An award-winning sales process that will increase your revenue
Say goodbye to disappearing prospects and frustrated sales producers, and say hello to revenue with our battle-tested insurance sales playbook – what we call “SalesOps” – which is broken down into six key phases.
Identify your Ideal Client
When you have a clear, well-defined client in mind, it becomes much easier to focus your marketing (and your sales efforts) more effectively.
Why does anyone make a purchase? To remove pain. Learn how to go beyond the surface to solve the pain puzzle of your ideal-fit prospects.
In this pre-close stage, you demonstrate understanding and empathy, validate your abilities to get results, ask for business, and confirm buy-in.
Permission to Move Forward
Never assume you have permission to move forward, always ask. This includes stating what’s needed and setting a presentation date.
The most powerful and effective sales presentations are actual presentations that focus on pain points – not boiler-plate carrier quote proposals.
To bring a sale home, ask questions, address pain points, confirm their understanding of what’s offered, and proactively solicit questions.
How the SalesOps program works
Your SalesOps program will be to deeply customized to your insurance agency’s unique sales goals and challenges. A typical SalesOps program begins with a 60-day bootcamp phase, which is then followed by Producer Accountability through the first year.
Sales Bootcamp (first 60 days)
First, we get to know your sales team through personality assessments, while we also collaboratively set new KPIs and standards. We also focus on pipeline development, as well as coaching and training your team on our award-winning SalesOps process.
Accountability (months 3-12)
This phase includes bimonthly sales mastermind sessions, biweekly accountability meetings, and monthly agency principal reporting on KPIs and RESULTS!! We’ll participate in the recruitment process, as needed.
We’ll stick around for as long as you need us, however, you need us – whether that’s as an ongoing accountability partner or an outsourced VP of sales.
SalesOps program results and outcomes
Through the SalesOps program, you'll increase your visibility into your pipeline, build confidence within your sales team, and turn your sales meetings from an endless parade of confusing spreadsheets to actual accountability.
On top of that, you’ll learn how to forecast your revenue more effectively and increase your close rates. For example, most commercial insurance agency sales producers who successfully go through our SalesOps program will produce $75,000 per year in revenue, minimum.
Insurance SalesOps pricing
Our SalesOps engagements typically start at $5,000 for the first 60 days, with custom monthly pricing to follow, based on the type of accountability required to help you meet your goals, on your terms. The factors that will have the greatest impact on your pricing are the size of your sales team, the complexity and depth of hands-on support you need, and how fast you want to see results.
Turn on your agency sales engine
We’re ready to arm you with the sales coaching, training, and accountability you need to achieve the results you deserve. By filling out the form below, you will guarantee our first conversation is as actionable and valuable as possible, so we can shorten the time it takes for you to see results, if we both agree we’re the right fit for you.