Agency Performance Partners


Agency Assessment: Insurance Secret Shopper Calls

Posted on December 12, 2014 by Kelly Donahue Piro

Agency Assessment: Insurance Secret Shopper Calls

Curious exactly how new leads are handled by your agency? Part of the Agency Assessment is secret shopper calls. Yes, we call your agency to get a quote on insurance and grade your team on 50 different sales strategies. We start with the greeting, rapport building, explaining the process, closing the deal and more.

Every agency should know (not just think!) how new business is handled from start to finish. It can be very eye opening on just how a prospect is handled by your agency.

We are running an end of year special on the Agency Performance AssessmentTM. To learn more click here!