Building a Powerful Sales Team with Effective Processes & Tools
As an organization that advises on and sells health insurance and benefits, you know the value of having clearly defined and documented sales processes — ones that any new agent or employee could come in and pick up immediately. You also understand the importance of tracking leads and deals from start to close in order to gauge the effectiveness of your marketing and sales initiatives, determine potential revenue, set benchmarks, and easily examine your team’s productivity.
However, many sales tools aren’t designed specifically for your industry and aren’t connected to other tools your team utilizes. Thus, creating manageable and effective processes and finding the right technology for your agency can be difficult.
In this guide, you’ll learn how to close more deals by choosing the right sales methodology and processes. You’ll also get a glimpse into AgencyBloc’s AMS+ solution, which provides sales-specific tools for health insurance agencies and uplines. AMS+ is part of AgencyBloc’s Plus Suite of industry-specific solutions for health insurance organizations.