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Home » Reporting

customer retention

5 Expert Customer Retention Strategies for 2020

by Guest Blogger | Jul 17, 2020 | Coaching Sales People, CRM, CRM/Contact Database

Customer retention doesn’t have to be hard! Here are 5 expert customer retention strategies in 2020 you can use to create a loyal customer base. Most businesses spend a significant amount of time reaching out to new customers and much less time on trying to keep...

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Turo Car Sharing

Turo Car Sharing: A Growing Opportunity for Insurance Agents

by Claire Jenq | Mar 10, 2020 | Sales Opportunities

Turo car sharing is the hidden opportunity most insurance agents don’t think about, but should. Here’s how your agency can adapt to the sharing economy. “We don’t have anything available for you right now, but we can refer you to our partners....

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onboarding checklist

How to Create an Onboarding Checklist that Combats Turnover

by Claire Jenq | Nov 27, 2019 | Best Practices, Coach & Train, Coaching Sales People, Tips

The right onboarding checklist will help your employees produce sooner, understand their roles better, and remain with your company for longer. You know how to write job descriptions, how to interview applicants, and how to pick the best one. However, you struggle...

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how to motivate a weak sales team

How to Motivate a Weak Sales Team

by Claire Jenq | Sep 12, 2019 | Best Practices, Coach & Train, Coaching Sales People, Motivating Staff, Sales Team Management, Tips

Editor’s note: Each year we encourage current and future college students to submit an essay to us in the chance to win an $1,000 scholarship. Our winner this year is Tony Wang, whose essay about, “How to Motivate a Weak Sales Team,” impressed our...

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life sales

Here’s How You Can Close More Life Sales This Year

by Mark Moss | Apr 12, 2019 | Best Practices, Sales Opportunities

Here are some tips to help you close more life sales this year. It’s on to quarter number two! How’s the year coming? Are you on pace for your life insurance goals or quotas? Life insurance is one of the hardest insurance products to sell. In fact, those agents who...

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easy sales

Luck of the Irish or Just Skill? How You Can Make Easy Sales Now

by Mark Moss | Mar 12, 2019 | Sales Opportunities, Tips

Making easy sales takes more than luck!Top o’ the morning to you!Can you smell that? That faint scent of sweetness in the air? Yes, spring is about to unfold! However, that’s not the smell we’re referring to. If you’re a hunter, you know the smell. It’s the smell of...

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