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Pipeline Development

clients pipelines sales Feb 14, 2020
 

Core Strategy of Agency Success

Available Now! Access Brent Kelly's new ProFit Tip video and podcast episode for the seven core strategies of agency success we teach and preach at Sitkins Group, Inc.

PODs and New Files 

Is your pipeline full of Future Ideal Clients, or do you have what Brent calls a Database of Hope? In this episode, Brent shares three ProFit tips to help you develop a pipeline that is overflowing with ideal clients only. 

The Agent Leader podcast, is available on iTunesStitcher or Soundcloud.

The one event in 2020 you don't want to miss! 

If you like Brent's ProFit Tips, don't miss the chance to see him in person at ProFit Networking, March 11-13 in Cape Coral, FL. 

Do it now! This event will invigorate and inspire you. The agenda is packed with extraordinary speakers, mastermind discussions, and networking time. 

Florida sunshine. Swaying palm trees. Gulf breeze. You're welcome.

Clear the clutter...

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Crafting the Perfect Sales Pipeline

FOLLOW THESE STEPS TO IDENTIFY, TARGET, AND WRITE YOUR BEST PROSPECTS

In organizing and presenting more than 100 producer training programs with more than 3,000 participants, I’ve recognized a highly predictable “producer’s improvement cycle.” Although I’ve mentioned this topic in previous articles, I believe it merits deeper discussion.

To summarize: The cycle starts with an improvement in the conversion rate and then the closing ratio, followed by revenue per sale and finally the quantity and quality of “at-bats.” Let’s take a closer look at each of these areas of improvement.

  • Conversion Rate. This is the percentage of first appointments that lead to a second appointment. The first appointment on a mid-sized to large commercial account should occur on the six-month anniversary of the account. The goal of this meeting is to tell a story of differentiation that creates some “wows”—and some pain issues—with...
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5 Steps for Effective Client Retention

clients retention Mar 22, 2018

“Your Best Clients are your Competitions Best Prospects”

It’s easy to take for granted the things we value the most. This is especially true with relationships, including the relationships we have with our best insurance clients.

In 1988, the long-haired, shrill sounding rock band, Cinderella, released the song, “Don’t know what you got until it’s gone.” If you are a fan of metal ballads from the 80’s this one will bring back memories. Although this song was about losing a lover, the message holds true for insurance agencies losing their top clients as well.

Have you ever had a “lifetime” client that you assumed would never leave, and then unexpectedly moved their business away from your agency? As an agency coach, I see this happen too often and I have also learned this the hard way from my own personal experience.

Midway through my insurance production career, I wrote a $15,000 revenue account for several years. We had a...

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What Do You Owe Your Clients

client retention clients Mar 08, 2018

Over the years, I’ve asked thousands of independent agency owners and producers the same questions: What do you owe your clients? What value do you bring to them?

I’m amazed at how many people have never even considered these questions. Apparently they’ve never sat down as an organization to discuss their obligation to clients or given much thought as to whether they provide them any substantial benefits or advantages (e.g., value).

Often owners and producers confuse what they owe clients with the following empty claims they make during presentations:

Great Service.
Of course you provide this! You’d never say, “We give good service.”

All of the Carriers.
OK, so you represent a ton of companies. Doesn’t everyone?

All of the Best People.
This statement drives me crazy: “We have the best people in the business.” As if there were some vortex in the universe that magically opened and all the best people in the industry fell into...

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