Producer Zone

What is a Successful Sales Strategy?


 As an insurance agent, you've probably heard the "Always Be Closing" sales strategy. But in an increasingly complex, digital world, there is more to strategic selling than just focusing on a close.

Topics: sales support sales strategies successful sales strategy

STM Sales Suspension

The Department of Health and Human Services has released new regulations restricting the sale of short-term plans so that the maximum duration cannot exceed 90 days.

Topics: sales support

4 Sales Mistakes and How to Avoid Them

Selling insurance can be challenging, but you'll have an easier time finding success if you avoid common mistakes that cause agents and brokers to lose out to the competition.

Topics: sales support sales strategies

How to Increase Customer Loyalty Using the Buyer Experience Lifecycle

In 2013, Dimensional Research and ZenDesk reported in a survey that 62% of business-to-business and 42% of business-to-consumers purchased more after a positive experience. 95% of respondents having a bad experience said they told someone about it.

Creating consistent and positive experiences for customers can be difficult for a business to achieve. In this article, you will learn how to use the Buyer Experience Lifecycle business model to create a stream of income that generates long-term customers who make multiple repeat purchases and word-of-mouth referrals. You will also gain insight into your customer’s experience so you can understand and satisfy them better than anyone else.

Topics: sales support online marketing

Helping New Employees Acclimate to Your Work Culture

Being a new employee in any office or job is intimidating. As a supervisor, manager, or boss, it is part of your job to help new employees acclimate to the culture and environment of your office. You help set the tone of the entire office, and this new hire is relying on you for support and guidance.

Onboarding a new hire can be difficult. Here are helpful tips on helping new employees acclimate to your work culture.

Topics: sales support insurance producers

Meeting a New Client for the First Time

Meeting a new client for the first time can be an intimidating experience. Regardless of how long you have been working in sales where meeting with clients is the norm, you probably still get a little nervous right before a big, new meeting. To calm your nerves, you should keep in mind that both you and the client want the meeting to work favorably for both parties—this is why you got in touch in the first place. Your first impression is still crucial, of course, since behavior can potentially make or break a deal. Your new client meetings can happen in a variety of different settings that can affect both your behavior as well as the client’s, so you’ll need to be able to make a good first impression no matter the situation. Here are a few ways in which you should act in different settings.

Topics: generate leads sales support insurance agents insurance brokers insurance producers

Insurance Definitions: In Plain Language

Insurance definitions can be really confusing. Many companies fill brochures will technical jargon, buzz words, and insurance terms that no one really understands. Insurance definitions should be simple and easy to comprehend because understanding health insurance is crucial. Below, you will find a list of common insurance words and definitions that are easy to understand.

Topics: sales support insurance insurance definitions insurance language insurance lingo

How to Effectively Communicate with Clients

In most cases, being able to communicate with clients can make or break a deal. Learning to speak properly and persuasively can be the reason that you become successful or not. Taking these tips into consideration can help you communicate with clients and improve sales.

Listen. The most important thing is that the client is aware that you are listening, and recognizes your interest in their concerns, along with actually listening as well. Engage, nod, and respond with "I see", for example. Listen to their entire concern before you interrupt or jump in with your own thoughts and ideas.

Topics: sales support

Asking for a Referral: The How To Guide

Referrals make up a good portion of lead generation. With social media being more and more popular and influential in business, referrals are often easy to get. Referral programs are utilized by many businesses and referral marketing is easy to push with “retweets” on Twitter and the “share” option on Facebook. But is there a proper way to ask for a referral? Below, you will find a quick guide to asking for daily referrals.

Topics: leads sales support online marketing referrals lead generation

How to Generate Leads for Better Sales Through Social Media

Facebook, Twitter, LinkedIn, and blogs are not just social channels anymore. Internet users are spending more time on Facebook than any other web brand combined! These platforms work well for marketing, communicating, and sharing knowledge. If you use social media correctly, you can use it to your advantage and generate leads for sales.

Before you begin to generate leads properly on the web, you must be aware the issues and concerns that social media brings to the table. As you increase your social media activity you will increase the marketing ‘noise’ around your brand, which makes it harder to stand out. Not having a strategy leads to not bringing in the right leads and may bring no leads at all. Most businesses engage with their leads initially, but don’t have a long-term strategy in place to convert their fans into sales. All of these issues can be avoided if you use social media properly to your advantage to generate leads.

Topics: generate leads sales support social media social media marketing