As professionals, we must script every approach, every call, and every meaningful customer engagement. However, the “reasons” for the script are more powerful than the script itself. Leave the ad-libs for the amateurs!
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Stop everything and retool your database now. You can never say thank you enough to your customers. Your current customers have much more opportunity than what you are capitalizing on today. The more you know the more you can help your customers with additional products and services. It will make their lives easier for having one place to start...
Have a defined plan. Focus on return on investment, return on equity, and return on energy. Get the most out of each day by focusing everything you do to be in the moment. Avoid getting sidetracked and veering off from your flight plan unintentionally.
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Leading carriers regularly revisit these six questions and perform at least bi-annual check-ins of field structure effectiveness in the spirit of continuous improvement.
Insurers that answer “no” to two or more of these questions on agency compensation should consider pursuing a significant overhaul of agency compensation.
The most valuable currency in the Insurance and Financial Services Industry is information. Put your business in a position to win by leveraging the right information to Follow up, Follow up, Follow up.
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Small improvements every day turn into phenomenal improvements and growth. In this video clip Troy focuses on lead management strategy and execution.
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Time management leading practice:
Block time on important issues. Think, strategize, and execute. Everything we do should lead to ACTION.
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Leverage your greatest asset.... your current customers! Create and implement a sustainable referral program in your business.
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WALTHAM, Mass., Dec. 15, 2021 /PRNewswire/ -- Allego, the leading sales enablement platform provider, today announced...
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