For Team Members

20 of the most common objections and the exact words and phrases to overcome each one.

27 WORDS THAT MATTER IN INSURANCE SALES

For Team Members

Power words to substitute or use in your every day conversations when making the sale.

AGENCY PROMOTION GUIDELINES TEMPLATE

For Agency Owners

Set clear, simple expectations and motivate your Team Members to earn their promotions.

TEAM MEMBER REVIEW WORKSHEET

Assess your new hire on the most important, measurable skills needed for success at your Agency.

GUIDE TO CREATING YOUR VALUE STATEMENT

For Agency Owners

Develop a 30-second 'elevator pitch' that clearly encompasses the vision you have for your Agency.

TEAM MEMBER BUSINESS PLAN

For Team Members

Your team is your biggest asset. Get them involved in your business planning and preparing for the upcoming year.

For Agency Owners

HOT CONTACTS LIST BUILDING 

For Team Members

Easily create a list of over 135 quality candidates to fill your prospecting pipeline and quickly reach Agency goals.

NEW CUSTOMER SATISFACTION SURVEY

For Agency Owners

AGENCY STAFFING  FLOWCHART

Eliminate confusion over positions and responsibilities within your Agency.

SECRET SHOPPER WORKSHEET

For Team Members

A powerful exercise to discover where your competition has set the bar so you can create a more unique environment and earn more business.

For Agency Owners