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Oct
18
CSR Secret Shopper: Missed Sales Opportunities
October 18, 2021 @ 2:00 pm - 3:00 pm
Free
Speakers:
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…
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 …