Our signature training course entitled, “Fundamentals of Cross-Selling,” teaches workshop participants “Don’t Leave Money on the Table.” Our workshop is customized to reflect your agency or company sales goals. Do you need to focus on life insurance sales? Homeowners? Let us know. Our workshop content will reflect your needs.
Don't Leave Money on the Table
Participants learn:
- How to naturally pivot to other product lines with confidence.
- How important time management is to the cross-selling process.
- How to take ownership of their actions and behaviors and incorporate the vision of the insurance agency and insurance company culture.
Who Should Attend?
Sales Management teams have secured our services for new insurance agency owners with 1-5 years experience. Because teamwork is emphasized, our partners report it to be extremely beneficial to offer the sales training workshop to all staff who interact with the policyholder.
Participants are engaged as they are presented with unscripted real agency scenarios that require their involvement to solve the cross-sell challenge by interactive role play. This interaction increases the support staff’s confidence and desire to own the new actions and behaviors soar.
