https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/676/The-Six-Step-Sales-Training-Program-For-The-CSR/
... in place, make sure that the right tools are available: Business cards, printouts of results, telemarketing software, risk-assessment software (if applicable), and perhaps a formal introduction to the community through a newsletter or newspaper ad. Most important, the Sales CSR needs some starting point, such as access to dead files of good lost accounts, or to computer reports listing such information as all Monoline Auto accounts, or all Commercial Accounts that have no Business Income or Employment Practices coverages. Step Six: Allocate Selling Time You can't expect a Sales CSR to achieve the same results as a full-time producer. When setting sales goals, consider quote time, expected number of quotes per week, expected number of closings per week, and the time needed to complete the paperwork for any new clients ... Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back The Six -Step Sales Training Program For The CSR 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Dana Falardeau This content has not been rated yet. Train your CSRs to sell — and watch your revenues grow! Who speaks to your customers more than anyone else in the office? The CSR. Who is probably more current on carrier products and coverages? The CSR. Who understands rating worksheets ...
https://completemarkets.com/Article/article-post/676/The-Six-Step-Sales-Training-Program-For-The-CSR/
...listing such information as all Monoline Auto accounts, or all Commercial Acc...
https://completemarkets.com/Article/article-post/2398/Use-Cross-Selling-To-Increase-Client-Retention/
... your agency will not accept any monoline clients. Period. Monoline clients eat up your time and are unp... Remain on top of your cross-selling program. Gone are the days when you could...
https://completemarkets.com/Article/article-post/1783/The-Seven-Deadly-Sins-Of-Insurance-Marketing/
...e same holds true of Joe Hagan's monoline cross-sell campaign. It generates a ...
https://completemarkets.com/Article/article-post/708/Retaining-Lifetime-Customers/
...mples may include customers with monoline policies. There are high administrat...ive to this group?
What loyalty programs can you institute with this grou...
https://completemarkets.com/Article/article-post/1012/EVALUATING-BANK-OPPORTUNITIES/
...nal sales opportunities in these monoline books. They can also land some signi...lts we've ever seen in a bank/agency program were: 4% of bank customer...