Running a Killer Sales Meeting.

Date21 August 2017
AuthorDonahue-Piro, Kelly

Is your agency currently running sales meetings? If not, why not? Did you try them for a while and give up because they fell flat? Or do you currently run them and it's the best part of your week? Remember, nothing happens until something is sold in an agency. Sales needs to be at the center of everything that the agency does. Sales meetings are a great way to rally the troops and get psyched to sell insurance.

Let's first start with who should be in your sales meeting. If you have producers, they should be included. If you also have people who service and sell, I recommend having two sales meetings: one for producers and one for your service and sales team. Since their roles are different, the content of the meetings should be, too. Don't worry, our sales meetings are not 10 hours long, so you will be able to fit it in.

Next, when and how often should you have sales meetings? We recommend biweekly. You need at least two meetings per month. Why? If things are off track, waiting until the next month should not be an option. You need to rally the troops and get everyone back on track as soon as possible. Waiting too long means it will impact this month and next month. Why wait...

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