Let's Customize our Agency Growth Questions for Your Personal Lines Team. This is the APP-recommended sales process we need to gather a few items so we can customize it for your agency.

This form is ONLY to be used DIGITALLY, we do NOT recommend printing!

Please watch the video, if you have any questions ask your Performance Partners.

We need this form 2 weeks before your first training day.

Additional edits can be requested after testing the form.

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1. Company Info (Required.)

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2. Please send us a copy of your logo for the call sheet: (Required.)

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3. What agents should be listed under agent name? (Each agent will become a drop down option). (Required.)

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4. Would you like to add anything to the "How did you hear about us" dropdown? (Required.)

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5. Any additional policies to add or remove from "Build Rapport: Open up Opportunity section?"

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6. (Page 2) Any changes to the process checklist? "Build Rapport: Share Your Process?"

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7. Any additional pain points?

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8. Any changes to Lead Qualification section?

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9. (Pages 3-5) Edit underwriting information? Leave the field name and the request

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10. (Page 6) Keep or delete the virtual meeting option on page 6? We STRONGLY advise you keep it and go through the training.

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11. What preferred carriers do you want listed? Please list at least 3.

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12. What carriers do you want the team to AVOID quoting?

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13. (Page 7) How many quote options would you like your team to firm up? The training will have a minimum of 2.

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14. Do you have a custom agency proposal or do you use the carrier quote?

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15. (Page9) Any changes or updates to the objection section?

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16. (Page 11) Any edits to the follow up plan? Statistically your highest closing ratio will come with 6 follow-up calls.

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17. (Page 12) Any edits to the post sales call? Is there anything after the sale you REALLY want them to know? (OPPORTUNITY alert...agency app, newsletter social media connection)

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18. Any other edits, please be specific, give page numbers, where you want the item located, what you want it to say, and the options or drop downs.

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