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AppX Sales Commercial
Welcome to AppX Sales - Commerical
Welcome- Getting Started (2:15)
A Few Notes from Our Attorney
About Your Instructors (5:32)
3 Options to Take This Course (2:10)
What You Will Learn & Common FAQ's (5:55)
Getting Organized (7:00)
How to Use This Course - TEAM LEADERS ONLY/Students Skip Down to Student Section
Downloadable Resources - Leadership Guide & More
What Are We Tracking? (4:12)
Commercial Concepts Introducing Phase 1 & 2 to Leadership (13:01)
Commercial Producers - What to Watch For (3:38)
Outside Producers and How to Manage Them (6:59)
New Producer Onboarding Plan: The First 90 Days (6:59)
What's Next? (5:26)
Commercial Sales Overview - STUDENTS ONLY
Welcome - Getting Started (1:43)
What You Will Learn (1:19)
About Your Instructors (5:32)
Downloadable Resources - Your Student Workook
What We Will Track (4:12)
How to be a Great Student (2:11)
Commercial Insurance Production Approach
Commercial Insurance Mindset (3:18)
How to Set Sales Goals (1:54)
Commercial Insurance Sales Statistics (3:17)
Phase 1: Building Your Pipeline
Getting Started (1:33)
Prospecting (38:16)
Prospecting Activity & Homework (2:35)
Take The Quiz! Must Be Taken for Lesson Credit
Phase 1: Cold Calling
Cold Calling (12:35)
Cold Calling Activity & Homework (2:29)
Take The Quiz! Must Be Taken for Lesson Credit
Phase 1: Sphere of Influence - Networking
Networking (11:06)
Networking Activity & Homework (1:22)
Take The Quiz! Must Be Taken for Lesson Credit
Phase 1: Sphere of Influence - Social Media
Social Media (14:31)
Social Media Activity & Homework (1:41)
Take The Quiz! Must Be Taken for Lesson Credit
Phase 1: Getting the Appointment
Getting the Appointment (7:15)
Getting the Appointment Activity & Homework (2:47)
Take The Quiz! Must Be Taken for Lesson Credit
Phase 2: Sales Process & The Prospect Experience
Getting Started (4:07)
Working with the Underwriters (9:43)
Working with the Underwriters Activity & Homework (3:04)
Take The Quiz! Must Be Taken for Lesson Credit
Phase 2: Qualifying the Prospect
Qualifying the Prospect (6:23)
Qualifying Activity & Homework (1:35)
Take The Quiz! Must Be Taken for Lesson Credit
Phase 2: The Presentation & Handling Objections
The Presentation & Handling Objections (10:27)
Presentation & Objections Activity & Homework (1:27)
Take The Quiz! Must Be Taken for Lesson Credit
Phase 2: The Close
The Close (11:15)
The Close Activity & Homework (2:27)
Take The Quiz! Must Be Taken for Lesson Credit
Phase 2: The Client Experience
The Client Experience (13:29)
The Client Experience Activity & Homework (2:02)
Take The Quiz! Must Be Taken for Lesson Credit
Commercial Sales Conclusion
Conclusion (4:04)
Bonus Sections
Managing Carrier Relationships (4:04)
The Golden Hour (7:44)
Time Management for Commercial Producers (7:07)
Teach online with
Networking Activity & Homework
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