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CSR Secret Shopper: Missed Sales Opportunities
October 18, 2021 @ 2:00 pm - 3:00 pm
Room: Palm 1-3
Speaker Type: Agent
This is a great class for any agency staff looking to find ways to cross sell more policies. We’ll examine a live call into an agency and discuss the missed opportunities and the clues your staff should be listening for.
- Examine an actual live call Scenario from a Secret Shopper
- Quoting best practices
- Missed Opportunities – Recognize exposures and gaps
- Missed Cross Sell opportunities
- Meeting Client Expectations
- Review Quoting Process and follow through
- Address Client Objections
- Using HawkSoft CMS Sales Pipeline to full potential