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How to Prevent a Submarine from Sinking

No More Cold Calling

The program was a case study. We were asked to discuss the issues that concerned us from our different vantage points so that, in the end, the client in the case study would be particularly well-served and protected. We were trained to minimize and eliminate the threat without having to first think very hard about it.

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Driving Performance in Financial Services: The Allego Advantage

Allego

Empower Client-Facing Teams: Speed up training and streamline content delivery to reduce costs and make your teams more agile. Allego’s Impact Across Financial Sectors Allego offers targeted solutions for a range of financial services firms , including asset management, wealth management, banking, and insurance.

Insurance 118
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Insurance Agent Onboarding Software: Reduce Turnover & Ramp-Up Time

BrainShark

When discussing insurance agent onboarding, most people focus on improvements to the hiring process: automation for applications, background checks, and other tasks to get agents in the door. Capability #2: Deliver interactive trainings to in-house (captive) and independent agents in an easy to use platform.

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Sales Onboarding: 5 Foolproof Steps for Training New Sales Reps

Showpad

For instance, the objections expressed by customers in selling business insurance solutions will be significantly different from those encountered with electronic health records software. Your training content must clearly educate new reps as to the circumstances they’re likely to encounter in your corner of the sales universe.

Hiring 52
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New Research Shows Coaching Will Play a Huge Role in Pandemic Recovery

Allego

The first step is understanding what makes a good coach and ensuring that remote coaches have the tools and training they need to be effective. Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA), an Allego customer, is one example of the successful use of video for onboarding.

Research 116
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3 Ways to Achieve a Winning Sales Attitude

Hubspot Sales

Dr. Martin Seligman’s work with insurance company Metropolitan Life is one of the more famous case studies. Met Life was spending $30,000 on sales training per salesperson, but 80% of their reps had left within four years. Salespeople who scored high in optimism sold 33% more insurance than those who scored lower.

Hiring 105
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Allego Customer Trailblazers Recognized at S3 Virtual Showcase

Allego

Allego customers have been on the leading edge of sales learning and enablement since the start of the pandemic, as they shifted in-person training, onboarding, coaching, and content to virtual programs, almost overnight. AmeriSave Mortgage Trains More Hires and Achieves Better Results. Pre-Recorded Videos Support Learners.

Hiring 71