Nov 14, 2022
There's so much debate on when an insurance agency is a service shop vs. a sales shop. How to train the sales team to prioritize for a sales process.
When we started working with many clients, we quickly discovered that there was no insurance sales cycle process. Agents get trained on how to quote, but there is not enough emphasis or focus on a defined sales process.
In reality, agencies need a written down, practiced sales process that everyone leans on. When we focus on quoting insurance, we often have a process that is easiest for us, but we leave out a key factor - the client!
Visit our blog for in-depth development of an insurance sales process: https://www.agencyperformancepartners.com/blog/ideal-insurance-sales-cycle-process/
Try our Process Pack to assist with agency growth goals and implementing a solid sales process: https://www.agencyperformancepartners.com/shop/agency-process-pack/running-an-insurance-agency-setting-goals/