Jeffrey Gitomer

NOVEMBER 22, 2011

Health and dental insurance is provided. Life insurance is provided. Here are 4.5 examples of “family thinking” in my business: 1. Benefits are based on what I would provide for my family. AAA Roadside Assistance is provided. These are the same benefits I would give my children, so I give them to the rest of the family.

Hiring 279

Hiring Social Media Loyalty Insurance 279

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.

Insurance 78

Insurance Insurance Industry Retention 78

Sales and Marketing Management

APRIL 26, 2019

In fact, it was first adopted by the insurance industry in the 1870s. Nowadays, however, there are so many touchpoints in the customer’s buying journey that a standard hunter/farmer sales approach simply isn’t going to cut it. There is a whole field of expertise focused on satisfying our customers in a proactive way.

Top of Funnel 229

Top of Funnel Ideal Customer Profile Customer Lead Rank 229

Sales and Marketing Management

AUGUST 8, 2017

Today’s online shopper wants a fast response time to their customer service query, and a frictionless way to initiate support. Not only are customers provided more convenience with a live chat platform, but company savings are significant. When used correctly, live chat can increase sales by driving conversion rates.

Retail 206

Retail Oracle Social Media Consumer 206

Zoominfo

MARCH 21, 2025

Customization : Can it adapt to your unique sales processes and workflows? Vendor Support : Is onboarding, training, and customer service included? Allego is used by organizations in industries such as banking, insurance, medical devices, and asset management. Scalability : Will it grow with your team and business needs?

Sales Coaching 130

Sales Coaching Software Software Coaching 130

Sales and Marketing Management

JUNE 28, 2018

Let’s take a look at several ways you can make sure your sales teams are providing effective customer service in the internet age. That’s where astute salespeople can make all the difference. More than ever, understanding one’s field is critical to sales success. Don’t just know your product — know its ecosystem.

Buyer 209

Buyer Insurance Insurance Guidelines 209

Sales and Marketing Management

AUGUST 1, 2019

Author: Chris Mason So many of us begin our sales careers as representatives of a company, product, service or all the above. We learn the tricks of the trade, the importance of customer service, the power of relationship building and what it feels like to win and lose.

Hiring 189

Hiring Sales Leadership Insurance Insurance 189

Janek Performance Group

JANUARY 10, 2025

For example, say youve sold car insurance to a pair of newlyweds and find out later that they have a child on the way. Then would be an excellent opportunity to cross-sell by offering life insurance to secure their childs future. For some verticals, cross-selling can occur after the initial sale is completed.

Insurance 62

Insurance Insurance Banking Up-Sell 62

Sales and Marketing Management

NOVEMBER 30, 2020

My franchise clients have included restaurants, home services, early education centers and many other industries. My sales clients have included companies moving real estate, funeral services, spine surgery devices, insurance and all kinds of other widgets. He shares many more insights in his book, “ The Wealthy Franchisee.”.

Real Estate 256

Real Estate Insurance Insurance System 256

Increase Sales

OCTOBER 30, 2013

Sure you can dial for dollars as the insurance companies advocate or knock on doors (cold calling) and secure some SMB sales success. No longer can businesses afford to keep a customer service department just focused only customer relationships. Selling – earning the sale.

Training 156

Training Insurance Insurance Cold Calling 156

Pipeliner

APRIL 28, 2023

Whether you’re considering taking out an SBA loan to start your small business or if you’re thinking about taking your business to the next level with the support of additional funding from a Small Business Administration (SBA) loan, you should understand the insurance requirements these loans carry.

Insurance 52

Insurance Insurance Licensing Small Business 52

No More Cold Calling

OCTOBER 17, 2012

Who does the CEO know, the mail clerk, the customer service representative? This harkens back to old insurance tactics, when an agent would deliver a policy and then ask the client to send a letter to 10 or 20 of his best friends. Each salesperson determines the number of people he will ask for referrals each week.

Scale 174

Scale Referrals Decision Maker InsideView 174

Pipeliner

APRIL 5, 2022

The best companies for customer service know and understand the needs of their customers. Let’s look at how entrepreneurs can learn to be accommodating and serve their clients and customers. 5 Things You Can Do to Serve Your Customers. The Customer Value Journey. Customer Service: It’s Not About You.

Customer Service 52

Customer Service Customer Insurance Insurance 52

Pipeliner

AUGUST 2, 2023

And even if you can’t convert an upset customer, you can learn from the experience and be prepared for the worst. From business insurance to protect you from lawsuits to conflict resolution skills, read on for tips in dealing with unhappy customers. Then you’ll start to realize you can’t afford to be without it.

Insurance 97

Insurance Insurance Customer Survey 97

Pipeliner

NOVEMBER 24, 2022

From purchasing business and commercial auto insurance to preparing for unforeseen events to changing your tactics to meet the market needs, read on for tips to experience success. Protect Your Real Estate Business With Insurance. If you’re an agent in a major real estate business, your insurance may be included in your job agreement.

Real Estate 98

Real Estate Insurance Insurance Strategy 98

LeadFuze

AUGUST 29, 2023

Whether you’re a seasoned insurance agent or just starting out, knowing how to get life insurance leads is crucial for your success. The process of acquiring life insurance leads can seem daunting amidst the competitive market landscape. This post will provide insights on how to generate effective life insurance leads.

Insurance 52

Insurance Insurance Sales Qualified Lead Lead Rank 52

Pipeliner

DECEMBER 10, 2020

Selling insurance can be challenging, and that’s true, whether you’re a new, inexperienced insurance agent or already a known professional in your field. That’s because people think insurance could cost a fortune, and it isn’t something that people often get to feel, hold, or even touch. Have a Story.

Insurance 52

Insurance Insurance Policies Referrals 52

Emissary

JANUARY 5, 2022

For backend IT technology providers, the post-pandemic economy has opened up opportunities in the P&C insurance vertical market. Many companies are planning technical initiatives to improve their customer service, claims operations, and data management. Examine Drivers That Move Insurance Companies to Buy IT Solutions.

Insurance 52

Insurance Insurance Positioning Face-to-face 52

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

Emissary

JANUARY 26, 2022

P&C Insurers have recognized the need for sophisticated, highly integrated technology to meet consumer demands and grow revenue. According to Accenture research, 80% of insurance executives surveyed acknowledge their business and technology strategies are becoming inseparable.

Insurance 52

Insurance Insurance Webinar Metrics Strategy 52

The Sales Hunter

FEBRUARY 17, 2012

I refer to these relationships as an insurance policy, because they can help you have in place what you need to fight off a remote influencer should they appear. customer service. Never allow yourself to only have relationships with the decision maker and the users. Sales Training Tip #365: How Well Do You Know Your Buyers?

Motivation 172

Motivation B2B Decision Maker Hiring 172

Hubspot Sales

NOVEMBER 29, 2021

Start by setting clear and reasonable expectations that your customers can count on from the start of your relationship. Constantly communicate the ROI they're seeing as a result of leveraging your product or service. Make sure your customer service infrastructure is active and effective. Financial Services.

Margin 119

Margin Chemicals Real Estate Strategy 119

Increase Sales

APRIL 11, 2012

We want to be able to sleep at night and feel good about the relationships with our customers. To those out there who say there is no customer service in computer service, I say to you, you haven’t found a reputable place to build a relationship with.

Licensing 188

Licensing Marketing Microsoft Face-to-face 188

MTD Sales Training

JANUARY 27, 2017

Whether you’re speaking to an insurance agent or a waiter, their job is to serve you and you’ll make their job about ten times easier if you know what you want. So treat her well and negotiate respectfully…then take the matter up with the airline’s customer service agents. Be realistic about your aims.

Airlines 133

Airlines Policies Negotiation Insurance 133

Mr. Inside Sales

APRIL 28, 2018

Having your prospect commit to directing any calls from an insurance company to their attorney at your firm. There are a lot of other techniques and skills I teach in my intake training, including solid customer service skills (it’s amazing how poorly intake reps handle the little things like putting people on hold!),

Conversion 120

Conversion Inbound Industry Insurance 120

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.

Insurance 100

Insurance Insurance Face-to-face Hiring 100

Anthony Cole Training

AUGUST 9, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! For many of our insurance clients, that number is closer to $10,000 to $15,000 dollars per sale. Dont miss "5 Ways That Managers Can Impact Sales This Year in the May-June 2010 SalesforceXP magazine! Click here to listen to Tonys BEW Interview.

Hiring 135

Hiring Prospecting Ideal Customer Profile Sales Qualified Lead 135

Nutshell

MARCH 19, 2025

Marital status ( Decision list ) : Family status affects industries such as healthcare or insurance companies. 10 industries and their custom fields Industry-specific custom fields, when used strategically, can dramatically improve your teams productivity and CRM capabilities.

CRM 62

CRM Industry Ideal Customer Profile Customer 62

Hubspot Sales

APRIL 4, 2019

Have you been unable to successfully build out a customer service team that can meet the demands of your customers? Don’t forget to factor in payroll, facilities costs, insurance, and other operational line items that tend to add up. Identify your target customer. Your business’ weaknesses are next. SWOT analysis.

Referrals 144

Referrals Sales Cycle How To Conference 144

Allego

JANUARY 18, 2023

Our inclusion on this prestigious list is a testament to our commitment to helping sales leaders produce tangible ROI while also providing superior customer service. The Bank Insurance and Securities Association (BISA) honored Allego with its Technology Innovation Award. BISA Technology Innovation Award.

Journal 115

Journal Enterprise Enterprise Sales Enablement 115

Smooth Sale

JUNE 6, 2022

Your Business Insurance. Finding the right business insurance for your venture is no easy task. It’s no surprise that platforms such as coterie , which make insurance purchases fast, effective, and data-driven, are backed by A-rated licensed insurers. So find yourself an insurer that’s got your back!

Insurance 78

Insurance Insurance Hiring Jigsaw 78

Zoominfo

SEPTEMBER 19, 2018

Think about it, each department within your company is responsible for a different aspect of the customer journey. For example, your UX and UI team may use NPS to gauge product usability whereas the customer service team might use NPS to measure each customer interaction. Financial Services: 46. Insurance: 42.

Promotion 150

Promotion Scale Referrals How To 150

Cincom Smart Selling

DECEMBER 12, 2023

Today’s customer communications solutions for insurers integrate with core platforms to help drive greater value and a better customer experience (CX) in a way that’s flexible and easy to maintain. Insurers face evolving challenges like regulatory compliance, competition, and growth opportunities. But all that’s changed.

System 62

System Customer Insurance Insurance 62

Crunchbase

SEPTEMBER 21, 2020

Giggers are responsible for their own tax documentation, their own retirement plans, and finding their own health insurance, for example. Here’s one simple example: Having bilingual customer service representatives on your staff may just be business as usual to you, but it’s probably not a footnote to a Spanish-speaking gig worker.

Penetration 134

Penetration Segment Demographics Benefit 134

Smooth Sale

FEBRUARY 4, 2022

Protect Yourself with the Right Insurance. First of all, make every effort to ensure that the proper insurance protection is in place. Many businesses get hit with huge bills and expenses because they didn’t take the necessary steps to protect themselves with the relevant insurance. . Against Unnecessary Expenditure.

Insurance 78

Insurance Insurance Face-to-face Hiring 78

Nutshell

DECEMBER 2, 2020

An ideal customer experience might look something like this: they purchase your product or service to solve a pain point that they have. Along the way they contact your customer service team, get a question answered and learn about another way that your product adds value to their life or business.

Customer 83

Customer Social Media Customer Service Insurance 83

Cincom Smart Selling

JANUARY 31, 2025

How does the platform automate routine customer service tasks? Can you set up automated triggers for customer engagement based on specific behaviors or data points? Does the platform come with machine learning tools to analyze customer sentiment and predict future needs? What is the comprehensive process?

Customer 48

Customer Scale System Insurance 48