In addition to the guidebook and two software
programs, you also get the following ready-to-use / ready-to-customize
Microsoft® Word templates. We've done all
the work for you. All you have to do is use them with your new producer!
6 flash cards for sales training.
1 agency marketing intern program.
1 bus. ins. sales satisfaction survey.
1 producer’s commercial client survey.
1 commercial sales call planner.
1 producer’s no-sale survey.
1 personal lines referral request form.
1 insurance value statement.
1 pro and con worksheet.
1 sales buddy criteria & activity list.
Agency Ideas . com >> P&C insurance sales ideas,
marketing tips, cross-selling tools, and producer management software.
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Templates
