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Posts Tagged: digital

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Chase Beach
salesdigital

Chase Beach: The Specific Process Updates That Modernize Your Agency (Part 2)

05/20/2021 · 6 min read

Four process updates: discovery that opens with what the prospect already learned, presentation that hits only the three things they care about, value-based follow-up on a three-touch sequence inside 48 hours, and a digital referral layer. Run one update at a time for 30 days and measure.

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Chase Beach
salesdigital

Chase Beach: A 21st Century Approach to the Insurance Sales Process (Part 1)

05/19/2021 · 5 min read

Modern prospects arrive pre-researched. Update the sales process: start with a strong digital footprint, contact inbound leads in minutes, run a discovery that asks what they've already learned, then fill the actual gaps. Trust is built fast through consultant-level honesty, not scripted objection handling.

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