Shawn Finder

GM of Sales

Data-Driven Sales Onboarding: Equipping Sales Teams for Success

Imagine your new sales reps hitting the ground running, armed with the knowledge and skills to close deals from day one.  Data-driven onboarding makes this possible. Instead of relying on lagging indicators like “time-to-productivity,” you could actually have a clear view of each rep’s progress, just like a report card for your sales team.  This …

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How to Build a Compliant Insurance Sales Process

The insurance industry is heavily regulated, and for good reason. Consumers rely on insurance agents to provide accurate information and recommendations about products that protect their homes, health, and financial well-being. So having a compliant insurance sales process is important not just to avoid legal issues, but also because without it building trust with clients …

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Multi-Channel Insurance Sales Outreach: Increasing Deliverability Across Platforms

The insurance industry is constantly evolving, with communication channels and regulations undergoing rapid transformations even as we speak.  Adding to this complexity, customers increasingly expect seamless service and communication regardless of whether they’re scrolling through social media, talking on the phone with an insurance sales agent, or checking email on the go.  For insurance agents, …

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Mastering Sales Leadership and Team Management: Insights from Industry Experts

In sales, effective leadership and team management are factors that can mean the difference between a high-performing, motivated sales force, and a disengaged, underachieving team.  We recently had the opportunity to sit down with four industry experts who shared their invaluable insights – Marcus Chan, of Venli Consulting Group, Zach Miller, CRO at VanillaSoft, Matt …

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Scaling Sales Teams Efficiently: The Role of Automation in Sales Onboarding

Company growth is exciting as it’s a sign that your hard work is paying off and that things are clicking.  But to truly capitalize on potential opportunities and keep that momentum going, you also need to start scaling your sales team and processes. If this is something you’re not familiar with, however, the process can …

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Insurance Sales Automation Ideas for Open Enrollment

Open enrollment season presents a wealth of opportunities for insurance professionals. To make the most of this period, however, requires more than just enthusiasm and skills. You need preparation, strategy, and the right tools.  In this article, we’ll explore some innovative insurance sales automation ideas to help you maximize your opportunities during this critical window. …

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Adapting to New Email Deliverability Rules: What Sales Teams Need to Know

In October 2023, two major email service providers (ESPs), Gmail and Yahoo, caused quite a stir in the martech industry when they announced that new email deliverability rules would come into effect on February 1, 2024. These new regulations affect bulk senders, identified by Google as those who send more than 5,000 Gmail messages per …

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Is Cold Calling Illegal? Understanding Laws and Regulations

Cold calling remains a key strategy for many insurance agents. It offers a direct line to potential clients, and an opportunity to build relationships.  However, navigating the legal landscape of cold calling can be complex, with a patchwork of federal and state regulations that must be adhered to. The question “Is cold calling illegal?” is …

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