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insurance sales strategy

4 Ways to Stand Out at Every Stage of the Sales Process


Could not agree more with the idea of making your presentations more personal and telling meaningful stories. I think the number one thing we need to do is acknowledge the customer's issues and challenges - the reason we are there to help them - BEFORE sharing our great company stories, customer logos and accolades. Work those in after you have established credibility in your understanding of the customer's challenges. Then demonstrating your own credibility is much easier.

Original Article:

“Personalization” is a major buzzword in insurance sales. But it’s also a very misunderstood term. For many independent agents, personalization means putting the client or prospect’s name on the front slide of a presentation deck. But more and more research shows this isn’t enough. An overwhelming 90% of U.S. consumers find personalization appealing, according to Statista. But 92% of consumers
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