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