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[PODCAST] Sales Training Challenges in Insurance | Why We Aren’t Good At Training

Posted on July 3, 2023 by Kelly Donahue Piro

Are you aware of the sales training challenges in insurance? It seems like many agencies are struggling to train their team in how to convert more insurance quotes into sales.

Training is a continuous battle and requires a tailored approach. There needs to be a plan with milestones and clear expectations for both the trainer and trainee. Training should involve role-playing, getting people on the phone quickly, and using a team of professionals to support them. It is important to invest in training as it will pay off in the long run. Resources are available from EPP such as their online school and sales training courses.

  • 00:00:00 Grouping Input Items
  • 00:00:02 Selling and Quoting
  • 00:00:15 Training in Insurance
  • 00:01:30 Why Training is Hard
  • 00:02:17 Creating an Internal School
  • 00:04:38 Certifying Team Members
  • 00:05:40 Grouping Items
  • 00:05:43 Producer Plan
  • 00:05:46 Producer Training
  • 00:08:38 Sales Training
  • 00:10:21 Training Plan

Listen how your agency can overcome sales training challenges!

APP Resources For Overcoming Sales Training Challenges In Insurance

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