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End of Year Special: Secret Shopper Calls

Posted on November 1, 2016 by Kelly Donahue Piro

So how confident are you in your sales process and sales culture? Really confident or moderately confident? It helps to know. Our secret shopper calls will help identify how your team is handling new inbound leads. We review hold times, how they build rapport, the sales process, account rounding and selling you vs. price. Our secret shopper team has a slew of insurance knowledge to see how your team rises to some challenging new business opportunities.

After the 3 secret shopper calls are placed our team completes a survey on the call, complete with recommendations. You then get to hop on a call with one of our consultants to learn the high points and the areas for improvement. This is a great check up on your sales team to see where you could be missing valuable opportunities. We typically charge $500 for this service but since we are passionate about agency performance we have lowered it to $295 if you sign up before the end of the year. You can use the services in 2017, but don’t delay because every missed opportunity is money out of your pocket!

You can sign up online for this service in our new store.  Also check out our other end of year specials. Not seeing something you are interested in? Contact us, we have other services we can provide!