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Agency Growth 2.0

Agency Growth Leadership Set Up Guide

Welcome for Team Leaders (1:29)
Download Your Resources (2:09)
What is Agency Growth? (6:47)
Telling Your Team (6:28)
Who Should Be In the Program (3:08)
Sales Agent/Producer Job Description (8:27)
Agency Incentive Plans (10:15)
Setting Sales Goals (6:39)
Handling Someone Not Hitting Goals (3:34)
Sales Question Sheet & Quote Sheet (27:27)
Setting Up Your Tracking/ Management System (4:15)
Filling Your Team’s Pipeline (7:33)
Ideal Customer (3:55)
Agency Standards (6:08)
New Business Audit (3:20)
Sales Process (9:00)
Best Way to Use This Course For (School Only Agencies- SKIP IF YOU ARE WORKING WITH A PERFORMANCE PARTNER) (1:45)

Agency Growth Phase 1 - Course Overview

Welcome (0:45)
A Few Notes From Our Attorney
About the Instructor (2:00)
What You Will Learn In This Course (3:02)
Download Your Resources (0:52)

Agency Growth - Approach & Philosophies

Growth Stats - Secret Shopper Results (27:06)
How to Be a Sales Educator (Not A Sleazy Sales Person) (5:38)
Ideal Customer (3:08)
Importance of Agency Standards (7:32)
Building Your Agency Value Proposition (5:53)
Identifying Your Personal Pitch (7:44)
Sales Goals & Incentives - Sales per Day 1 (11:42)
Tracking & Audits (10:07)
14 Growth Philosophies (10:47)

Agency Growth Phase 1 - Steps to A Ridiculously Amazing Sales Process

Overview of the 5 Step Sales Process (12:21)
Lesson 1: Building Rapport (48:25)
Lesson 2: Finding Pain Points (22:33)
Lesson 3: Qualifying Your Opportunity (33:41)
Lesson 4: Gathering Quote Information & Setting Expectations (44:39)
Lesson 5: Quoting Plan (Prioritize Quotes, 4 & Score, Carrier Selection, 2 Options, Proposal Rep) (38:30)

Agency Growth Enhancing Your Sales Process Strategies

Growth False Beliefs (7:00)
Why People Don’t Buy From You? (7:43)
Filling Your Pipeline 2 (5:52)
How to Prioritize Sales (8:20)

Agency Growth Phase 2 - Enhancing Your Sales Process

Lesson 6: Presenting The Quote & Asking For the Bind (37:24)
Lesson 7: Embracing & Overcoming Objections Part 1 (22:29)
Lesson 8: Embracing & Overcoming Objections Part 2 (29:36)
Lesson 9: Follow Up, Breakup & Recycle (22:16)
Lesson 10: Referrals, Rounds & Service Efficiency (30:20)

AppX Sales Management System Set Up Guides

Hawksoft Set Up & Use Course (32:04)
AMS 360 Set Up & Use Course
Epic System Set Up & Use Course (25:54)
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Bonus Content

Video Quotes (8:50)
Virtual Meeting Quote Presentations (9:05)
Plans To Fill The Pipeline - Lost Customers, Unsold Quotes, Monoline, Centers of Influence, I love you calls, Certificates (20:12)
Diving Into Quoting Over the Phone (10:05)
Selling In a Hard Market (19:02)
Onboarding Process (5:06)
Routing Leads (5:57)

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