Introducing the
Business Development & Marketing Center
Membership Add-On
Quarterly Training Program
Like our other core programs, once a quarter we'll launch a 4-session training program. Sessions will be bi-weekly and track with ProducerFit.
Special BDMC-Only Breakouts
During our Monthly Sales Meetings and Quarterly Sales & Service Meetings, your BDMC will have a special breakout session.
Quarterly Pipeline Retreats
Once a quarter, your BDMC will receive access to a new Pipeline Retreat. Complete with planning guides, templates and ROI calculator.
Tools & Templates
The BDMC participants will have access to special tools and templates that other members do not have access to.
The Business Development & Marketing Center is the last piece of the puzzle most agencies are missing.
We're excited to announce the latest enhancement to our Sitkins Network membership. The combination of sales and marketing is crucial in business! Without marketing, it would be challenging to generate leads and promote your brand in the marketplace, and without sales, all your marketing efforts would be for naught. As an agency leader can say you have a solid marketing plan underpinning your producers, your organic growth, and your producer Green Zone efforts? If not, BDMC may be the right fit for your agency.
What is the BDMC & why is it so important?
The BDMC streamlines agency sales processes. By handling tasks such as CRM data entry, producer scheduling, follow-up emails, event planning and marketing campaigns, this role provides consistent marketing while sales leaders focus on coaching & accountability and producers remain laser focused on Green Zone activities.
Sitkins provides the tools, resources, templates and how-to guides to walk an agency through the most effective internal and external marketing programs resulting in significantly increased sales capacity.
Book a CallQuarterly Training
Session 1
- Onboarding Discussion
- Review of ProFit Session 1 & how BDMC supports sales
- BVP BDMC Version
- Show/explore Sitkins resources
- How agencies should pursue business in today’s market climate.
Session 2
- Review of ProFit Session 2 & 3
- How does the BDMC Support the sales team and what they are learning?
- Unique Abilities
- Activities vs. Results
- 80/20 Overview
- PPS
- HPTs
- 12% Factor
- Deep Dive into Quarterly Pipeline Retreat Planning
- Q&A
Session 3
- Review of ProFit Session 4 & 5
- How does the BDMC Support the sales team and what they are learning?
- Upfront Prep
- 30-Second Commercial
- Exit Barriers
- Full-Time Clients
- Relationship Management
- Spear Proofing
- Update on QPR planning
- A&B Account Blitz Planning - preview of what Producers are going to learn next week.
- Q&A
Session 4
- Review of ProFit Session 6 & 7
- How does the BDMC Support the sales team and what they are learning?
- Future Ideal Client Pipeline Development
- Targeted Account Strategy Plans
- Reverse Referral
- Opening New Files
- PODS
- Update on QPR planning & Account Blitz Planning
- Reverse Referral Tri-fold
- Q&A
Other Exclusive Resources
Special BDMC Only Breakouts
During our Monthly Sales Meetings and Quarterly Sales & Service Meetings, your BDMC will have a special breakout session.
Quarterly Pipeline Retreats
Once a quarter, your BDMC will receive access to a new Pipeline Retreat. Complete with planning guides, templates and ROI calculator.
Tools & Templates
The BDMC participants will have access to special tools and templates that other members don't have access to.
Return on Investment
The BDMC is an add-on to your Sitkins Network membership. As an agency leader, you have chosen to invest in yourself and your colleagues by becoming a Sitkins member. If there are not marketing resources and functions in place, it serves as a distraction to producers as they must conduct marketing work to promote their personal brand and your agency brand in your marketplace. With the BDMC, sales processes are consistent and standardized across the agency which allows the highest ROI on your investment in your Sitkins membership, resulting in your Best Version Possible.
The BDMC is $1,250/month. We guarantee you'll generate many times more than that per month in new sales.
Book a CallAbout Kari Glennon
Kari is a true sales & marketing professional within the insurance industry with nearly 25 years of experience. The majority of those years were spent in the independent agency world. She has been an owner and partner of a firm, perpetuated her firm externally, and spent time as the Chief Sales Officer for one of the largest middle-market insurance agencies in the nation.
Next Steps
If you interested in finding out more about how your agency can benefit from the BDMC, pick a date and time that works for you to to book a call with Kari Glennon.
- Must have an active Sitkins Network membership
- You do not need to have someone currently in this position. We have helped agencies with the hiring process as well.
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5237 Summerlin Commons Blvd
Suite 107
Fort Myers, FL 33907
239.337.2555 | 877.SIT.KINS