Knowing who your target audience is may seem like a no-brainer, but it’s easy to overlook. Stick with what you know and then look for more. Has your business been successful in winning bids for offices or perhaps warehouses? Seek out more of those facilities and when...
Read MoreLacey Life Insurance Solutions Builds More Relationships and Gains More Clients
Company Background: Founded by Chris Noto in 2020, Lacey Life Insurance Solutions LLC is an insurance agency located in New Jersey. The company offers life, long-term care, and disability insurance. Executive Summary: For a little over a year, Chris Noto has been on...
Read MoreHow to Find Employees for Your Insurance Agency
Wondering how to find employees for your insurance agency? Look around! When you start an insurance agency, you have to think about who’s going to work with you. You might want to have other insurance agents at your office to help you cover the region. Also,...
Read MoreAutomating Different Stages of the Sales Process
The sales process contains many moving parts. Reps must be able to handle new leads, following up with recent quotes, cross selling to current customers, trying to win back past business, and more, simultaneously. Dealing with potential clients at different...
Read MoreAutomating your cross selling process
Your biggest goldmine of potential business is already sitting right in front of you – your book of business. Think about your new lead follow up process for a moment. Now think about how you follow up with your customers. It’s easier and less...
Read MoreA User’s Guide to Blitz
When logging into Blitz, it is important to have a plan. Knowing what to check, what you are responsible for, and who you should be following up on is step one to creating an effective strategy for sales. Below are some general tips and scenarios that will...
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