Serious Sales Strategies

Serious Sales Strategies Series

There has never been a better time or perhaps a more critical time, to develop a growth strategy for your agency. You either keep doing things as you always have – and get the same results, or you can take advantage of the opportunities of profitable growth starting with the talent and experience of your staff coupled with your existing book of business to strengthen and grow your agency.

The Serious Sales Strategies Series has been developed for independent agencies that are looking for ways to implement changes that will lead to profitable growth.

The workshop format, with open discussions and take-a-way resources, allow agents to more effectively identify ideas and implement initiatives that will enable them to reach their sales goals and management objectives. The Series is designed to include any and all agency staff since everyone will be involved in the development of the plan and its implementation.

The order of the workshops is not as critical as is the interaction of the different modules. Each module will stand on its own in terms of specific goals and initiatives, as well as interact with other modules to provide a complete agency focus. Each helps build the ultimate agency organization that leads to profitable growth and reduced expenses as a result of team development and focus.

By having a nationally recognized, locally based, consultant developing and facilitating the workshops and making regular follow up ‘accountability calls’, you increase your chances of developing your plan and sticking to it! Additional workshops and/or one-on-one assistance are available.

Serious Sales Strategies

Objectives:

  • Understand where we are (as an industry – as an agency)
  • Identify the challenges and opportunities for profitable growth
  • Start the process for developing and implementing an agency wide sales plan

Agenda

  • Today’s marketplace
  • Your agency today
  • Your agency tomorrow
  • ‘TAP’ in to profitable growth

Take-a-ways

  • TAP program
    • References/resources
    • Action Plan (started) to implement

Identify A Sales Person

Objectives:

  • To hire the right ‘sales’ person in the first place
  • To identify and develop ‘sales’ people within the agency-

Agenda

  • What is a ‘sales person’
  • What type of ‘sales person’ are you?
  • Understand Personality styles
  • Other testing
  • How do they fit?

Take-a-ways

  • Personality Profile
    • References/resources
    • Profile testing for entire agency
  • Testing resources
    • Omnia
    • Caliper

Manage Sales Teams

Objectives:

  • Identify sales teams
  • Develop agency standards

Agenda

  • Identify Team Members
    • Job description
    • Expectations
    • Incentives
  • Establish Team
    • Focus
    • Goals
  • Develop regular results review
    • goals/expectations vs. results

Take-a-ways

  • Human Resource Management form samples
    • Job Descriptions
    • Performance review

Develop Sales People

Objectives:

  • Get everyone up to speed and consistent asap

Agenda

  • Spin Selling
  • Sale preparation
  • Sales presentation
  • Account development
  • Networking / referrals

Take-a-ways

  • Sales techniques / scripts
  • Risk management resources
  • Account development program

Build a Sales Culture

Objectives:

  • ‘Everyone is part of the sales team’

Agenda

  • Develop ‘agency standards’
  • Standard workflow / procedures
  • Effective communications

Take-a-ways

  • Agency Standards
    • References/resources
    • Form templates/samples
  • Staff meeting templates