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Topic: Bootcamp Time: Oct 1, 2020 12:00 PM tz.US/Central Join from PC, Mac, Linux, iOS or Android: https://meetings.ringcentral.com/j/1494571358 For the best audio experience, please use computer audio. Or iPhone one-tap : US: +1(646)3573664,,1494571358# +1(773)2319226,,1494571358# (US North) +1(312)2630281,,1494571358# +1(470)8692200,,1494571358# (US East) +1(650)2424929,,1494571358# +1(720)9027700,,1494571358# (US Central) +1(213)2505700,,1494571358# +1(346)9804201,,1494571358# +1(469)4450100,,1494571358# (US South) +1(623)4049000,,1494571358# (US West) Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1(646)3573664 +1(773)2319226 (US North) +1(312)2630281 +1(470)8692200 (US East) +1(650)2424929 +1(720)9027700 (US Central) +1(213)2505700 +1(346)9804201 +1(469)4450100 (US South) +1(623)4049000 (US West) Meeting ID: 149 457 1358 International numbers available: https://meetings.ringcentral.com/teleconference
Sales & Retention Pipeline - HUG Fall Interactive Virtual Training Session
HawkSoft User Group (HUG), LLC - Embracing Technology Together. Come prepared to learn more about HawkSoft - Advanced level
Date and time
Location
Online
Refund Policy
About this event
How to Make the Most of HawkSoft Sales & Retention Pipeline and Policy Statuses
Today’s consumer has a myriad of choices when seeking insurance coverage. This makes the need to pursue a valued prospect and convert them to a customer one of the most important practices in your agency. You cannot give a quote in the hopes that your prospect will make their decision in the moment and then expect results. Continued communication and asking for the sale should be a part of your process. For the owners and managers of the agency, having your finger on the pulse of the producer’s sales process and close ratios will assist you in identifying where sales coaching may be warranted and where producer performance can be improved.
For these reasons, tracking the sales workflow in your agency becomes vital. Fortunately, you have the ability to follow the sales process from Lead to Prospect to Customer in HawkSoft. In this session, you will learn how to setup and manage the CMS Sales & Retention report. The discussion will include a sample pipeline process from beginning to end and how to document the results along the way. Additionally, we will demonstrate the importance on the need to use Statuses and Sub-Statuses when recording your sales process with a prospect in CMS.
Our goal is to have you leave with a commitment to begin using the sales pipeline in your agency. In doing so, the benefits to you and your business could be great!
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