Allego

FEBRUARY 28, 2024

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. Each case study underscores Allego’s role in not just meeting but exceeding the unique needs of financial services firms.

Insurance 118

Insurance Insurance Face-to-face Banking 118

Sales and Marketing Management

DECEMBER 16, 2019

A recent study by the Relational Capital Group revealed that 89% of senior leaders believe that relationships are the most important factor in their success year over year. However, the study also revealed that only 24% of these leaders actually do anything intentionally to promote building those relationships.

Company 423

Company Customer Insurance Insurance 423

Sales 2.0

MAY 14, 2020

A couple pieces of research data: Xant (formerly InsideSales.com): in a 2017 study Xant found sales people spend an average of 36.6% Accenture: An Accenture study found roughly similar results, with 15% of a reps time allocated to research. of their time on revenue generating activities. Cost of data digging.

Data 396

Data Enterprise Enterprise Insurance 396

Pipeliner

AUGUST 2, 2023

From business insurance to protect you from lawsuits to conflict resolution skills, read on for tips in dealing with unhappy customers. Tip #1 – Business Insurance Protects From Unhappy Customers The most disgruntled customers may be looking for a reason to sue your company. The risk is too high.

Insurance 97

Insurance Insurance Customer Survey 97

Selling Essentials RapidLearning Center

JANUARY 13, 2021

Seligman collaborated with a big insurance company to survey thousands of insurance agents, people for whom daily rejection is a fact of life. As Seligman studied the results, he noticed that the more persistent agents — those who succeeded in their tough jobs — had a different way of explaining failure to themselves.

Insurance 100

Insurance Insurance Face-to-face Research 100

Velocify

AUGUST 16, 2012

Today we’re sharing a gold mine of valuable insight on what makes for a higher quality lead in insurance, mortgage and education. A complimentary copy of the full report and industry specific versions of the study can be found here. The post Study reveals suprising attributes of higher quality leads appeared first on Leads360 Blog.

Lead Rank 51

Lead Rank Lead Scoring Study Leads 51

Pipeliner

OCTOBER 1, 2022

Melanie Musson works as an insurance and finance writer at Clearsurance.com in Belgrade, Montana. She is passionate about assisting people in finding the right insurance for their business and personal lives. She teaches people about how insurance can help them protect their financial stability.

Real Estate 52

Real Estate Video Insurance Insurance 52

SalesFuel

APRIL 3, 2024

A study by tinuiti says that most consumers will maintain their spending on home repair, maintenance and improvement in 2024. A study by tinuiti found that 37% of consumers rarely seek out new providers when they need services. It also says that your client should be focusing on search and social ads when targeting these consumers.

Revenue 40

Revenue Hiring Social Media Consumer 40

Anthony Cole Training

OCTOBER 28, 2014

Rather, it is a process that evolves out of focused commitment and dedication, ongoing study and professional growth, high-road ethics, unwavering determination, and plain, old-fashioned hard work.". They also exhibit commitment to being masterful in their expertise in insurance.

Insurance 189

Insurance Insurance Fashion Government 189

Gong.io

DECEMBER 19, 2019

Marketing has given you killer case studies. Car insurance? Health insurance? Home insurance? One type of insurance you don’t have — and the one that’s most critical for salespeople — is deal insurance. As it turns out, deal insurance is right at your fingertips. You’re dropping logos like dimes.

Data 122

Data Insurance Insurance Cold Calling 122

Selling Essentials RapidLearning Center

MAY 10, 2022

The big difference between the successful and the unsuccessful is what a landmark psychological study calls “explanatory styles.” The study we’re referring to was conducted by University of Pennsylvania psychologist Martin Seligman. Did I cause a given setback to happen, or was it created by external circumstances?

Motivation 52

Motivation Insurance Insurance Journal 52

Anthony Cole Training

MAY 12, 2020

It may seem counterintuitive, but countless studies have shown that humans desire what they can't have. In today's blog post, we discuss the technique of going for the "No" early in the sales process.

Sales Process 320

Sales Process Study Hiring Sales 320

Selling Essentials RapidLearning Center

MAY 5, 2021

A study of 15,000 assessments of individual leaders found that empathy was the most important skill for interacting with employees, ahead of skills like developing their ideas and enhancing their self-esteem. He thinks he’d be very grateful it was insured. It’s true. And empathy makes you a better leader and manager.

Insurance 52

Insurance Insurance Study Video 52

Sales and Marketing Management

MAY 10, 2020

One study released prior to the pandemic indicated that 63% of companies had remote workers; that figure has only skyrocketed this year. For example, claims will go up for health insurance, but there will be a downturn as more states mandate services that are free. Author: Dave Gerry From the U.S. and the U.K.

Face-to-face 302

Face-to-face Lead Rank Lead Scoring Hiring 302

Allego

DECEMBER 21, 2021

With over thirty years of experience, Kent is an Accredited Investment Fiduciary Analyst® from the Center for Fiduciary Studies, a Global Financial Steward® and a Certified Behavioral Finance Analyst. Their motto is “Helping you Create, Manage, Protect & Distribute Wealth.”.

Video 106

Video Real Estate Journal Insurance 106

Zoominfo

APRIL 24, 2020

Health and safety topics also saw massive increases in consumption in our comparison, including: Health Insurance (up 1,238%) Telehealth (up 336%) Workplace Safety (up 270%). We’ve already recapped how some companies have gone lengths to support their employees during the pandemic. And the data backs this up. Risk Management with Vendors.

Outsourcing Services 227

Outsourcing Services Intent Data Transportation Intent 227

Anthony Cole Training

OCTOBER 13, 2014

I was first introduced to goal setting in sales when I was an insurance agent with National Life of Vermont. I failed in the life insurance business. However, the strength of the relationship varies considerably from study to study. The General Agent was Dave and his manager was Bob. You do the math. Well, not entirely.

Sales Management 204

Sales Management SME Incentives Incentive 204

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.

Research 291

Research Insurance Insurance Face-to-face 291

Sales and Marketing Management

JANUARY 23, 2019

The most recent index study is a joint effort of The Society for Incentive Travel Excellence (SITE), Incentive Research Foundation (IRF), and Financial and Insurance Conference Professionals (FICP). Comparing the results from 2015/2016 with 2017/2018, CSR is actually up two points across all regions.

Incentives 159

Incentives Incentive Travel Nonprofit 159

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. Caring about reps individually.

Insurance 120

Insurance Insurance Commission Lead Rank 120

Pipeliner

JANUARY 21, 2020

According to a study done from the financial services company, 82% of business failures were due to poor cash flow management. In addition to focusing on cash flow management, it’s critical to identify and maintain suitable business insurance for your company. Quotes for insurance can be obtained from a range of sources.

Insurance 81

Insurance Insurance Forecasting Scale 81

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

Hubspot Sales

MARCH 29, 2021

According to a study by the Kauffman Foundation , 60% of aspiring entrepreneurs cited finding mentors who can provide guidance as a challenge. Another study from the Kauffman Group found that finding customers was the most common challenge cited by entrepreneurs — with roughly 72% of respondents reporting having struggled with the process.

Face-to-face 125

Face-to-face Data Guarantee Banking 125

DiscoverOrg Sales

DECEMBER 9, 2016

Staying on fire requires constant honing of skills, studying the competition, and doing the hard work. Written in response to a DiscoverOrg hosted panel at VMworld , this post combines responses from CIOs including Sephora, Arch Mortgage Insurance, and Charlotte Russe depicting how to sell to them. Didn’t hit your quota?

Remedy 120

Remedy Insurance Insurance Face-to-face 120

Mr. Inside Sales

APRIL 17, 2020

Follow this quick list of 5 tips to insure you not only make a great impression, but that you also easily place yourself above your competition. When considering where to film, make sure you’re not too backlit that your face will be dark, and if you’re in a dark study or den, then turn the lights on or open your blinds.

Film 159

Film Face-to-face Call-back Gatekeeper 159

Selling Essentials RapidLearning Center

JULY 28, 2021

Amid all this uncertainty, a research study led by a professor of social psychology at Columbia University gives at least one indicator of what works in anti-harassment training — robust reinforcement of the training once the training itself is over. This blog entry is based on the following research study: Perry, E.,

Survey 52

Survey Training Insurance Insurance 52

Pointclear

DECEMBER 17, 2013

My colleague Bernice Grossman and I recently conducted a new study indicating that B2B marketers now have the opportunity to target prospects more efficiently than ever before. We conclude from this study that B2B prospecting data is richer and more varied than most marketers would have thought. Today''s guest blogger is Ruth P.

Harte Hanks 232

Harte Hanks Lead Rank B2B Data 232

Hubspot Sales

SEPTEMBER 21, 2020

For instance, you may want to include testimonials or case studies from other businesses you’ve successfully helped. For example, commercial insurance sales are complex deals. During this stage, you'll use your diagnosis to present stakeholders with detailed examples of how your solution addresses and solves their pain points.

Examples 119

Examples Insurance Insurance Sales Cycle 119

Allego

DECEMBER 28, 2022

BISA (the Bank Insurance & Securities Association’s annual event) will be back again in 2023 and offers insight and opportunities for those responsible for the marketing, sales, and distribution of securities, insurance, and other financial products and services through the bank channel. Forrester B2B Summit EMEA – Oct.

Conference 62

Conference Sales Enablement Biotechnology Insurance 62

Sales and Marketing Management

AUGUST 8, 2017

According to Business Insider, Insurance Sales could save 60 percent, Financial Services could cut costs by 46 percent, and Sales and Customer Service could save 36 percent and 29 percent, respectively ( Source ). Reduced Cost of Customer Care. According to J.D.

Retail 206

Retail Social Media Oracle Consumer 206

Hubspot Sales

DECEMBER 8, 2017

Dr. Martin Seligman’s work with insurance company Metropolitan Life is one of the more famous case studies. Salespeople who scored high in optimism sold 33% more insurance than those who scored lower. Don’t roll your eyes; this isn’t going to be a Pollyanna article. Seligman started testing job candidates for optimism.

Hiring 105

Hiring Insurance Insurance Lead Rank 105

Pipeliner

SEPTEMBER 2, 2021

But if you stay organized and use your time wisely, you can still study and work on your startup business. Along with your studies, you may become an Uber driver or offer local transportation services (pick & drop to offices, schools, etc.). Begin your own startup business as soon as possible. School may take up a lot of your time.

Transportation 96

Transportation Social Media Advertising Advertising 96

Score More Sales

APRIL 5, 2014

Seligman spent years studying the relationship between positive attitudes and sales success. He worked with the Metropolitan Life Insurance Company and realized a correlation between an assessment he did with the sales reps to determine their level of optimism and their actual sales production.

Inside Sales 212

Inside Sales Positioning Territories Insurance 212

Understanding the Sales Force

JANUARY 26, 2012

Young, male, insurance salespeople have almost no chance of getting women to trust them. The big surprise in the study is WHY people don't trust salespeople. Every woman that completed the survey has been the victim of a sales scam! Automobile salespeople are the least trusted salespeople of all.

Hiring 192

Hiring Insurance Insurance Survey 192

Anthony Cole Training

MARCH 10, 2014

I was able to do that for a variety of reasons, but as I think back today, it was mostly because I loved the game so much that no one ever had to tell me to get ready for practice, get my gear together, get in shape, practice hard, study the playbook, be fair and a good sport. I was my own motivator.

Motivation 208

Motivation Insurance Insurance Coaching 208

Selling Essentials RapidLearning Center

NOVEMBER 11, 2020

Even an insurance policy is risky – if nothing bad happens, the premiums are money down the drain. Fortunately, there is, and a study on buyer behavior and risk disclosure reveals it. Bonus: If you go about disclosing risk in the way the study suggests, you can actually improve your odds of getting the sale. The reasearch study.

Buyer 59

Buyer Study Insurance Insurance 59

Zoominfo

OCTOBER 5, 2021

Define: According to a Gartner study, only about half of sales and marketing teams report having a shared definition of what constitutes a lead. Sales & Marketing Alignment Case Study: Here at ZoomInfo, our success with implementing an SLA for inbound leads serves as a testament to its value as a marketing and sales alignment tool.

Lead Rank 130

Lead Rank Paid Content Marketing Qualified Lead Sales Qualified Lead 130