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[26 Nov] Ask Dave: How Should I Present A Quote Over The Phone?

A couple of months ago, I wrote about generating a quote right over the phone on the initial phone call.  This saves time and increases the chance of closing the deal.  But how we actually present the quote is also a factor in selling the policy. When we present the quote, we are going to […]

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[19 Nov] Ask Dave: What Can A Golden Hour Do To Help Control My Pipeline?

In any sales environment, creating a consistent pipeline is one of the most important and probably most underrated aspects of the sales process.  We all know that hope is not a strategy. We cannot hope that the phone rings enough. Insurance opportunities can be inconsistent. Without a focus on prospecting, you end up on the […]

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[11 Nov] Ask Dave: Should I Be Making a 30 Day Follow-Up Call On New Clients?

The last couple of weeks we have talked about an onboarding process as well as what to put into a welcome kit.  Most people agree that having a series of emails and/or text messages makes a lot of sense after a sale.  The two that people question the most are the aforementioned welcome kit and […]

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