Implementing Process Management Boosts Your Success Rate by 70%*
Having solid businesses processes in place make your agency more efficient, more productive, and more successful. This includes sales processes.
Visualizing your sales processes through sales pipelines gives your agents a clear view of what they need to do. Pipelines are data-driven, proven processes that give you the tools to succeed and reach your goals.
Every health and life insurance agency has a sales process, whether they're laid out in pipelines or not. Use these free templates to document your processes, make improvements, and ensure consistency throughout your agency. There are example pipelines for Employee Benefits, Medicare, Life Insurance, Agent Recruitment, Renewals, and Ancillary Products/Cross-Sell Opportunities.