Personal 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 P/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 P/L CSR Sales Training & the P/L Producer Sales Training.  These 2 interactive courses will take your Commercial Lines salespeople through 13 separate essential Links during the training process.  This is a proven method, working for P/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 simple, complete, and practical allowing better focus…and much better results.

 

The annual subscription allows for an unlimited number of times the course can be taken, so there is tremendous value with your investment in this product. 

For the P/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
  • Knowing all the benefits your carriers offer & how to use them
  • Bringing more passion to the process
  • Understanding the best ways for obtaining referrals
  • How to pick your targets & qualify your prospects more effectively
  • How to establish credibility
  • How to use something other than “price” to make the sale
  • How to use your time more effectively and lots more.

For the P/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 obtain referrals
  • 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 each of the 2 courses are over 50 documents & spreadsheets 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. Worksheets for Identifying who the Salesperson already knows
  2. Qualifying Questions to Evaluate a Prospect
  3. What an “A” Proposal should look like – what are the components?
  4. Sample Carrier Benefits Comparison Spreadsheets – for Auto, Home & High-Value Homes
  5. Sample Tool Defining who the Client should contact in the Agency to Obtain the Best Service
  6. Several Value Charts for Proposal Displays
  7. Several Suggested Scripts to insure Success when making Referral Requests
  8. Scripts & Methods for Orchestrating the Process for Quick Turnaround
  9. Script for Doing the Small Talking that leads to a Referral
  10. 12 Essential Time Management Keys & Tips that have helped Other CSRs Save up to 2 Hours/Day
  11. The Top 8 Ways to Obtain an "A-Type” Prospect
  12. Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions
  13. Suggested Sample Weekly Producer, or CSR, Schedule & Template for Establishing a new one.
  14. Sample Success Stories to Guide you in Developing some of your Own for Proposals
  15. Recording Tools & Methods to Use so you have Consistent Prospect Generation
  16. A “Weighing” Close Method to Help Finalize the Sale
  17. Sample Auto & Home Update Questionnaires(“Family Insurance Updates”) to Consider using as Value-Addeds
  18. A Sample Convert Sheet – Used to Persuade Direct Writer Insureds to Change
  19. Various Value-Added Displays so both the Prospect & the Salesperson know what is “extra.”

$395.00

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 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.

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