sales operations

Articles tagged with sales operations


Activating Life Leads

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How is an unorganized pool of data in your files transformed into a systematic stream of active leads for Life production?
You want to avoid the pitfalls that many P/C agents have encountered -- pitfalls that have killed Life-sales operations. To build a successful, positive lead program, it's prudent to identify potential negatives.

Producer Compensation: A Common-Sense Approach

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PRODUCER COMPENSATION: A COMMON-SENSE APPROACH by Paige Proctor The basis for a good producer compensation system for today's independent agencies and brokerages rests on two very...

Selling Insurance Online

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Although the technology is in place to sell insurance via the Net, consumers aren’t giving up the one night a year when they sit in their living rooms and listen to their agent pontificate about the advantages of "Plan A" versus "Plan B."

This dynamic might be changing. Insurers have cleared a huge hurdle for online sales — the need for a customer signature — either by using credit cards to bind coverage until the policy can be issued or by legalizing electronic signatures. Despite this advance, a very low percentage of insurance transactions are being handled online.

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