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Introducing a New
Software Program by Insurance Automation & Marketing Consultants,
LLC ... The Sales Assistant!
The Sales Assistant
Fits The Profile For Two Types of Agencies ...
Profile #1: The
Agency Who Needs a System To Handle The Sales Process of New Leads,
Prospects, X-Dates and Even Customers! The Sales Assistant will help you
sell more policies by making sure nothing slips through your
fingertips while tracking your results! Here are a few sales
specific features in the Sales Assistant ...
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Assign contacts to
a specific marketing group. Contacts can be assigned to an
unlimited number of marketing groups. Have a group for
drip marketing, process marketing, to receive a newsletter or to
manage your Christmas card list. Can even sub-group them
by temperature!
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You can set a
follow up date and time so you know who to call, when to call
and why you're calling them ... sitting down to make your daily
calls is easy.
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The sales process is not only client driven
but also product driven. What that means is if you're
trying to sell more than one product each product has its own
process and tracking system so nothing slips through your
fingertips ... this is very powerful and an extremely effective
way of marketing multiple product lines to the same person!
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X-Date management
guaranteed to turn X-Dates to Customers.
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Up-selling
strategies ... find policies by LOB with low coverages and
market to all of them at the same time to increase their
coverages.
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Cross-selling
strategies ... Has auto but doesn't have home? Email, mail
or call them regarding the advantages of having both policies
with you!
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The Sales Assistant offers "keep in touch"
strategies with a special emphasis on the two most effective and
successful marketing strategies in the business world ... "Drip"
marketing and "Process" marketing. If you don't know what these
two strategies are you're loosing a lot of money!
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Capture all family
members and their birthdays ... birthday list for birthday cards
or market age oriented products like LTC or auto policies
specific for seniors. Don't forget the child that just
turned 18 who may need his/her own policy now.
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Capture profile
information to further increase your opportunity to sell
policies.
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Phone scripts are a
button away! Don't take a chance your CSR's/Producers
aren't using the right words. And by the way, a CSR script
would be completely different than a producer's phone script!
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Sales is a process.
When you have a defined sales process you'll massively increase
your odds of closing the sale. Click on the "Sales
Process" button and make sure your team is following the time
tested proven sales process and close more sales!
Run statistical reports to make see how your sales process is
working, then tweak the process as needed.
Profile #2: The
Agency Who Needs an Automation System and Doesn't Need ACORD Forms,
Full Accounting or Downloading! The Sales Assistant has
the other key components -- plus a few more -- of a full agency
management system ... policy management, hyperlink to the carriers
website from the policy, notes, follow ups,
correspondence, imaging, basic and advanced marketing, sales process
management, producer
management including producer licenses tracking, and much more!
The Sales Assistant
Was Developed & Written By Bradley Chesnut, Insurance Automation
Consultant with 20 Years of Insurance Automation Experience! |