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INSCO Sales Process Sales Goals, Identify Target Agents & Establish Contact Strategy Overcoming Sales Call / Contact Reluctance Contact for Appointment.

Published byFarida Atmadja Modified over 5 years ago

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Presentation on theme: "INSCO Sales Process Sales Goals, Identify Target Agents & Establish Contact Strategy Overcoming Sales Call / Contact Reluctance Contact for Appointment."— Presentation transcript:

1 INSCO Sales Process Sales Goals, Identify Target Agents & Establish Contact Strategy Overcoming Sales Call / Contact Reluctance Contact for Appointment / Visit Qualification of Prospect Proposal, Presentation, Close INSCO & Agency Deliver Exceptional Client Service; …Account Rounding, Referral Generation, Renewal Reviews, Coverage Upgrades, Up-Sell, Cross Sell… Rinse and Repeat!

2 INSCO Sales Process INSCO Sales & Profit Goals Establish Target Target
Contact Strategy INSCO Sales & Profit Goals Target Agents Target Research 27

3 INSCO Sales Process INSCO Sales & Profit Goals Target Agents Target
Research Establish Contact Strategy Establish Appointment / Contact Aims Execute Contact Strategy Continuously Outbound Contact Overcoming Sales Call Reluctance Make Telephone / Face-to-Face Visit 28

4 INSCO Sales Process INSCO Sales & Profit Goals Establish Contact
Strategy INSCO Sales & Profit Goals Target Agents Target Research Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Confirm Visit Objectives & Rehearse Are There Qualified New Business Opportunities? N Make Telephone / Face-to-Face Visit Y 28

5 INSCO Sales Process INSCO Sales & Profit Goals Yes to INSCO! Establish
Contact Strategy INSCO Sales & Profit Goals Target Agents Target Research Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Confirm Visit Objectives & Rehearse Are There Qualified New Business Opportunities? N Make Telephone / Face-to-Face Visit Y INSCO Follow - up INSCO Follow - up INSCO Follow - up Applications to INSCO Prospect Makes Decision Agent Presentation to Prospect Proposal Delivered To Agent Measure YTD Applications & Monitor Agency Trends Measure YTD Premium & Monitor Agent Trends Yes to INSCO! Course Correction Course Correction 28

6 INSCO Sales Process INSCO Sales & Profit Goals NO to INSCO! Establish
Contact Strategy INSCO Sales & Profit Goals Target Agents Target Research Establish Appointment / Contact Aims Execute Contact Strategy Continuously Overcoming Sales Call Reluctance Outbound Contact Confirm Visit Objectives & Rehearse Are There Qualified New Business Opportunities? N Make Telephone / Face-to-Face Visit Y INSCO Follow - up INSCO Follow - up INSCO Follow - up Applications to INSCO Prospect Makes Decision Agent Presentation to Prospect Proposal Delivered To Agent Measure YTD Applications & Monitor Agent Trends NO to INSCO! Course Correction 28

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