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Oct 18

CSR Secret Shopper: Missed Sales Opportunities

October 18, 2021 @ 2:00 pm - 3:00 pm



Dirk Zeigler,

Peggy Corbett,

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


Dirk Zeigler

Agent owner for 17 years. My wife Beth and I along with our two daughters have lived in Brentwood, Ca since 2000. Our family strongly believes in giving back to our community…

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Peggy Corbett

Peggy Corbett, founder and President of Agency Transformation, has over 30 years of experience as a professional agency owner. She has owned and operated …

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October 18, 2021
2:00 pm - 3:00 pm
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