By far, the biggest challenge we see day in and day out for employee benefits insurance agencies – even some of the most successful – is a shortage of viable prospects in the pipeline.
The good news is that you can take control of this challenge and make it a more strategic, and therefore, predictable process for producers and, in turn, for your agency budget.
What you need:
- An organizational culture where everyone is focused on the success of the prospect & the client.
- Producers purposefully spending time on sales-focused activities – telling your unique story, holding scheduled meetings, and actively moving prospects through your sales process.
Want to learn how to do this?