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Worldwide Facilities, Inc.
CondoUnitPac Insurance
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Personal Lines Producer
The Links in the Sales Chain™ for the P/L Producer Self-Training Sales Package will take a Producer through 13 separate essential Links. The training starts with a module outlining what the Producer Role consists of 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
- Knowing all the benefits your carriers offer & how to use them
- Bringing more passion to the process
- Understanding the best ways for obtaining referrals
- How to pick your targets & qualify your prospects more effectively
- How to establish credibility
- How to use something other than “price” to make the sale
- How to use your time more effectively and lots more
Included in the course are roughly 60 documents & spreadsheets that will help sustain a new producer (or help an experienced one improve) 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:
- Worksheets for Identifying who the Producer already knows
- Qualifying Questions to Evaluate a Prospect
- What an “A” Proposal should look like – what are the components?
- Sample Carrier Benefits Comparison Spreadsheets – for Auto, Home & High-Value Homes
- Sample Tool Defining who the Client should contact in the Agency to Obtain the Best Service
- Several Value Charts for Proposal Displays
- Several Suggested Scripts to insure Success when making Referral Requests
- Scripts & Methods for Orchestrating the Process for Quick Turnaround
- The Top 8 Ways to Obtain an "A-Type” Prospect
- Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions
- Suggested Sample Weekly Producer Schedule & Template for Producer Use
- Sample Success Stories to Guide you in Developing some of your Own for Proposals
- Recording Tools & Methods to Use so you have Consistent Prospect Generation
- A “Weighing” Close Method to Help Finalize the Sale
- Sample Auto & Home Update Questionnaires(“Family Insurance Updates”) to Consider using as Value-Addeds
- A Sample Convert Sheet – Used to Persuade Direct Writer Insureds to Change
- Various Value-Added Displays so both the Prospect & the Producer know what is “extra”
$295.00 Add to Cart |
| States Available | AL, 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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