Working on figuring out your insurance sales quoting process – learn more!
Many agencies have an insurance sales quoting process. As important as a sales quoting process is having a sales process accompany the quote! Even if you do not think of yourself as a “salesperson” educating people on insurance is the best sales strategy! We will break down the steps for a winning sales process – even if you don’t love sales.
- 00:00 Introduction
- 00:11 Receptionists
- 01:00 Service Team Members
- 04:01 Service Only People
- 07:02 Waiters/Waitresses
- 08:03 Cross Selling/Upselling
- 08:25 Introverts
- 09:02 Habits
- 09:14 Technology
- 09:51 Umbrella Policies & Liability
- 10:05 Products of the Month
- 11:15 Stickers & Receipts
- 11:28 Mindset Change
- 11:40 Referrals & Reviews
- 12:01 Teacher Analogy
- 13:20 Non-Sales People
- 14:05 Monoline Customers
So many insurance agents don’t identify as an insurance sales person. When sales makes your skin crawl try this – be an educator. Educators love teaching clients new things – maybe about EFT, Umbrellas and what coverages mean. The best agents are educators and they educate so well that the client thinks this is a no brainer and move forward with the agent’s recommendations. Keep an eye on how the best agents sell- they teach and encourage the client to make the best decisions. Think about it waitresses are the best sales people they encourage you to get the extra drink and dessert.
Resources for Insurance Sales Quoting Process
- Read our blog on how even non-sales people can follow a sales process
- Get your sales team in order with our FREE Producer Weekly Plan
- Get 20% off our Winning Back Unsold Quote Process Pack to help guide your team through a proven process: USE CODE: SALES
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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