AgencyBoost Ultimate Bundle

Add to Cart View Cart

Are you looking for a cost-effective way to vastly improve the sales success of the P&C Producers & CSRs in your Agency?  This “Ultimate” P/L & C/L Producer/CSR Bundle Sales Self-Training using The Links in the Sales Chain™ is an impressive Package that will help you achieve just that.  With this bundle for P/L CSR Sales Training & C/L Sales Training, these 4 interactive courses will take your Producers & CSRs through either 13 separate essential Links (or 14 Links if C/L) during the training process.  This is a proven method, working for Producers & CSRs in agencies already.  What sets this method apart from others can be summed up with 3 things:

  1. It’s interactive – a Salesperson can go at his or her pace, back up, review many times, etc.
  2. It doesn’t just teach Sales Skills – tools, scripts, suggestions are also included (upwards of 50 documents)
  3. Success Rates are typically Doubled – Salespeople following this relationship-based sales approach find it simple, complete, and practical allowing better focus…and much better results.

With the annual subscription, there is no limit to the number of times the course can be taken, or the number of Salespeople who can take it, so there is tremendous value with your investment in this product. 

For Producers, the training starts with a module outlining the Producer Role and ends with how to be an Advisor after the Sale.  The components in between feature modules for:

  • How to use relationships to obtain new prospects
  • How to Target Market to increase your chances & get the Underwriter on your side
  • How to pick your targets & qualify your prospects more effectively
  • Bringing more passion to the process
  • Understanding the best ways for obtaining referrals
  • How to use better ways to get an introduction
  • How to hold a more effective Qualifying First Visit with a new prospect
  • Using Disturbing Questions to establish credibility & separate yourself from the competition
  • Using something other than “price” to make the sale
  • How to use your time more effectively and lots more.

For CSRs, the training starts with a module for creating sales time and ends with how to be an Advisor after the sale.  Some of the components in between feature modules for:

  • How to use relationships to obtain new prospects
  • How to obtain referrals
  • Understanding the best ways for obtaining referrals
  • How to use better ways to get an introduction
  • Making the right 1st contact with a prospect
  • Qualifying properly
  • How to establish credibility
  • How to prevent price from being the “only” thing, and lots more.

Included in the various courses are roughly 50 documents (in each one) & also with some spreadsheets that will help sustain the new (or improve the experienced) salesperson with the tools, scripts and samples they will need to be successful.  Each course has tailored documents for P/L or C/L as well as a number of variations for both Producers and CSRs in each particular course.  A few key documents, included in this Sales Training Course that we would highlight are:

  1. Qualifying Questions to Evaluate a Prospect
  2. What an “A” Proposal should look like – what are the components?
  3. Identification of what the Producer Role should be – how much time for service/how much for prospecting
  4. 12 Essential Time Management Keys & Tips that can help Save up to 2 Hrs./Day/CSR.
  5. Sample Suggested Prototype Daily Schedule for a Typical CSR, including sales-related functions.
  6. Sample Tool Defining who the Client should contact in the Agency to Obtain the Best Service – for better Producer delegation
  7. Sample Carrier Benefits Comparison Spreadsheets – for Auto, Home & High-Value Homes (P/L Only)
  8. Sample Page outlining Target Classes & Criteria for each C/L class
  9. Several Value Charts for Proposal Displays – different ones for P/L & C/L
  10. Several Suggested Scripts to insure Success when making Referral Requests
  11. Top 8 Ways to Obtain an “A” Referral
  12. Sample Benefits of Doing Business with the Agency for multiple uses
  13. Suggested Sample Weekly Producer Schedule & Template for Producer Use
  14. Sample Success Stories to Guide you in Developing some of your Own for Proposals & other uses
  15. Sample Case Study
  16. Client Pulse Check Meeting Outline – for C/L
  17. Tool for Cultivating Lukewarm Prospects – for C/L
  18. Sample Disturbing Questions to use to Create Prospect Needs
  19. Other Needs Creation Tools
  20. Recording Tools & Methods to Use so you have Consistent Prospect Generation
  21. A “Weighing” Close Method to Help Finalize the Sale
  22. Various Value-Added Displays so both the Prospect & the Producer know what is “extra.”

$695.00

Add to Cart View Cart