Shawn Finder

GM of Sales

How to Optimize the Insurance Agent Onboarding Process

Inside Sales / By

The insurance industry faces an alarming challenge: nearly 90% of insurance agents leave their carriers to pursue opportunities elsewhere, with failure rates for new producers estimated at 70-80%.  An effective onboarding process is no longer optional but essential for agency success and growth.  This article outlines a comprehensive approach to optimizing your insurance agent onboarding …

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Mastering Omnichannel Insurance Lead Generation Strategies

Inside Sales / By

Generating high-quality leads is no longer about choosing one marketing channel and hoping for the best. As the digital ecosystem continues to evolve, insurance companies must adapt by implementing comprehensive omnichannel lead generation strategies that meet potential customers wherever they are.  With customer expectations constantly shifting and technology advancing rapidly, insurance sales managers and administrators …

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How to Prioritize Sales Leads in Real Time

Inside Sales / By

The ability to effectively prioritize leads can be the difference between hitting your targets and watching opportunities slip away. With an overwhelming influx of potential customers coming through various channels, sales professionals need systematic approaches to determine which prospects deserve immediate attention and which can wait. This guide explores practical, proven strategies for real-time lead …

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The Importance of Speed-to-Lead in the Insurance Industry

Inside Sales / By

When a new lead notification appears, indicating a prospective client’s interest via web form submission, the operational decision is immediate: initiate contact or defer? While seemingly a minor procedural choice, a delayed response by your agent can significantly impact lead conversion, potentially redirecting valuable business to competitors. Even a brief delay of 5-10 minutes can …

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How to Prevent Your Emails from Going to Spam

Email Marketing / By

If your carefully crafted sales emails start consisntently ending up in your recipients’ spam folders, it’s a clear sign that action is needed to safeguard the effectiveness of your outreach efforts.  Modern spam filters, designed to protect inboxes from unwanted messages, have become increasingly sophisticated. Unfortunately, this means even legitimate emails can be mistakenly flagged …

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Step Up Your Outbound Dialing Strategy: Tips to Make Better Outbound Calls

Inside Sales / By

The effectiveness of your outbound dialing strategy can make or break your sales targets. If we bear in mind that 57% of C-suite executives report making purchase decisions based on direct conversations with sales representatives, it’s clear that your outbound dialing strategy is a revenue-defining competitive advantage.  While digital channels multiply, voice conversations remain the …

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How to Boost Your Cold Email Response Rate

Email Marketing / By

In the professional sales environment, cold outreach presents a significant challenge for organizations.  Similar to initiating an unexpected conversation with an unfamiliar individual, cold email outreach requires skill and strategy to execute effectively. For sales professionals new to the field, initiating first contact with prospects can be particularly daunting. Yet perhaps more challenging than the …

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The Importance of Timing for Sending Your Emails

Email Marketing / By

While email marketing may seem like a dated approach in the current digital landscape, cold email outreach has the potential to yield remarkable success stories and deliver an unparalleled return on investment (ROI).  However, it is crucial to recognize that achieving such results requires careful consideration of data and metrics, rather than simply relying on …

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Data Hygiene Best Practices: How to Keep Your List Clean

Inside Sales / By

Maintaining clean, accurate data is essential for effective business operations.  With 75% of revenue leaders lacking confidence in their CRM data and poor data quality leading to 12% revenue loss, the stakes are high.  This article outlines practical data hygiene strategies for sales teams to improve data quality, enhance decision-making, and drive better business outcomes. …

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