Agency Performance Partners


Posted on November 18, 2022 by Camille Maraguinot

Having a Sales Process in Your Insurance Agency

Most insurance agencies have a quoting process and not a sales process.

What does it to take to Having a sales process in your insurance agency?

For many insurance agents starting a process is the hardest part.

You may have only worked at your office or had limited experience at other agencies. How do you know if your strategy is the best?

We recommend you build the proper process for you, your agency, and your dream client.

To get started, we have an outline of a few questions you can ask yourself to help you get started.

✅ Who Should New Opportunities Go To

✅ Who Is Your Dream Client? Who Do You Turn Away?

✅ Identifying clearly who you will turn away and why

✅ Clearly identify your dream client:

✅ Who Are Your Core Carriers

✅ Agency Standards

✅ Turn Around Time Targets

✅ Follow Up Protocol

Once you have nailed down these objectives it’s time to get to work building your sales process. We have outlined our top recommendations for your team’s insurance sales cycle process.

We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way, just like a BFF.


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