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marketing and sales.

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Prospecting

Fill your pipeline with targeted prospects.

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Marketing

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Sales

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Leadership

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Agency Blog | Crushing Mediocrity

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Employers and employees are tired of all the changes the pandemic has brought

How many of you have ever put together a proposal for a prospect, and the more you worked on it, the more excited you got? By the time you have it finalized, it's all you can do to not run over to their office right away. After all, it is SO OBVIOUS that you have the right solution for them. There is NO WAY they could say "No." This one is in the bag!


The Impact of Change Fatigue on Your Sales Efforts

 October 19, 2020
Insurance agencies can be confused about which to use: marketing or prospecting

Filling a sales pipeline shouldn't be left to one person or one group in your agency. While many agencies were built around rugged individualism back in the day, it's hard to be a lone wolf and find that same success in B2B sales today. Now it takes a multipronged effort and a little understanding of some foundational principles.


Prospecting or Marketing: Which Fills the Pipeline Better?

 October 12, 2020
The Power of the 2nd Question

Hey guys, how are you doing today? No really, how are you doing today?


The Power of the 2nd Question

 October 5, 2020

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Prospecting

Not all prospect pipelines are created equal. Do you know what separates a good pipeline from a bad one? The quality of the prospects in it: Where they came from and what they look like.

Learn how to identify the right prospects that will help grow your book of business.

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Marketing

Your prospective clients will visit your website, your LinkedIn profile, and/or search for you online. What will they see? Is it a compelling story that makes them want to learn more? Or is it just another version of the same story they have from their current broker?

Use your marketing activities to get people excited about having a conversation with your sales team.

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Sales

Employers are tired of the same old conversation about a census and a spreadsheet. Consultants who bring a different conversation are seeing different results. Uncover their needs and opportunities through educational discovery and prioritized advice.

Win new business by moving leads through the sales pipeline and converting them into clients.

Earn the business

Leadership

The best leaders make difficult decisions and hold team members accountable to defined processes and high standards. But more importantly, they have a clear vision of where they’re leading the team and approach their role from a position of gratitude and goodwill.

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Q4Live is a networking conference for forward thinking benefits advisors. We gather together about every nine months and share ideas, strategies, how-tos, and how-we-did-it stories. Learning new ideas is great, but knowing how to put them into action is critical for your success with clients. This is where you get the inspiration and the knowledge to pair the idea with the action.

Learn new strategies for connecting with employers in a more effective way and network with other industry-leading advisors and solution providers.

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