Exclusive Sales System of The Sitkins Network - Private Client Group
In an industry where direct writers are spending billions of dollars annually to tell your clients and future ideal clients, that they don't need you, it's getting harder and harder to stand out from the crowd.
But what can't be replaced is the human connection. At the end of the day, people still want to know that they matter, are cared for and protected.Download Our Overview Guide
- Know exactly who's supposed to do what and when
- Implementation action plan
- Presentation & editing tips
Easy to use Templates
- Formatted in Word for easy merging
- Templates for letters/emails, workbooks & marketing materials
- NEW! Virtual Presentation templates
- Regular system updates
- Live role play scenarios from Roger Sitkins & Brent Kelly
- Practice time for Produceres
Our system is designed to be easy to use, from initial marketing to sales to continuations.
- Color-coded flow chart
- Technical instructions
- Action Plan template
- The 12 Questions your current insurance agent hopes you never ask flyer
- "The Big Story" press release template
- Referral introduction letter template
- Points to Ponder flyer
- The Risk Management Iceberg poster
- Appointment confirmation templates
- Executive Briefing template
- The Risk Assessment Workshop template
- The Risk Management Plan template
- Follow up letter templates
Continuation Process Materials
- Promise Report template
- Quarterly online workshops with Brent Kelly and/or Roger Sitkins. For both skill practice and system updates.
Introduction to the selling system really starts at ProducerFit. Once your Producers have completed that program, they will leave with the mindset and clarity of how the selling system works and why it's so important.
From there, we do suggest that you assign someone in your agency to be in charge of implementation. They will:
- Become familiar with all the materials
- Hold a joint meeting with Producers & management to identify the value added services that you currently provide and any that should be added
- Document process for service delivery
- Customize the documents to your agency: add logo, list of services, etc.
- Introduce the new system to your entire agency
- Hold regularly scheduled practice sessions for your Producers
How to get our selling system
- Complete the application for The Sitkins Network - Private Client Group
- Schedule a discovery call with Brent Kelly
- Decide if membership is right for your agency
- Producers complete ProducerFit
Broker of Record
Following our sales system in 2019, one agency alone earned over $1,140,000 in new revenue on BORs.
They did the same again in 2020.
Ready to find out how you can get The Risk Concierge ProgramTM for your agency? Click below to apply.Apply