Smooth Sale

APRIL 20, 2024

The Right Insurance Credit Location – CC0 License When you have a fleet, you don’t need to purchase insurance for the cars individually; you can buy fleet insurance. If a good deal appears to be unlikely, consider getting professional help to target the more appropriate insurance for your company.

Insurance 91

Insurance Insurance Hiring Licensing 91

Smooth Sale

APRIL 19, 2024

Martin is VP of Marketing for The Jacobson Group, the country’s premier insurance talent acquisition firm. For instance, utilizing an insurance staffing company has become a strategic move for insurance firms aiming to streamline their staffing and onboarding processes.

Hiring 85

Hiring Insurance Insurance How To 85

Engage Selling

OCTOBER 30, 2020

I recently referred a friend to my insurance provider. Disappointingly, when she called the insurance provider, the receptionist provided wrong information and told my friend that no agents were available to further assist her because everyone was working from home. … Read More »

Insurance 127

Insurance Insurance Strategy Sales 127

No More Cold Calling

MAY 25, 2023

One insurance broker, attorney, banker, or consultant? Referred reps get every meeting in one call, because their calls are expected and welcome. Referred reps are privy to important timelines and budget concerns. Referrals help you stand out in a sea of B2B sellers. One IT provider from another?

B2B 177

B2B Buyer Referrals Sales Qualified Lead 177

Understanding the Sales Force

MARCH 27, 2019

While someone's reference to a hard sell may differ, the perception of the hard sell is fairly universal. When you hear a phrase like the hard sell , do you instantly think of car salespeople? Replacement windows? No offense intended to those of you in one of those three industries!

Insurance 263

Insurance Insurance Objections Up-Sell 263

Smooth Sale

APRIL 12, 2024

Navigating the Legal Landscape Let’s chat about a bit dry but particularly important: medical malpractice insurance. Different specialties have different legal risks and insurance costs. Fedica Realize your followers’ interests to create tailored content to encourage a returning and referring clientele.

Insurance 106

Insurance Insurance Hiring Influencer 106

Partners in Excellence

OCTOBER 31, 2023

Our customers tend to like being referred to by their name, not some code string. Or another: David: As an active thought-leader in the spaces of benefits, employees, and insurance, your perspective has always stood out!I’m Open to hearing more? What am I missing? Do you treat all your customers as inanimate code strings?

Insurance 129

Insurance Insurance Intent LinkedIn 129

Engage Selling

SEPTEMBER 25, 2020

I happily referred her to my business insurance broker. Recently, a Canadian colleague of mine needed to travel out-of-country and wanted to purchase medical coverage for COVID-19. But what happened next sure did not go the way either of us … Read More »

Insurance 117

Insurance Insurance Travel Relationals 117

Smooth Sale

MAY 17, 2022

But aside from basic health insurance packages, what should you be considering? The Additional Insurance They Might Need. Many employers cover basic health insurance, but there is a lot more that you could potentially do for your employees. Life insurance is a highly-desired option, especially in long-term permanent positions.

Benefit 78

Benefit Insurance Insurance Hiring 78

Zoominfo

MARCH 8, 2021

Data backup refers to the creation of file copies that are held on-premise, or in a remote location. Invest in insurance plans that cover common IT and natural disasters — especially ones that are region-specific. One of the more obvious solutions to disaster data recovery is having proper insurance and tracking weather beforehand.

Data 182

Data Insurance Insurance How To 182

Smooth Sale

SEPTEMBER 12, 2023

I sold long-term care insurance long ago, and people told me then that the new concept was ridiculous. However, the irony came decades later when the same people purchased the insurance at a much higher rate. Fedica Realize your followers’ interests to create tailored content to encourage a returning and referring clientele.

Negotiation 110

Negotiation Insurance Insurance Hiring 110

Bigtincan

DECEMBER 21, 2021

If you’re looking for a more effective and efficient way to manage company documents while staying compliant with regulations in security-sensitive industries such as healthcare, finance, insurance, or IT, the right enterprise document management system could be the answer.

Enterprise 52

Enterprise Enterprise System Insurance 52

Pipeliner

JANUARY 19, 2021

In case the insurance company discovers that you flouted your doctor’s orders, they might reduce your compensation amount. Insurance companies how desperate cat accident victims are to have their cases resolved. This can lead insurance firms to question your injury claims in the future. It can drastically impact your settlement.

Insurance 98

Insurance Insurance Compensation Social Media 98

Understanding the Sales Force

APRIL 15, 2013

The first, 10 Traits of Successful Salespeople , was typical of the misinformation that often passes for must-read information: The data came from commission-only insurance salespeoplein just one company so it has limited application in other industries. Understanding the Sales Force by Dave Kurlan Two articles caught my attention today.

Research 291

Research Insurance Insurance Face-to-face 291

Smooth Sale

MAY 14, 2019

A reverse mortgage contributes to the wealth only of the insurance company. #2. The ‘one-day’ mentality was hers for acquiring medical insurance. After the fact, Jeannie realized the importance of having insurance. Opposing Perspectives: Medical insurance is too expensive, and I’m healthy. Nothing will happen. Retirement.

Insurance 100

Insurance Insurance Face-to-face Hiring 100

Hubspot Sales

SEPTEMBER 10, 2021

That record is referred to as a franchise agreement. The "Insurance" section dictates that a franchisee agrees to procure and maintain evidence of certain insurance policies, typically including: Comprehensive general liability insurance for the franchise location. Governing Law.

Insurance 80

Insurance Insurance Advertising Advertising 80

Pipeliner

FEBRUARY 13, 2023

Leasing refers to the process of borrowing a car for a set period of time while paying monthly installments to cover the use of the vehicle. You should also have a valid drivers license, be over the age of 18 and have car insurance. Check lease agreement for gap insurance. What Is Car Leasing? Choose an accurate mileage.

Insurance 52

Insurance Insurance Banking Licensing 52

Smooth Sale

APRIL 6, 2024

Own Errors to Fix Them Early Three Insurance Mistakes You Need To Avoid Attempt to Avoid the Slippery Slope! Fedica Realize your followers’ interests to create tailored content to encourage a returning and referring clientele.

How To 91

How To Policies Hiring Insurance 91

Smooth Sale

OCTOBER 8, 2022

The variety of areas where healthcare professionals can outsource is plentiful, including: Data entry Appointment Scheduling Insurance Verification Medical Billing Patient recruitment for clinical trials Transcription Home health services IT support Billing and coding Answering services Website design and maintenance. Insurance Verification.

Outsourcing Services 78

Outsourcing Services Insurance Insurance Hiring 78

Sales and Marketing Management

FEBRUARY 26, 2019

One of those was Michael Stahl, executive vice president and chief marketing officer at HealthMarkets, an independent agency that sells health insurance, Medicare, life and supplemental insurance products nationwide. If the company stopped there, it may be just talk, Stahl admits. Theft and craziness come from ‘sky is the limit.’

Insurance 120

Insurance Insurance Commission Lead Rank 120

Zoominfo

MARCH 8, 2021

Data backup refers to the creation of file copies that are held on-premise, or in a remote location. Invest in insurance plans that cover common IT and natural disasters — especially ones that are region-specific. But insurance cannot bring back those lost reports, employee information, or financial documents.

Data 100

Data Insurance Insurance How To 100

Salesmate

DECEMBER 11, 2020

Amidst the ferociously competitive market in the insurance sector, you need a way to stay on top of your game. Insurance agents deal with multiple tasks and clients every day. First, let’s look at what Insurance CRM is and the challenges insurance agents face to understand CRM’s need in business. What is Insurance CRM?

Insurance 128

Insurance Insurance CRM Policies 128

Selling Essentials RapidLearning Center

MAY 10, 2022

The study we’re referring to was conducted by University of Pennsylvania psychologist Martin Seligman. In collaboration with a major insurance company, he surveyed thousands of insurance agents – people who experience frequent rejection. Did I cause a given setback to happen, or was it created by external circumstances?

Motivation 52

Motivation Insurance Insurance Journal 52

PandaDoc

JUNE 13, 2023

eSign with PandaDoc Legal vocabulary Record retention Record retention refers to the storage of documents and records that are no longer active. This can refer to paper forms or electronic documents. Keep your docs secure Our legally-binding eSignature software is ESIGN and UETA compliant.

ACT 52

ACT Consumer Guidelines Insurance 52

Smooth Sale

FEBRUARY 13, 2024

This profession provides advice on investments, insurance, mortgages, and more. Fedica Realize your followers’ interests to create tailored content to encourage a returning and referring clientele. Financial Advisor : Median Salary—$95,000 You can become a well-versed financial advisor with a bachelor’s degree in finance or economics.

Salary 96

Salary Scale Compensation Energy 96

Pipeliner

MAY 12, 2023

The value of the feedback you received would be immeasurable in insuring that your gift, and you, would avoid being miserable failures. It’s sometimes referred to as “co-crafting” or “solutioning”, but whatever the term, it’s as close as you can get to a mandatory exercise in the world of major account selling.

Account 98

Account Enterprise Enterprise Insurance 98

Increase Sales

FEBRUARY 7, 2014

For example, yesterday a local insurance small business, the Masterson Insurance Agency , publicly thanked via Facebook another small business owner for sending a new customer its way. Here are some questions to consider: Do you regularly refer others (sales leads) to the small business owners and sales professionals you know?

Social Media 134

Social Media Small Business Small Business Insurance 134

Hubspot Sales

SEPTEMBER 21, 2020

Because of the intricacies involved in this process, enterprise deals are referred to as complex sales. For example, commercial insurance sales are complex deals. These deals often come with a higher price point, so a lengthy cycle that goes in-depth with multiple people alleviates the perceived buyer risk from closing high-cost deals.

Examples 119

Examples Insurance Insurance Sales Cycle 119

The Sales Hunter

DECEMBER 28, 2012

It might be time to put the conventional selling process you use on hold and break out what I refer to as the “engagement process.” To create an engagement you might provide to the customer 2 websites you want them to look at to review what insurance companies look for in security systems.

Prospecting 212

Prospecting Customer Insurance Insurance 212

Showpad

DECEMBER 16, 2020

Lastly, provide them with the full documentation of their onboarding process so they can reference it during their first few weeks. You also may want to keep the questions organized somewhere so that future onboarding classes can reference them and see if their question was already answered. . Create a connection, right away.

Hiring 105

Hiring Face-to-face Insurance Insurance 105

PandaDoc

APRIL 24, 2023

If you’ve been on the internet long enough researching invoices, the one common element you’ve likely found while clicking links is that your invoices should have payment terms (also referred to as “payment terms and conditions”). When we speak of payment terms and conditions, there are two types of formats one can refer to.

Examples 52

Examples Cancellation Account Discount 52

Women Sales Pros

JANUARY 14, 2019

A reference to product comes right out of the gate. She works with insurance organizations and professional services firms to improve sales results and build future sales leaders. I was a Lotus Notes administrator at one point early in my career and would explain how I showed up in search results.

Social Selling 96

Social Selling Examples Ideal Customer Profile Insurance 96

Cincom Smart Selling

JUNE 24, 2021

For example, after filing an insurance claim for an auto accident, customers want a confirmation letter sent in a timely manner, and they want it personalized with information about their agent and/or assigned adjuster. This is often referred to as a “brute force” approach.

Guidelines 71

Guidelines Insurance Insurance Policies 71

Selling Essentials RapidLearning Center

JULY 28, 2021

The researchers surveyed nearly 300 HR managers to see whether “best practices” — notably doing a pre-training needs assessment and using active along with passive training — insured positive outcomes. Providing performance aids and/or reference materials to assist in knowledge retention, and.

Survey 52

Survey Training Insurance Insurance 52

Pipeliner

JUNE 29, 2019

Once you’re clear on the profile of your best or ideal customer, then you’re in a great position to succinctly describe it to someone who is willing to refer you. These are the people, given the proper information, who would be in the best position to refer you. Refer Others. See my example below.). Consider Referral Resources.

Ideal Customer Profile 73

Ideal Customer Profile Referrals Cold Calling Hiring 73

Pipeliner

JANUARY 18, 2023

At the “Big X”, we referred to deals as breakfast, lunch or dinner. Or a deal where you’ve been referred by a happy current customer. And then they identify the critical actions to maximize the chances of winning, utilizing RACI to insure accountability. Yours to lose, perhaps?

Maximizer 52

Maximizer Insurance Insurance Sports 52

Nutshell

MARCH 7, 2023

Data privacy refers to the handling of personal information , also known in marketing as personally identifiable information (PII). Health Insurance Portability and Accountability Act (HIPAA) Arguably the most famous of data privacy acts is HIPAA, which applies to the disclosure of personal and protected health information of patients.

Data 62

Data Policies ACT CRM 62