Course Curriculum
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Agency Growth Leadership Set Up Guide
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- 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
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Agency Growth - Approach & Philosophies
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- 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
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- 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
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Agency Growth Phase 2 - Enhancing Your Sales Process
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AppX Sales Management System Set Up Guides
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Bonus Content
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- 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)