Agency Growth Leadership Set Up Guide
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Welcome for Team Leaders (1:29)
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Download Your Resources (2:09)
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What is Agency Growth? (6:47)
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Telling Your Team (6:28)
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Who Should Be In the Program (3:08)
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Sales Agent/Producer Job Description (8:27)
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Agency Incentive Plans (10:15)
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Setting Sales Goals (6:39)
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Handling Someone Not Hitting Goals (3:34)
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Sales Question Sheet & Quote Sheet (27:27)
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Setting Up Your Tracking/ Management System (4:15)
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Filling Your Team’s Pipeline (7:33)
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Ideal Customer (3:55)
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Agency Standards (6:08)
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New Business Audit (3:20)
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Sales Process (9:00)
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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
Agency Growth - Approach & Philosophies
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Growth Stats - Secret Shopper Results (22:10)
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How to Be a Sales Educator (Not A Sleazy Sales Person) (5:38)
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Ideal Customer (3:08)
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Importance of Agency Standards (7:32)
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Building Your Agency Value Proposition (5:53)
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Identifying Your Personal Pitch (7:44)
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Sales Goals & Incentives - Sales per Day 1 (11:42)
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Tracking & Audits (10:07)
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14 Growth Philosophies (10:47)
Agency Growth Phase 1 - Steps to A Ridiculously Amazing Sales Process
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Overview of the 5 Step Sales Process (12:21)
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Lesson 1: Building Rapport (48:25)
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Lesson 2: Finding Pain Points (22:33)
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Lesson 3: Qualifying Your Opportunity (33:41)
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Lesson 4: Gathering Quote Information & Setting Expectations (44:39)
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Lesson 5: Quoting Plan (Prioritize Quotes, 4 & Score, Carrier Selection, 2 Options, Proposal Rep) (38:30)
Agency Growth Enhancing Your Sales Process Strategies
Agency Growth Phase 2 - Enhancing Your Sales Process
AppX Sales Management System Set Up Guides
Bonus Content
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Video Quotes (8:50)
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Virtual Meeting Quote Presentations (9:05)
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Plans To Fill The Pipeline - Lost Customers, Unsold Quotes, Monoline, Centers of Influence, I love you calls, Certificates (20:12)
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Diving Into Quoting Over the Phone (10:05)
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Selling In a Hard Market (19:02)
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Onboarding Process (5:06)
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Routing Leads (5:57)
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