Are you clear on successfully managing insurance producers? Listen or watch the 5 Strategies for Insurance Producer Management.
It can be a difficult target. Many insurance producers spend more time selling you on their pipeline than actually selling insurance. With big investments on the line managing insurance producers helps your agency manage growth.
All too often in an insurance agency a producer is hired (and good ones are hard to find!). We don’t always provide the best training or tools because everyone is working their tails off to help finance the new producer. However either way insurance producers do need to be managed and lead. With out coaching many sales agents find insurance sales a struggle.
We will help walk you through the 5 APP Strategies to help manage your insurance sales team:
1) Set Clear Goals and Expectations
2) Provide Regular Coaching & Training Opportunities
3) Foster a Positive Team Culture
4) Use Technology to Capture Data
5) Focus on the Customer Experience
Don’t fall into the trap of hiring a producer and not tending to them. Producers can add amazing value and let’s face it they don’t always love to be managed. However, like any good coach you need set it up for what is best not easiest or most liked.
- 00:00:00 Introduction
- 00:00:08 Setting Goals and Expectations
- 00:00:55 Monitoring Progress
- 00:01:32 Providing Coaching and Training
- 00:09:29 Using Technology
- 00:10:18 Building a Sales Pipeline
- 00:11:11 Customer Experience
- 00:12:28 Listening and Explaining
- 00:12:57 Responsiveness and Expectations
- 00:13:33 Tailoring the Approach
- 00:14:15 Follow-up
- 00:15:30 Additional Assistance
Resources for Successfully Managing Insurance Producers
- Read our blog on how to overcome the top 6 insurance sales objections
- Get your sales team in order with our FREE Producer Weekly Plan
- Get 20% off our Winning Back Unsold Quote Process Pack to help guide your team through a proven process: USE CODE: SALES
We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way….just like a BFF.
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