIS COURSE!

NOW IT’S TIME TO MAKE A DECISION.

YOU CAN DO NOTHING, AND BE EXACTLY WHERE YOU ARE NOW ONE YEAR FROM TODAY. OR, YOU CAN HOP ON BOARD FOR ONLY $245 PER MONTH AND GIVE YOUR AGENCY THE PLAN IT DESERVES.

If you want a ridiculously amazing agency, then yes, it’s for you. But remember, businesses don’t build themselves. If you’re willing to watch the entire course and put time and effort into implementing your new knowledge with your team, you’ll have the tools you need to succeed. Simply put, you have to put in the work.

Our goal is for your team to make 2 asks per day. If that leads to 1 quote per day and 50% of them close, we want to target 10 new sales per month!

Once you purchase the course you will be emailed instructions on how to set up your account and log in. Be on the lookout!

Each lesson has a defined time when you log in. Generally they are 10-15 minute lessons. 

If you’re not happy, we aren’t happy! Reach out to us so we can understand your concerns and work out a solution. 

It never seems like a good time to do anything. Everyone is busy, and you are always stretched too thin. The story is that we are all waiting for the perfect time to install the strategies we need to have the time to best deliver for our customers. You may be thinking “if I do one more thing there will be mutiny” or you may have tried things before and there was no buy-in, so what’s different now? I’ve been through this same story with hundreds of agencies, and the reality is there is a cost to doing nothing. The other harsh reality is that it will only get worse unless a plan is put in place to run the agency rather than have it running you. I’ve learned the best time to do anything is right now. You can always put off the work and hope it will get better, but we all know hope is not a strategy.

 

The Agency Performance Pack also includes AppX Retention, AppX Time Management and our Quarterly Course Additions!