Think about how much time and energy you put into making your conversations flow. Now ask yourself this…how comfortable do you feel when it’s time to talk about getting their payment information to start their new policies? In this week’s RPOA session, we’re breaking down what not to say when it’s time to collect payment... Read more »
When it comes to talking to our current customers, it is crucial that we know how to put together the “puzzle” so that the call has the best outcome for our client, and for us. Knowing how to quickly piece together who we are talking to, what their “insurance story” is, and then to use... Read more »
Let’s be honest, when a prospect opens the call by telling us they’re collecting multiple quotes, it can feel like the decision is already made that they won’t buy today before we even speak. But what if that moment isn’t a dead end and it’s actually an opportunity? This week, we’re shifting how we look... Read more »
Sales is not luck. Sales is not magic. Sales is not personality. Rather, it’s a formula - a formula that starts with us truly being BUILT for the role that we have signed up for. This week we’re going to break down what being “built for sales” actually looks like, how to know if you... Read more »
Let’s face it, in order to really get good at working leads you need to quote as many people that qualify as possible! One of the biggest frustrations with leads is that there is A LOT of front end “NO’s”. In fact, our top producers would say 8 out of 10 start out saying “NO”... Read more »
We all know that if we don’t ask our customers about who they have their life insurance with, we are doing them a disservice. Yet, for some reason, we notice that most P&C producers simply don’t ask. It may be because they feel uncomfortable asking, it may be because it feels like it’s just “one... Read more »
Being curious helps us get to know our prospects better so we can solve the full picture. It also helps us recommend the right coverage and have the right solution. More often than not, we still have questions for our prospects and customers that we just don’t ask because we assume their insurance story. This... Read more »
This week Jeremy and Kristin will be en route to leadership meetings, so they are turning the whole show over to the amazing Lindsey! She is going to bring Miles on, as well as a brand new producer on our team to play the role of the prospect, and they will rapid-fire role play any... Read more »
The way that we open a call to a prospect will decide the success of the call. The first few words we use will determine whether they will want to hear the rest of what you are calling for, if they tell you they are not interested, or in some cases simply hang up on... Read more »
Did you know that you can talk yourself right out of a sale? In order to be truly effective at sales we need to be aware of the things to stay away from saying because of how the customer/prospect might perceive you. This week, we will talk about things NOT to say in order to... Read more »