Personal Lines Growth Alliance
The personal lines property-casualty market segment generates
a total of $230 billion in annual premiums.Are you getting your fair share of Personal Lines growth and profits?
Develop an Agency Sales Culture
Everyone has a role in growing sales
Building a Sales Culture is a full day course for insurance agency owners and/or managers developing an organization where everyone is customer-focused and part of the sales process.
CPIA Designation Program
Certified Professional Insurance Agent (CPIA) Series
A series of three one-day workshops for Insurance Success leading to your Certified Professional Insurance Agent (CPIA) professional designation. Additionally, each session earns 7 CE credits.
Sales & Service Workshop
Sales & Service are Synonymous
This workshop builds on the strengths of your staff and your agency as a whole to write more, keep more and make more.
Welcome to
SalesForce Advantage
The advantage is simple:
a fresh, experienced perspective to help you improve operations and sales by developing relationships.
No matter what your business, your job is to develop and maintain a professional and trusted relationship with your clients.
Solid relationships are the keys to solid growth.
With years of experience in the insurance industry, we have developed an effective two-tiered approach for insurance agencies and agents:
1] Agency Development
Structure and focus the organization to effectively sell and service to reach your business goals.
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2] Personal Development
Strengthen your team both personally and professionally to be better able to meet those objectives.
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