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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. There are things like getting their hardware and software set up, receiving credentials, and going through mandatory compliance training.

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“My Obsession To Provide Customer Value,” Christian Mauer

Partners in Excellence

Very soon, I moved into the role of an engineering manager. I managed a team of software and hardware engineers and external subcontractors. They also were not aware of the amount of software to be developed for the requested functionality.

Lead Rank 116
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Lessonly Competitors: 5 Alternatives to Consider in 2022

BrainShark

Lessonly by Seismic is one of the most popular sales learning solutions available. However, many organizations find themselves looking for an alternative training software for their customer-facing teams. AI-powered video coaching (so sales managers get instant insights into reps’ sales skills). SAP Litmos.

SAP 62
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How to Close a Sales Deal: 7 Effective Techniques

LeadFuze

They’ll get back up and keep going with the intention of succeeding soon thereafter. Negative comments can drag down the success of a sale, so it’s important to eliminate them. LeadFuze is the best lead generation software on the market. They don’t let failure stop them. They eliminate the negative.

Closing 98
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Sales Onboarding: 5 Foolproof Steps for Training New Sales Reps

Showpad

According to HubSpot, the pre-work onboarding period can include everything from “shadowing,” in which new hires follow established reps as they go about their daily routine, to learning about whatever software and other tools they’ll be regularly using. Set reps up for continuous improvement.

Hiring 52
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What does ‘seasonality’ really mean in sales?

Nutshell

Just as a homeowner might want to sell their house before the year’s end to assist with tax issues or avoid upcoming tax law changes, health care consumers are more likely to buy at the end of the year in order to take advantage of their insurance benefits. During the back-to-school season we also experience an increase in supplement sales.

Hiring 120
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What's it take to generate leads that fuel your forecast?

Pointclear

While all of these scenarios have potential, none could be called a lead. Just try to pass them on to your field sales team and you’ll see. Because the chances are pretty low—probably 3% to 4% at best—that any of these names are bonafide opportunities if you are a B2B company with a complex sales process.