Many insurance salespeople have a hard time getting referrals from new and existing customers due to a lack of confidence or skill in asking for referrals, or simply not providing a compelling enough reason for clients to refer others.
This hesitation can lead to fewer new leads, limiting sales growth and impacting their overall production. For the agency, this means missed opportunities to grow the book of business with the least cost and highest converting leads available, ultimately affecting overall agency production. It will also likely result in your having to spend more marketing dollars on less productive lead sources.
UPON COMPLETING THE COURSE
"HOW TO SUPERCHARGE YOUR REFERRAL PIPELINE"
YOUR AGENCY TEAM WILL:
Master referral acquisition techniques through learning proven strategies to confidently and skillfully ask for referrals from both new and existing customers.
Understand how the major influence factor of reciprocity factors into the referral acquisition process and why enhancing client satisfaction often results in far more referrals.
Learn the business case for referrals and how they typically lead to higher conversion rates, more bundled policies, and more loyal customers as compared to traditional marketing methods... and also how referred customers often lead to even MORE referrals.
Enhance your sales production through a consistent influx of high-quality leads from referrals.
Know exactly how to successfully handle the most common objections customers give for not giving referrals.
Help your agency reduce marketing spend by leveraging the significantly lower cost associated with garnering referrals.
1.5 - 2 hrs, depending upon how much role play is integrated into the course.
Copyright © 2024 Greg Gray, Inc.
CHOOSE THE RIGHT
Package For You
ON-SITE PACKAGE
VIRTUAL PACKAGE
SINGLE TRAINING OPTION
ON-SITE PACKAGE
ON SITE TRAINING EXCLUSIVELY FOR YOUR TEAM*
Greg will come to you to deliver on-site training live and in person scheduled on the date and time and at the venue of your choosing.
We’ll set up a pre-training consultation meeting so that YOU can decide what training objectives and outcomes are most relevant and needed for YOUR team in real time.
Your training will be tailored to align with your agency’s culture, policies, and procedures so that the skills learned will be plug and play in your specific agency environmant.
You'll have the opportunity to choose from over a dozen proven high impact training topics so that you can focus on targeting the outcomes of writing more new business, moving the needle upward for customer retention, or both.
You’ll have the option to focus on a single topic, combine topics or, if need be, we can custom design training just for you so that the training is laser focused on what YOU believe is most important.
Every participant will receive an interactive workbook as a takeaway so that you and your staff can reference or revisit the training materials and content whenever you wish.
BONUS for on-site training
We’ll schedule a virtual post training session with you and your team so that you can either follow up with a deeper dive and Q&A from the last training topic OR you can utilize the follow-up session for a different training topic altogether. YOUR CHOICE!
If you buy the 20 Hour package, you’ll receive the bonus of an additional 2 hours of training. That’s 22 hours of LIVE training in total!
Travel expenses for On-Site Training will be invoiced separately.
Greg Gray - Live on Demand
10 hour On-site Package
$15,000
Greg Gray - Live on Demand
20 hour On-site Package
$30,000
VIRTUAL PACKAGE
LIVE VIRTUAL TRAINING EXCLUSIVELY FOR YOUR TEAM*
Virtual training scheduled on the date and time of your choosing
We’ll set up a pre-training consultation meeting so that YOU can decide what training objectives and outcomes are most relevant and needed for YOUR team in real time.
Your training will be tailored to align with your agency’s culture, policies, and procedures so that the skills learned will be plug and play in your specific agency environment.
You'll have the opportunity to choose from over a dozen proven high impact training topics so that you can focus on targeting the outcomes of writing more new business, moving the needle upward for customer retention, or both.
You’ll have the option to focus on a single topic, combine topics or, if need be, we can custom design training just for you so that the training is laser focused on what YOU believe is most important.
Every participant will receive an interactive workbook as a takeaway so that you and your staff can reference or revisit the training materials and content whenever you wish.
If you buy the 20 Hour package, you’ll receive the bonus of an additional 2 hours of training. That’s 22 hours of LIVE training in total!
Training is up to 2 hours in duration
Travel expenses for On-Site Training will be invoiced separately.
Greg Gray - Live on Demand
10 hour Virtual Package
$15,000
Greg Gray - Live on Demand
10 hour Virtual Package
$15,000
SINGLE TRAINING OPTION
You’ll have the option to focus on a single topic or combine topics for your single training session with Greg.
We can further customize the training so it is laser focused on what YOU believe is most important.
Every participant will receive an interactive workbook as a takeaway so that you and your staff can reference or revisit the training materials and content whenever you wish.
BONUS for on-site training
We’ll schedule a virtual post training session with you and your team so that you can either follow up with a deeper dive and Q&A from the last training topic OR you can utilize the follow-up session for a different training topic altogether. YOUR CHOICE!
Training is up to 2 hours in duration
Travel expenses for On-Site Training will be invoiced separately.