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Agency Sales Manager is a “first of a kind” largely self contained web-based sales management tool designed specifically to improve performance and manage sales activity through an easy to use accountability system.
In addition the Agency Sales Manager will provide
your agency with ready-to-deploy field proven sales and marketing
programs where much of the work is already done for you, not by
you. Agency Sales Manager is an easy to implement, cost effective
way to increase agency profitability and growth.
Agency Sales Manager is a revolutionary concept
that will change the way most agencies do business forever.
- It is a web-based Microsoft product that runs inside Outlook
and is compatible with most agency operating system on the market
today.
- Agency Sales Manager will help you to define agency sales
goals and break them down to the participant level.
- Agency Sales Manager will provide you with ready-to-deploy
sales and marketing strategies that include:
- Cross-line Selling / Policy Review
- Internet Sales
- Targeted Markets
- Client Communications
- Telemarketing
- Agency Sales Manager is not another Agency
Management System or CRM Program, although it will provide
many of these functions and more.
- Most important of all,
Agency Sales Manager will provide you with an effective tool
to hold your staff accountable for sales activity and results.
Agency Sales Manager will take the guess work out
of increasing sales and agency profitability by giving the agency
a unified approach to establishing an Agency Sales culture based
on simple easily implemented strategies.
The majority of insurance agencies are currently
using Agency Management Systems (AMS) and Client Relationship Management
(CRM) products. In general terms, these programs simply manage
client data. Trying to produce “Sales Management Information” is
difficult at best on most agency management systems.
There is no product on the market today that supports
the Sales Management function in an agency. ASM will take the
guess work out of increasing sales and agency profitability by
giving your agency a unified approach to establishing an Agency
Sales culture.
When we developed Agency Sales Manager we realized
that time management is a real concern for most organizations.
Agency Sales Manager has been designed to be easily implemented,
time efficient, cost effective and produce significant results
in weeks, not months. Agency Sales Manager is like having a full
time sales manager on staff at a fraction of the cost. Agency Sales
Manager puts success a click away and can have a staggering effect
on your bottom-line.
ASM is based on simple strategies that will
increase an agency’s revenue potential in two areas:
- External New Business Transactional Sales
- Internet
- Targeted Markets
- Agency Branding
- Internal New Business
Development
- Cross-line Selling
- Renewal Contact
- Client Communications
Increasing the follow of new business sales is a problem that faces almost all insurance agencies.
The equation is simple; Revenue – Expenses = Profitability.
The remedy can be quite elusive. Discovering how
to maximize sales potential is a critical problem that every agency
faces regardless of what ever sales success they may or may not
be having at the current time. There are four obstacles to sales
success.
- No Time – Finding the time to manage sales is an
increasing problem. Insurance Agencies have developed into service
providers and for the most part have lost their Sales Culture
Mentality (if it ever existed) to increasing demands brought
on by technology, compliance and other administrative responsibility.
An overwhelming amount of time is spent managing the administrative
functions of an agency and virtually no significant amount of
time is being spent managing sales. This has lead to a pressing
need to generate a consistent flow of new business sales, revenue
and profitability.
- No Money – The cost of doing business continues
to increase. When faced with a choice, the sales management function
has virtually been eliminated by many agencies because of financial
considerations. Many agencies have simply eliminated the position
of sales manager or have delegated the sales management function
to a staff member or partner where it has lost its importance
and for all kinds of reasons it is no longer a priority. It is
easy to get caught in a paradigm that says, all expenditure contribute
to a negative cash flow. This isn’t the case when a financial
decision is calculated based on a return on investment (ROI).
- No Staff – Most agencies have the perception
that their staff is maxed out. Although this might appear to
be true, in reality the problem is a proper allocation of resources
and the lack of a method to hold staff accountable for results.
In the majority of agencies current staffing is more then capable
of contributing to the creation of an Agency Sales Culture through
defined goals, clear strategies and accountability.
- No Hard Work
– Sales Management is just plain hard work. No one really wants
to assume the sales responsibility but someone has to services
reps and producers accountable for results. Anyone that has spent
his or her entire career in sales management knows from first
hand experience that managing sales is a very difficult job
that requires focused attention on a regular and consistent
basis. Maximizing sales potential does not happen by itself.
Agencies that have become proficient at generating sales have
done so on purpose, it has not happened by accident. To manage
any sales program successfully requires the accumulation of
data and planning which in it’s self is extremely time consuming
but it is the preparation that will ultimately lead to improved
results. Sales programs are doomed to failure for two primary
reasons; lack of management attention and lack of staff accountability.
Any solution to helping an agency maximize
their sales potential, revenue and profitability must be easy
to manage, allow efficient use of time, cost effective and produce
results quickly.
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