Insurance Advisors.
Success in the Insurance Sales Profession lies in focusing on activities that are truly productive. Basically, having more leads and more closing opportunities. The most productive activities are those activities that make up the sales cycle and that are regularly distinguished because they are the ones in which you are in contact with a Prospect or Client to help them protect those they love most.
That is very easy when you start this career, but as your portfolio grows and the after-sales service increases, it is very easy to lose track of productivity, even if you feel that you work a lot but in activities that you can delegate.
Can you imagine what would happen if in a soccer game, goals or fouls were not counted, or in a basketball game, baskets, assists and blocks were not measured?
Well, that's how important it is that you measure your sales activities. By doing so, you will accomplish two things:
1. You are going to focus on what is truly important in your activity as an Advisor.
2. The more productive activities you register, as by "magic", you will see an increase in your results, that is, more sales, more customers and therefore, more money and prizes for you.
Most Successful Advisors keep records of their activity because they know that from action to action, they are getting closer to their goals. They know that if they have new referrals and meet with them, the probability of closing increases.
Those activities that are really productive are called "Green Time" and while your schedule is full of "Green Time" activities, I assure you that your sales will increase.
Has it happened to you that you want to keep track of your activities but you can't do it constantly? Many times that happens because you do not have the necessary tools at the right time. Either because after an appointment with a client you no longer returned to your office or simply because the registration forms are not at hand.
Well, that's a thing of the past !!!
Today, the record of your productive activities, you can have at your fingertips. + Sales, is an application that allows you, among other things:
• Set up your own productive activities (Green Time)
• Assign them a point value, according to your own goals
• Keep a record, just when you carry them out.
Give yourself the opportunity to record your activity constantly and in no time you will see the results for yourself.
It doesn't matter if you have a lot or little time in this beautiful career. We are sure that having this good habit will be a watershed in it. You will be an Advisor before and an Advisor after helping you with this tool to focus on the important activities of your profession.
The success of keeping a record depends on the ease of use. + Sales will allow you, from your cell phone, to record the activity just when it happens, no matter where you are. Forget having printed forms, waiting at the end of the day to record your activities. DO IT JUST WHEN IT HAPPENS.
In addition, you will be able to see reports by period of time and export them to Excel to use them in your strategic planning.
You will see that your income will have an increase proportional to the number of activities that you are registering daily.
If you are a New Advisor. It will help you create the good habit of recording your activity and you will make this profession the profession of your life.
Are you an experienced advisor? Achieve better results by focusing on that Green Time consistently and regularly.
At the end of each day, you will be able to say that you had a really productive day, if you reached or exceeded your registration goal.
We will be implementing new functionalities. Your recommendation, suggestions and comments will be of great help to us in making this tool an excellent ally in achieving your goals.
Success in the Insurance Sales Profession lies in focusing on activities that are truly productive. Basically, having more leads and more closing opportunities. The most productive activities are those activities that make up the sales cycle and that are regularly distinguished because they are the ones in which you are in contact with a Prospect or Client to help them protect those they love most.
That is very easy when you start this career, but as your portfolio grows and the after-sales service increases, it is very easy to lose track of productivity, even if you feel that you work a lot but in activities that you can delegate.
Can you imagine what would happen if in a soccer game, goals or fouls were not counted, or in a basketball game, baskets, assists and blocks were not measured?
Well, that's how important it is that you measure your sales activities. By doing so, you will accomplish two things:
1. You are going to focus on what is truly important in your activity as an Advisor.
2. The more productive activities you register, as by "magic", you will see an increase in your results, that is, more sales, more customers and therefore, more money and prizes for you.
Most Successful Advisors keep records of their activity because they know that from action to action, they are getting closer to their goals. They know that if they have new referrals and meet with them, the probability of closing increases.
Those activities that are really productive are called "Green Time" and while your schedule is full of "Green Time" activities, I assure you that your sales will increase.
Has it happened to you that you want to keep track of your activities but you can't do it constantly? Many times that happens because you do not have the necessary tools at the right time. Either because after an appointment with a client you no longer returned to your office or simply because the registration forms are not at hand.
Well, that's a thing of the past !!!
Today, the record of your productive activities, you can have at your fingertips. + Sales, is an application that allows you, among other things:
• Set up your own productive activities (Green Time)
• Assign them a point value, according to your own goals
• Keep a record, just when you carry them out.
Give yourself the opportunity to record your activity constantly and in no time you will see the results for yourself.
It doesn't matter if you have a lot or little time in this beautiful career. We are sure that having this good habit will be a watershed in it. You will be an Advisor before and an Advisor after helping you with this tool to focus on the important activities of your profession.
The success of keeping a record depends on the ease of use. + Sales will allow you, from your cell phone, to record the activity just when it happens, no matter where you are. Forget having printed forms, waiting at the end of the day to record your activities. DO IT JUST WHEN IT HAPPENS.
In addition, you will be able to see reports by period of time and export them to Excel to use them in your strategic planning.
You will see that your income will have an increase proportional to the number of activities that you are registering daily.
If you are a New Advisor. It will help you create the good habit of recording your activity and you will make this profession the profession of your life.
Are you an experienced advisor? Achieve better results by focusing on that Green Time consistently and regularly.
At the end of each day, you will be able to say that you had a really productive day, if you reached or exceeded your registration goal.
We will be implementing new functionalities. Your recommendation, suggestions and comments will be of great help to us in making this tool an excellent ally in achieving your goals.
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