Category: Manage Team
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5 Things To Track In Your Insurance Agency Today
Tracking is so important to having a successful business of any kind. If you don’t know the numbers, it’s going to be pretty hard to improve them isn’t it? When you are working on sales, and someone else is answering the phone, and another person is making sales, and someone else is updating the books,…
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Telemarketing Tips To Sell Insurance
Yesterday we talked about creating an in-house telemarketing campaign in order to drive new quotes (without paying a fortune for leads). Today, I wanted to give you a few tips for when your staff start telemarketing. You will inevitably run into pushback if they haven’t telemarketed before and I don’t want that to keep you…
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Track Your Insurance Staff’s Daily Sales Activity
A blog reader asked me recently about creating a daily sales activity report where a manager could check an employee’s progress on a regular basis. So today, I’m going to give a few ideas on how you could create one for your agency. One thing I’ve noticed is that even with all the technology we…