Personal Lines CSR

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The Links in the Sales Chain™ for the P/L CSR Self-Training Sales Package will take a CSR through 13 separate essential Links. 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

Included in the course are roughly 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. Action Questions that Stimulate a Lukewarm Prospect
  2. Qualifying Questions to Help you Evaluate a Prospect
  3. Script for Doing the Small Talking that leads to a Referral
  4. 12 Essential Time Management Keys & Tips that have helped Others Save up to 2 Hours/Day
  5. The Best Way to Put your Proposal Together for Maximum Effectiveness
  6. 10 Key Steps to always use on the Front-End that will result in Back-End Closings
  7. Several Value Charts for Proposal Displays
  8. Sample Carrier Benefits Displays for your Proposal
  9. Several Suggested Scripts to insure Success when making Referral Requests
  10. Sample Success Stories to Guide you in Developing some of your Own for Proposals
  11. Suggested Scripts – 1st Contact & for Letting a Prospect Go
  12. The Top 8 Ways to Obtain an "A-Type” Prospect
  13. Several Tools & Worksheets to Help you Get Started
  14. Recording Tools & Methods to Use so you have Consistent Prospect Generation
  15. Sample Suggested Prototype Daily Schedule for a Typical CSR, including sales-related functions
  16. Sample Contest Flyers to Use to get more 3rd Party Help
  17. A Sample Convert Sheet – Used to Persuade Direct Writer Insureds to Change
  18. Sample Schedule to Use to Maximize your Workday
  19. Several Suggested Scripts – 1st Contact & for Letting a Prospect Go

$295.00

.        Sample Suggested Prototype Daily Schedule for a Typical CSR, including sales-related functions.

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