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Commercial Lines CSR

Commercial Lines CSR

The Links in the Sales Chain™ for the C/L CSR Self-Training Sales Package will take a CSR through 13 separate essential Links.  The training starts with a module for creating sales time and ends with how to be an advisor after the sale.  The components in between feature modules for:

  • How to use relationships to obtain new prospects
  • How to Target Market to increase your chances & get the Underwriter on your side
  • Understanding the best ways for obtaining referrals
  • How to use better ways to get an introduction
  • Using Qualifying Questions to evaluate prospects
  • The Right Way to Reject a Prospect
  • Using Disturbing Questions to establish credibility & separate yourself from the competition
  • Additional Methods to Use to Enhance your Prospecting (beyond referrals)

Included in the course are roughly 50 documents & spreadsheets that will help sustain the new salesperson (or improve an experienced one) with the tools, scripts and samples they will need to be successful.  A few key documents, included in this Sales Training Course that we would highlight are:

  1. Qualifying Questions to Evaluate a Prospect
  2. Sample Class Marketing Letter
  3. Several Value Charts for Proposal Displays
  4. Suggested Quick Prospect Definition Profile
  5. Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions
  6. Several Suggested Scripts – 1st Contact & for Letting a Prospect Go
  7. Script for doing the Small Talking that will lead to a Referral
  8. Top 8 Ways to Obtain an “A” Referral
  9. Several Suggested Scripts to insure Success when making Referral Requests
  10. Recording Tools & Methods to Use so you have Consistent Prospect Generation
  11. What an “A” Proposal should look like – what are the components?
  12. Several Value Charts for Proposal Displays
  13. Sample Disturbing Questions to use to Create Prospect Needs
  14. Other Needs Creation Tools
  15. Recording Tools & Methods to Use so you have Consistent Prospect Generation
$295.00  Add to Cart
States AvailableAL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, DC, WV, WI, WY



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