by Glen Shelton | May 3, 2017 | Insurance Sales Training
Previously in our sales training blog series, we looked at selling Final Expense life insurance plans. In this post, we’ll explore the process of selling Medicare Supplements to seniors. There are two primary ways to sell Medicare Supplements, depending which prospect...
by Glen Shelton | Apr 23, 2017 | Agent's Review Corner
In last month’s Agents’ Review Corner post, we talked about the importance of having a customer relations management tool or CRM. The top reasons for having a CRM are to help you keep track of each lead’s contact and case info, and also to automate the process of...
by Glen Shelton | Apr 7, 2017 | Insurance Sales Training
We’ve been blogging a lot about leads – how to generate them, order them, door knock them, contact them and follow up with them to keep your sales pipeline full. Although a steady flow of insurance leads is critical, just having a bunch of leads isn’t the goal. Even...
by Glen Shelton | Mar 25, 2017 | Agent's Review Corner
Are you struggling to keep your contacts organized, or wondering which lead opportunities in your prospect database to prioritize? Maybe you already have customer relationship management (CRM) software, but perhaps it doesn’t have the full functionality you need...
by Glen Shelton | Mar 3, 2017 | Insurance Sales Training
In our last sales training blog, we said that contacting leads is the most critical piece of an insurance agent’s sales process. But that’s only the first step, because your goal isn’t to just contact a bunch of leads; your goal is to turn leads into clients. To do...
