Shelter-Insurance

Posts Tagged: Shelter-Insurance

2 posts found

Dan Elzer on Sustaining Sales Excellence at Shelter (Part 2)

12/03/2021 · 5 min read

Train sales process through deliberate practice, then verify execution with live call observation, recorded conversations, and documented discovery notes. Give specific feedback tied to specific moments. Run monthly role-plays and quarterly call reviews. Process decays in three to six months without reinforcement.

sales-processShelter-Insurance

Dan Elzer on Bringing Order to Agency Chaos (Part 1)

12/01/2021 · 5 min read

A documented sales process drives consistency and conversion by fixing structural errors in ordinary client conversations. Standardize stages (qualification, discovery, presentation, objections, close, follow-up). Let individual style fill the structure. Document every conversation so cold leads stay continuable.