Building a Powerful Sales Team with Effective Processes & Tools
As someone who advises on and sells life and health insurance and benefits, you know the value of having clearly defined and documented sales processes—ones that any agent could come in and pick up immediately. You also understand the importance of tracking leads and deals from start to close to better gauge the effectiveness of your marketing & sales initiatives, determine potential revenue, set benchmarks, and easily examine the productivity of your team.
However, many sales tools out there today aren’t geared towards your industry specifically and aren’t connected to other tools your agency utilizes. Thus, creating manageable and effective processes and finding the right technology for your team can be difficult.
In this guide, you’ll learn how to close more deals by choosing the right sales methodology and processes. You’ll also get a glimpse into AgencyBloc’s Sales Pipeline, a sales tool created specifically for life and health insurance agencies that’s connected to the already powerful industry-specific CRM, Commission Module, and automation and reporting tools.