The fundraising process extends well beyond when a donor makes a gift to your organization. The main goal of your fundraising effort is to build a loyal donor base and secure a consistent flow of donations. That’s why donor stewardship should be viewed as just as important in your fundraising cycle as the phases leading …
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 …
How to Build a Compliant Insurance Sales Process Read More »
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, …
Multi-Channel Insurance Sales Outreach: Increasing Deliverability Across Platforms Read More »
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 …
Mastering Sales Leadership and Team Management: Insights from Industry Experts Read More »
Learn how to sell insurance during open enrollment and discover tips and tricks for hitting your targets and outperforming your competitors.
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 …
Scaling Sales Teams Efficiently: The Role of Automation in Sales Onboarding Read More »
Hiring sales reps for your team is a complex endeavor. However, once you select an experienced and skilled professional with an impressive track record of closed deals and accomplishments, can you expect them to start hitting their quota right away? The truth is that even the most seasoned sales professionals require time to adjust to …
Sales Ramp-Up: A Guide to Speeding Up Productivity Read More »
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. …
Insurance Sales Automation Ideas for Open Enrollment Read More »
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 …
Is Cold Calling Illegal? Understanding Laws and Regulations Read More »
While modern communication technologies offer various channels to connect with potential clients, the unique value of phone calls in the insurance sector remains undeniable. The ability to establish a personal rapport through voice, and to engage in real-time conversations, is invaluable in building trust and addressing client concerns. However, the growing prevalence of spam calls …
Call Deliverability: How to Make Sure Your Message Gets Through Read More »
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