Module 3: Boost Your Inbound, New Business Closing Rate

The Take Away

Learn to quickly and diplomatically disqualify low probability prospects, connect more deeply with the remainder, and close more of those who are right for your agency.

By the end of this module you will…

1.       Easily identify and release prospects whose only interest is the fastest, cheapest price without regard to proper coverages or a strong advisory relationship.
2.       Stop the “copy-quote-pray” cycle of copying declarations pages, quoting price and praying you are cheaper.
3.       Customize and internalize five high-gain questions to ask before you even start the quoting process.

The Practice

  1. Develop a talking points template to win more new business inquiries.
  2. Clarify and articulate why a prospect should do business with you.
  3. Practice trial closing during key steps along your quoting process

The Toolkit

  1. Fill in the blanks Current Intake Question Inventory
  2. Fill in the blanks Value Beyond Price Worksheet
  3. Fill in the blanks Business Differentiator Worksheet
  4. Fill in the blanks Role-Play Worksheet
8 Lessons