Commercial Lines Bundle

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Are you looking for an effective way to vastly improve the sales success for your CSRs & Producers in your Agency?  This C/L 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, you will have access to both the C/L CSR Sales Training & the C/L Producer Sales Training.  These 2 interactive courses will take your Commercial Lines salespeople through 14 separate essential Links during the training process.  This is a proven method, working for C/L staff & producers 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 at all levels find this relationship-based sales approach

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 the C/L Producer, the training starts with a module outlining the Producer Role and ends with Alternate Means of Prospecting.  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
  • 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 the C/L CSR, the training, starts with a module for creating sales time 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
  • Understanding the best ways for obtaining referrals
  • How to use better ways to get an introduction
  • Using Qualifying Questions to evaluate prospects
  • The Right Way to Reject a Prospect
  • Using Disturbing Questions to establish credibility & separate yourself from the competition
  • Additional Methods to Use to Enhance your Prospecting (beyond referrals)
  • How to use your time more effectively.
  • How to prevent price from being the “only” thing, and lots more.

Included in the 2 courses are over 50 documents & spreadsheets in each one that will help sustain the new (or improve the experienced) salesperson with the tools, scripts and samples they will need to be successful.  A few key documents, included in this Sales Training Course that we would highlight are:

  1. Qualifying Questions to Evaluate a Prospect
  2. The Elements/Outline for holding a successful (qualifying) Initial Visit
  3. What an “A” Proposal should look like – what are the components?
  4. Identification of what the Producer Role should be – how much time for service/how much for prospecting
  5. 12 Essential Time Management Keys & Tips that can help Save up to 2 Hrs./Day/CSR.
  6. Sample Suggested Prototype Daily Schedule for a Typical CSR, including sales-related functions.
  7. Suggested Sample Weekly Producer Schedule & Template for Producer Use
  8. Sample Tool Defining who the Client should contact in the Agency to Obtain the Best Service
  9. Sample Page outlining Target Classes & Criteria for each class
  10. Several Value Charts for Proposal Displays
  11. Several Suggested Scripts to insure Success when making Referral Requests
  12. Top 8 Ways to Obtain an “A” Referral
  13. Sample Benefits of Doing Business with the Agency for multiple uses
  14. Suggested Quick Prospect Definition Profile
  15. Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions
  16. Sample Success Stories to Guide you in Developing some of your Own for Proposals & other uses
  17. Sample Case Study
  18. Client Pulse Check Meeting Outline
  19. Sample Disturbing Questions to use to Create Prospect Needs
  20. Other Needs Creation Tools
  21. Recording Tools & Methods to Use so you have Consistent Prospect Generation
  22. Various Value-Added Displays so both the Prospect & Salesperson know what is “extra.”

$395.00

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