Backed by Data, Fueled by Insights: How to Build an Informed Sales Process

Overview

An ad-hoc approach to selling insurance just doesn’t cut it anymore. Increasing competition calls for a systematic sales process that leads to more business. But even a highly organized sales process isn’t enough. Top-performing agencies are using data and insights to build informed sales processes that allow them to cross-sell more products, win more new business, and maximize carrier commissions.

In this eBook we’ll discuss:

  • The importance of an informed sales process
  • Why management system reporting isn’t enough
  • How to use data to obtain insights that drive real results
  • The four areas required for building an informed sales process

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