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

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.

• Are you looking for insurance training to grow your insurance agency?

#insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining