Pipeline Insurance

The Pipeline

Insurance is one of those things that everyone has but nobody really wants. In some ways, we feel that we are throwing money away, until that rainy day or unforeseen event arrives, and we are all too happy to have the insurance. By Tibor Shanto – tibor.shanto@sellbetter.ca .

3 Tracking Tools for Serious Sales

The Pipeline

Effective tracking tools pave the way for great sales, so when considering what tools to use for your business, you shouldn’t accept anything less than exceptional. Let’s look at three of the best tracking tools available. The Pipeline Guest Post - Carrie Powers.

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Voicemail as a Prospecting Tool

The Sales Hunter

Here are a couple of examples: If I sell insurance, I might leave a value statement that says something about how I have some new information from an employee survey showing how employee attitudes toward insurance have changed. Let’s not kid ourselves. The vast majority of phone calls go to voicemail. Because of this reality, if you intend to use the telephone to develop sales prospects, then you have to be able to use voicemail effectively.

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Best Business Phone Systems: 35+ Tools to Keep You Smilin’ and Dialin’

Sales Hacker

It also means they have a wide variety of tools at their disposal, depending on the provider they choose. Built-in collaboration tools. Collaboration tools include call group, call monitoring, live chat , file sharing, online meetings, and video conferencing.

Social Media Is a Marketing Tool Not Just for B2C – But Also for B2B By Debbie Laskey, MBA

Increase Sales

However, there are still many companies who have yet to embrace social media as a marketing tool, and their customers are even angrier and dissatisfied – first as a result of the initial problem, and second, because no one on behalf of the company reads their comments and responds in real time.

The Craziest, Most Unusual Sales Selection Criteria and What Really Works

Understanding the Sales Force

Life insurance, where turnover can run as high as 90%, is a perfect example of this. Insurance industry executives say that it's perfectly normal. However, outside of the insurance industry, most executives will try just about any remedy to stop the discomfort.

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Interview Abstract: Why Selling with Value Requires Modern Tools + Modern Training

The ROI Guy

Second, there is a lack of good tools at most organizations to help Sales deliver the messaging – moving beyond PPT and whiteboard markers to have more provocative, insight driven conversations, and automate the diagnostic assessments and financial justification process. How can tools help?

Move the Deal Episode 12: Growth for Both: Balancing Direct and Channel Sales with Michael DeRosa

Miller Heiman Group

In the latest episode of Move the Deal , host Greg Moore talks with Michael DeRosa, director of professional development at Travelers Insurance. Insurance is an intangible product in a highly regulated industry, so consumers sometimes see little difference between carriers.

2016’s Top 5 Sales Focused Blogs

DiscoverOrg Sales

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. New CIOs and CISOs initiate change in personnel and tools.

Why You’re Not Going to be Able to Grow Sales This Year

DiscoverOrg Sales

Instead, we have to BUILD DiscoverOrg FOR DiscoverOrg – and here’s exactly what it’s going to take: Hire 3 researchers : fully burdened annual cost (salary, health insurance, system licenses, space costs etc.).

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100 Most Prospected-to Companies of 2018

DiscoverOrg Sales

Insurance. SAMPLE SCOOP: A mid-level source has indicated that planned initiatives related to digital transformation, collaboration tools, and purchasing will begin in 6 to 9 months, for which a contingent workforce will be leveraged for support. Insurance. Insurance.

Busting Sales Myth #5 - "I've Been in Selling XX Years!"

Anthony Cole Training

I used to work with a local insurance company that was acquired by an insurance holding company. I have a very close friend who also is in the insurance business and has built a $4 million dollar operation alone , with a very limited sales support team and half the time!

Sales Success and Pipeline Management - The Myth

Anthony Cole Training

What exist are sales enablement tools (CRM) that provide a repository for information about sales suspects, prospects and opportunities. What exists is an unspoken mandate that, if you are going to drive sales growth in your organization, you MUST HAVE a pipeline management tool.

“A Butterfly Lands On A Leaf In A Brazilian Rainforest…….”

Partners in Excellence

Some emerging tools in predictive analytics are incorporating events and actions our customers take, outside of interactions with us, that influence actions we might take with those people. These tools help refine our understanding of customers and predict their information needs, and ultimately their likelihood of buying. I need to move or buy flood insurance!” I have to beg your indulgence on this article.

Sales Operations: The Guide They Never Gave You


Insurance sales rep. Like technological tools, there is no shortage of data in business today. Advanced analysis includes command of business intelligence tools and data standards. Evaluate the tools in your environment as a user and as a purchaser.

How Sales Specialists Help Reach Your Customers

Sales and Marketing Management

In fact, it was first adopted by the insurance industry in the 1870s. This lead development and nurturing is best done by a central team with specialized skills and the right data, tools and support at their fingertips.

Rethinking Account And Opportunity Prioritization

Partners in Excellence

Financial services includes commercial banks, investment companies, insurance, hedge funds, credit card, financing and a number of other segments. I believe we can apply analytic tools to help us in this process.

Sales Leads-An Effective New Source

Fill the Funnel

I share a technique in today’s post that is producing surprising results for several clients in tech and insurance sectors. What I want to share in this review is how you can use Zendesk as a sales and marketing tool. A useful web tool that you can use in prospecting, relationship building, lead nurturing and strengthening your reputation. Why am I suggesting the use of Zendesk as a Sales tool? What Are Some Good Health Insurance Companies?

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3 Most Effective Ways to Further Engage Your B2B Leads

Sales and Marketing Management

Use every tool in your arsenal to respond to leads as quickly as possible – leverage a customer relationship management system, host data on a community cloud, or add chatbots. Servicing multiple industries, including auto insurance, post-secondary education, health insurance and home services, Underground Elephant provides cloud-based SaaS marketing technology and platforms that deliver qualified calls, clicks and inquiries

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Ash Brokerage Boosts Sales with Agile Learning and Collaboration


As an insurance brokerage general agency (BGA) representing the products of 80-plus carriers, it also needed its reps to deliver more effective and consistent messaging —to be razor sharp when discussing the benefits and features of all those financial products.

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The Evolving Risks and Roles of CISOs in 2016

DiscoverOrg Sales

Incident response tools. Cybersecurity insurance or cyber liability insurance. Chief Information Security Officers (CISOs) are charged with more responsibility than ever before: Maintaining the enterprise vision, while ensuring technology assets are protected.

Your Funnel Should Be A Horn Of Plenty

The Pipeline

With all the tools available from e-mail, e-mail marketing, social media, you can be present in the prospect’s world, without having to spend valuable time while they are coming around. By Tibor Shanto - tibor.shanto@sellbetter.ca.

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Capturing The Collective Wisdom of Financial Advisors


Traditional training and communication tools are too slow for today’s increasingly volatile markets. As large numbers of experienced financial advisors and insurance adjusters leave the industry, their collective wisdom is in danger of evaporating.

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2 Ways to Ensure Sales Success

Alice Heiman

Now, you need an insurance plan for you and your team. You also may need some new tools and time to learn how to use them. Your tools are there to make you more efficient. In this day and age, it’s easy to get “tool overload.”

Leveraging the Inverse Relationship Between Price and Risk

The Pipeline

Which gets one to think about price and risk, and the ultimate risk in using price as a sales tool, as many do. If you want to see this in action just stand by any car rental counter and watch them buy unnecessary amounts of insurance, all with the goal of being covered for all risk.

Free Webinar: Identify the GAP to Maximize Your Sales Team’s Success

Paul Cherry's Top Sales Techniques

Politics consuming our attention, an economy chugging along, select industries that have tanked, the stock market at record highs with lackluster returns, health insurance rates up another 10 to 20% and higher — no wonder it’s been a tough sales year.

CPQ Software – Who Needs It?

Cincom Smart Selling

CPQ or Configure-Price-Quote tools offer multiple benefits to users. times higher than those companies not using a Configure-Price-Quote tool. It doesn’t matter if you are talking software, hardware, dump trucks or liability insurance. This is what most folks think about when they hear about Configure-Price-Quote tools: complicated pricing and product specifications rendered understandable with tablet computers and CPQ software.

CPQ – Who Needs It?

Cincom Smart Selling

CPQ or Configure-Price-Quote tools offer multiple benefits to users. times higher than those companies not using a Configure-Price-Quote tool. It doesn’t matter if you are talking software, hardware, dump trucks or liability insurance. This is what most folks think about when they hear about Configure-Price-Quote tools: complicated pricing and product specifications rendered understandable with tablet computers and CPQ software.

When In Doubt – Err on The Side Of More!

The Pipeline

I know that when i bought insurance a few years back, I went with the one reps who stayed with me, not on me, but with me, and was present when the time to buy came, all because he erred on the side of more, rather than the side of giving up to soon.

Are Your Emails Getting Deleted By Your Prospects and Customers? Five Things You Can Do to Increase the Success of Your Email Campaigns. Prospecting Email Strategies – Part Two

Keith Rosen

Insurance. Business Tools cold calling Cold Calling Tips customer service Marketing Sales Coaching sales tools Sales Training Technology and Software blacklist blacklisting cold call emailing emails firewall list management prospecting spam

The Best Small Business Accounting Software of 2018

Hubspot Sales

Time tracking and collaboration tools are two things you won’t get with Sage, and payroll is a separate product. It provides double-entry accounting tools -- from time billing and reporting to inventory -- that are customizable and optimized for desktop users.

Research: Current Sales Performance Challenges Faced by Industry Leaders

The Brooks Group

It can be extremely helpful to deploy diagnostic tools to assess the current state of your sales team and develop targeted interventions that lead to the biggest impact. . This is where a diagnostics tool can be extremely helpful.

How to Succeed in Sales Development (7-Step Action Plan to Become a Top SDR)

Sales Hacker

Ideally, your company has set up the SDR team for success, with qualified leads that contain accurate, up-to-date information and a well-oiled workflow with all the enablement tools you need to be fully integrated and operational. . Mindset is a powerful tool utilized by the best in sales.

Elevating the customer experience

Sales and Marketing Management

In cases where it’s not possible for geographic proximity, a tool like Slack ( www.slack.com ) can be set up with a unique channel for each B2B customer. It need not be in one place as long as data analytics tools are available to pull from separate sources. However, doling out rewards when effort, teamwork, creativity and compliance are visible can help insure that customers get great experiences.

Don't Be "Fooled" By Sales Force Automation Sales Projections

Anthony Cole Training

Recently, while working with an international insurance firm, I was told that their tool had initially been very usefull and effective. However, the company had then made the "sales CRM tool" into a finance reporting application. Havard Business Review also knows this: According to Bain’s 2001 survey of management tools, which tracks corporate use of and satisfaction with management techniques, CRM ranked in the bottom three for satisfaction out of 25 popular tools.

Latest Research on Personality Assessments for Sales Selection

Understanding the Sales Force

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.

A “Done Wrong for You” Example of Social Selling

Women Sales Pros

When done right, these tools are very effective for background research and opening doors for that next step in the conversation. She works with insurance organizations and professional services firms to improve sales results and build future sales leaders.

10 Must-Have Business Development Strategies for Staffing & Recruitment

DiscoverOrg Sales

It’s a lot of blocking and tackling so you have to use all the tools you have – and it’s not always sexy. Look for video tools like Vidyard , a modest paid subscription; or Loom , which is free, and used by a lot of our sales reps and customers use.

The Sales Playbooks Every Sales Team Needs


I found using a tool has allowed me to easily create scripts for the team, ramp reps more quickly, and maintain consistency in our sales process.”. “A A tool allows us to iterate in real time and remain active in the conversations our reps are having day in and day out!”.

6 steps to effective email marketing for mortgage lenders


While email is one of the most important tools a loan officer has, not every loan officer is using it safely. To succeed at email marketing, lenders need to monitor the activities of their sales teams and have policies and procedures in place to act as an insurance policy against loan officers “going rogue” on email.