Sales
I have the highest number of sales this week!
Who is Flor?
Rewriting the auto to add SmartRide because the client is looking for value and savings is an example of this.
What is retention?
What is a service?
Examples of this include, taking your business cards to a car dealership, talking to bank tellers and receptionists about how you can help them.
What is Marketing?
She coached gymnastics.
Who is Valerie Kondos?
She sold a truck this week with her insurance advisory hat on.
Who is Miranda?
Mr. Jones was adamant about leaving because he did not see value in the insurance he was paying for until I offered him this.
What is an OYSCR, review?
Sending a proof of insurance to a commercial client is this.
What is a COI?
While in a restaurant after you pay, before you leave you place your business card here.
What is the bill?
This is the award Valerie Kondos received.
I am a person who misses Insley Insurance and looks forward to hearing from us again.
What is a Winback?
This gives us the ability to quote multiple carriers at the same time.
What is EzLynx Rater?
When you are calling underwriting to check on specifics concerning a log cabin, you are doing this.
What is checking your guidelines?
This is creating a focused plan to reach out to clients in order to make things happen.
What are Outbounds?
He won 10 championships in 12 years.
Who is John Wooden?
Doing this helps determine your protection for mortgage, college education, final expenses, loss of income and other debt.
What is a Needs Analysis?
This application allows you to use SmartRide on any of your vehicles and goes by the driver.
What is the mobile app?
When I show my value to the clients by doing a great job in servicing them they trust us when we are recommending additional products.
Examples of this include presenting at a realtors breakfast, attending a Chamber of Commerce Meeting, to help build your Centers of Influence.
What is Networking?
I am assigned to work with Danielle in Dover Del One while Nick is away at conference on the 27th of January.
Who is Andrew?
While a masters degree in insurance may help, this is what is most important in meeting the needs for our clients.
What is heart/caring?
Clients love that the premium of this can pay for an hour of attorney costs.
What is a PUL?
Examples of this include going to a clients house to inspect their property while having them sign applications and also going to a clients house to install their SmartRide for them.
What is Exceptional Service and Going Beyond?
An example of this include adding additional products to the household account.
What is Rounding Out the Account? (Multiline)
What is a reflection?