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Insurance Company Sales Process

Insurance Company Sales Process. Goals, Agent / Broker Targets, Contact Strategy. Sales Call / Contact Reluctance. Agent / Broker Contact. Prospect Qualification. Proposal, Presentation, Close. Insurance Company Sales Process. Establish Contact Strategy. INSCO Sales & Profit Goals.

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Insurance Company Sales Process

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  1. Insurance Company Sales Process • Goals, Agent / Broker Targets, Contact Strategy • Sales Call / Contact Reluctance • Agent / Broker Contact • Prospect Qualification • Proposal, Presentation, Close

  2. Insurance Company Sales Process Establish Contact Strategy INSCO Sales & Profit Goals Target Agents / Brokers Target Research & Verify

  3. Insurance Company Sales Process INSCO Sales & Profit Goals Target Agents / Brokers Establish Contact Strategy Target Research & Verify Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Make Telephone / Face-to-face Appointment

  4. Insurance Company Sales Process Establish Contact Strategy INSCO Sales & Profit Goals Target Agents / Brokers Target Research & Verify Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Confirm Appointment Objectives & Rehearse N Are There Qualified New Business Opportunities? Make Telephone / Face-to-face Appointment Y

  5. Insurance Company Sales Process Establish Contact Strategy INSCO Sales & Profit Goals Target Agents / Brokers Target Research & Verify Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Confirm Appointment Objectives & Rehearse N Are There Qualified New Business Opportunities? Make Telephone / Face-to-face Appointment Y INSCO Follow - up INSCO Follow - up INSCO Follow - up Submissions to INSCO Prospect Makes Decision Agent Presentation to Prospect Proposal Delivered To Agent/Broker Measure YTD Submissions & Monitor Agent/Broker Trends Measure YTD Premium & Monitor Agent/Broker Trends Yes to INSCO! Course Correction Course Correction

  6. Insurance Company Sales Process Establish Contact Strategy INSCO Sales & Profit Goals Target Agents / Brokers Target Research & Verify Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Confirm Appointment Objectives & Rehearse N Are There Qualified New Business Opportunities? Make Telephone / Face-to-face Appointment Y INSCO Follow - up INSCO Follow - up INSCO Follow - up Submissions to INSCO Prospect Makes Decision Agent Presentation to Prospect Proposal Delivered To Agent/Broker Measure YTD Submissions & Monitor Agent/Broker Trends NO to INSCO! Course Correction

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