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Posts Tagged: Shelter-Insurance

2 posts found

Teaching the Process: Dan Elzer on Training, Coaching, and Sustaining Sales Excellence at Shelter Insurance (Part 2)
sales-processShelter-Insurance

Teaching the Process: Dan Elzer on Training, Coaching, and Sustaining Sales Excellence at Shelter Insurance (Part 2)

12/03/2021 · 5 min read

A sales process you can't teach is just a document. Dan Elzer gets specific in Part 2 about how to train producers to execute a consistent sales process, how to use process data for coaching, and what it takes to sustain quality over time.

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Sales Process as Your Shelter from the Storm: Dan Elzer on Bringing Order to Agency Chaos (Part 1)
sales-processShelter-Insurance

Sales Process as Your Shelter from the Storm: Dan Elzer on Bringing Order to Agency Chaos (Part 1)

12/01/2021 · 5 min read

Dan Elzer built his career at Shelter Insurance by systematizing what most agents leave to chance. In Part 1, he breaks down why a documented sales process is the single most powerful tool for managing the chaos of a growing agency.

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