CRM Insurance Retention Training 
Smooth Sale
JUNE 13, 2022
Attract the Right Job Or Clientele: Five Ways to Improve Efficiency in the Insurance Industry. Our collaborative blog provides insights into ‘Five ways to improve efficiency in the insurance industry.’ The insurance industry is a highly regulated and fragmented market. Routinely Review All Plans. Image credit.
BrainShark
MAY 20, 2022
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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Mindtickle
AUGUST 28, 2023
With those unique circumstances in mind, the importance of effective sales training cannot be overstated. In this blog post, we’ll outline the unique challenges faced in pharmaceutical sales training and provide practical solutions. What are some challenges in pharmaceutical sales training?
Crunchbase
JANUARY 13, 2022
Think of a strong sales infrastructure like car insurance: You want good insurance before you get in a wreck so that if a fender bender occurs, you’re protected. Write down the sales process, share it with the rest of your organization, and detail it in your customer relationship management (CRM) system and related workflows.
The ROI Guy
SEPTEMBER 13, 2013
I recently had the opportunity to interview Dario Prolio from leading sales training and performance management firm Richardson. On the surface, a training program looks very basic to these people, and they cop an attitude that the training is too basic. The ACA is a huge change that is rocking the insurance world.
Hubspot Sales
APRIL 11, 2023
After brainstorming, create a retention plan that turns your ideas into long-standing initiatives. Remember, benefits stretch beyond just compensation and health insurance. Beyond coaching, consider offering online courses for your team, skill-building workshops, leadership trainings, and education reimbursement. It’s a win-win.
Rob Jolles
MARCH 20, 2023
How can companies increase their customer retention. As an insurance salesman, I had a couple of trial closes and if you said yes to any of them, I was filling out a medical form, I was moving forward. I’m not a big fan of just sticking opportunities in CRM because I don’t know, I’d love to sell the Peloton.
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