Hot off the presses, we just completed another 6 month Sales Experience for an agency in Massachusetts. While the agency would like to remain anonymous (we don’t want their competitors finding out their secrets) we couldn’t keep their results to ourselves. They were just too good, and the team put their heart and soul into executing new strategies.
Our mystery agency is in Massachusetts and has 6 people on their sales and service team. The agency was already a great success but they are looking to constantly improve and stay ahead of the curve. Many of them admitted they had never had any formal sales training and wanted to consistently hit the team bonus and goals. We launched our AppX Sales program in January with the following steps:
- Launch training day with workbooks, scripts and training guide
- Aligned their sales tracking to show closing ratios and build a list to follow up with
- Held bi-weekly sales meetings to review results and progress
- Each sales meeting had 1 more nugget to work on and work through (ie: life sales, quoting over the phone, multi-lining)
- Official graduation
The team experienced the following for results:
- Closing ratio increased from 30% to almost 50%
- 24% increase in written premium over the same 6 month period in 2016
The team also loved the process. Here are some comments and stats from them!
- “I like the verbiage provided along with sales tactics shown. Also when it was pointed out not to judge on clients behalf …still offer.”
- “This biggest benefit has been fast and efficient quoting to sell the deal.”
- “This program created an environment in the office where everyone was praising each other.”
- 100% of the team would not go back to their old way of handling new business
If you want to bring this program to your office check out our AppX Sales Program:
