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Context

Context. A DRC Sales team arrive at their daily team huddle where the manager is introducing a new sales strategy. Good Morning Team. There is a new DRC sales initiative. As a Sales team, we will begin to generate Life leads from our new and existing customer base. Pause. Context.

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Context

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  1. Context A DRC Sales team arrive at their daily team huddle where the manager is introducing a new sales strategy. Good Morning Team. There is a new DRC sales initiative. As a Sales team, we will begin to generate Life leads from our new and existing customer base. Pause

  2. Context Life Leads? Thanks, but my customers don’t need life insurance. I don’t know anything about life insurance, how do you expect me to do that? I don’t get credit for life insurance. How is this helping me? Pause Back

  3. Context Team, I hear you and definitely can understand your concerns. During this huddle we will address your questions, concerns, and provide you with the tools your will need to generate life insurance leads with your customers. So lets get started! Pause Back

  4. Context Offering life insurance is more than something you should do. It’s your responsibility. When you make the “life offer,” you’re helping protect families from financial loss that would accompany premature death. Having life in the household is also good for the business. Why? A recent Liberty Mutual study shows that selling life improves customer retention and customer satisfaction. Pause Back

  5. Context One of the hardest things about life insurance leads is recognizing the signs of a potential lead, so let’s practice. Pause Back

  6. Challenge Help the sales team members identify Liberty Mutual life insurance leads. Pause Back

  7. Activity Customer Profiles Sue West Jack & Jill Dr. Bill Monroe Family Edna Smith This box would contain the customers auto insurance profile: Insurance Company, Limits of Liability, years with the company, and additional misc. info like accidents. This box would contain the customers home insurance profile: Insurance Company, value of the home if applicable, years with the company, and additional misc. info like claims. This box would contain the customers personal liability insurance profile: Insurance Company, value of the policy if applicable, years with the company, and additional misc. info like claims. Main Exit Back Reference Help

  8. Activity This box will contain the customer synopsis that will highlight target clues of a potential life insurance referral. Edna Smith How do you wish to proceed? Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Step 1 Drag to hear Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Step 2 Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Step 3 Drag to hear Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Step 4 Drag to hear Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Next Main Exit Back Reference Help

  9. Feedback Customer Profiles Jack & Jill Sue West Dr. Bill Monroe Family Edna Smith This box would contain the customers auto insurance profile: Insurance Company, Limits of Liability, years with the company, and additional misc. info like accidents. This box would contain the customers home insurance profile: Insurance Company, value of the home if applicable, years with the company, and additional misc. info like claims. This box would contain the customers personal liability insurance profile: Insurance Company, value of the policy if applicable, years with the company, and additional misc. info like claims. Main Exit Back Reference Help

  10. Feedback This box will contain the customer scenario synopsis that will highlight target clues of a potential life insurance referral. Edna Smith How do you wish to proceed? Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Step 1 Drag to hear Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Step 2 Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Positive or negative feedback will appear. Step 3 Drag to hear Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Step 4 Drag to hear Loremipsum dolor sit amet, consecteturadipisicingelit, sed do eiusmodtempor Next Main Exit Back Reference Help

  11. Activity Reference text (included for those who want to read): This is a tab will include the WIIFM from a DRC perspective , statistics supporting the importance of the life sale, and suggested verbiage with common customer scenarios for life referrals This tab will also include the option to print a QRG at the reps discretion.

  12. Feedback • Positive feedback includes: • An immediate pop-up text to reinforce why the step they selected is correct. • Progress indicators on the completed customer profiles: red X if not a referral and a green check if it is. • Customer’s will provide a positive closing statement once all the correct steps are placed in order • Negative feedback includes: • An immediate pop-up text to reinforce why the step they selected is incorrect. • Delayed feedback includes: • During the supervisor recap there will be a notepad indicating the key components that indicate a liberty life insurance lead.

  13. Review Let’s Review. Exit Pause Back

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