EPISODE · Jul 3, 2023 · 11 MIN
How To Track A P&C Insurance Sales Agent PART 2 | Insurance Agency Playbook
from The Insurance Dudes© · host The Insurance Dudes: Craig Pretzinger and Jason Feltman
Shoot Us A Message!In this engaging episode, Jason Feltman dives into the topic of tracking sales agents in the competitive world of insurance sales. Highlighting the importance of tracking key metrics and implementing effective processes, Jason provides insights on how to maximize productivity and achieve consistent results. From the agent scorecard to the agent quote sheet, he shares valuable strategies to ensure optimal performance and successful lead management. Join Jason as he shares hi...
What this episode covers
Shoot Us A Message!In this engaging episode, Jason Feltman dives into the topic of tracking sales agents in the competitive world of insurance sales. Highlighting the importance of tracking key metrics and implementing effective processes, Jason provides insights on how to maximize productivity and achieve consistent results. From the agent scorecard to the agent quote sheet, he shares valuable strategies to ensure optimal performance and successful lead management. Join Jason as he shares hi...
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How To Track A P&C Insurance Sales Agent PART 2 | Insurance Agency Playbook
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