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Prospecting and Selling Insurance · LearnSpace
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Prospecting and Selling Insurance

Курс от Liberty Mutual Insurance
Начальный≈ 13.6 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Prospecting and Selling Insurance focuses on effective strategies to sell insurance, from identifying potential customers to building long-lasting client relationships. Throughout this course, you'll master various methods to find and generate leads, including prospecting and lead generation techniques. You'll explore how successful salespeople identify and connect with potential clients, and learn practical skills through hands-on lessons and activities. The course will also delve into the sales process, where you'll gain expertise in consultation strategies, assessing customer needs, presenting tailored insurance solutions, overcoming objections, and closing sales. By mastering these techniques, you’ll confidently guide customers towards the best insurance options available. Finally, you'll focus on client retention and growth strategies. You'll discover how to keep clients satisfied, identify opportunities for upselling, and generate referrals. Through interactive lessons and real-world examples, you'll learn to apply these techniques to retain clients and expand your business.

Навыки, которые вы освоите

Overcoming ObjectionsRelationship ManagementProspecting and QualificationInsurance SalesRelationship BuildingLead GenerationUpsellingCustomer RetentionCustomer Relationship BuildingCustomer AnalysisSales DevelopmentClosing (Sales)Selling TechniquesConsultative SellingSalesSales ProspectingNeeds AssessmentSales PresentationSales PresentationsNew Business Development

Программа курса

4 модулей · 107 учебных материалов

01Prospecting and Lead Generation Techniques39 материалов

Introduction to Prospecting

Course DisclaimerЧтениеProspecting and Selling Insurance Course IntroductionВидеоProspecting and Selling Insurance Course OverviewЧтениеInsurance Sales Process OverviewPLUGIN

Учитесь у экспертов

Liberty Mutual Insurance

Преподаватель курса

Prospecting and Selling Insurance
В каталоге вашей программы

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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 13.6 ч

4 модулей

Язык: Английский

Субтитры: Дари, Узбекский, Пушту

Часть программы вашего университета
The Importance of ProspectingЧтение
Overview of the Prospecting ModelВидео
Lesson Quiz: Introduction to ProspectingЗадание

Define Targets

Use Market Segmentation to Define Your Target MarketВидеоDefining a Target MarketЧтениеDefining Your Ideal CustomerЧтениеLesson Quiz: Define TargetsPLUGIN

Fill Your Pipeline

How To Fill Your Prospecting PipelineВидеоLead SourcesЧтениеActivity: Start Your Lead Sources ListЗаданиеDeveloping Centers of InfluenceВидеоActivity: Start Your Centers of Influence ListЗаданиеActivity: Start Your Prospect ListЗаданиеLesson Quiz: Fill Your PipelineЗадание

Contact Leads

Strategies to Contact LeadsPLUGINStart Where You Go to Generate LeadsВидеоActivity: Spark a Conversation with a StrangerЗаданиеCold Calling TechniquesВидеоEmail Prospecting BasicsЧтениеUsing Social Media for ProspectingВидеоNetworking and Referral-Based ProspectingЧтениеLesson Quiz: Contact LeadsЗадание

Continue Engagement

Prospecting Follow-Up BasicsЧтениеDefine Your Follow-Up ProcessВидеоStrategies to Stay Top of MindВидеоLesson Quiz: Continue EngagementЗадание

Monitor and Refine

Monitor and Refine Your Prospecting ProcessВидеоHow to Analyze Your Successes and FailuresВидеоLesson Quiz: Monitor and RefineЗадание

Your Prospecting Process

Prospecting Hesitancy and Its Impact on Your SuccessЧтениеConquering Prospecting FearsВидеоEstablishing Your Prospecting ProcessВидеоDeveloping a Strategy to Manage ProspectsВидеоLesson Quiz: Your Prospecting ProcessЗаданиеModule Quiz: Prospecting and Lead Generation TechniquesЗадание
02The Sales Process28 материалов

Connecting with Leads

Course DisclaimerЧтениеBuyer's MotivationPLUGINRisk Management MindsetPLUGINActivity: Determining Risk ToleranceЗаданиеCommunicate Your Value PropositionPLUGINNew Agent Sales Tips: How do you set yourself apart from other agents?ВидеоLesson Quiz: Connecting with LeadsЗадание

Sales Model

The Importance of the Sales ProcessВидеоOverview of The Sales ModelPLUGIN

Connect and Qualify

Building Rapport to Develop RelationshipsВидеоBuilding Trust and Rapport StrategiesЧтениеConnecting with and Qualifying LeadsЧтениеLesson Quiz: Connect and QualifyЗадание

Needs Analysis

Assess RiskPLUGINUsing Questioning Strategies to Understand Your CustomersPLUGINActivity: Developing QuestionsЗаданиеActivity: Assess RiskЗаданиеLesson Quiz: Needs AnalysisЗадание

Presenting Solutions

Present SolutionPLUGINTips and Tricks for Presenting SolutionsЧтениеLesson Quiz: Presenting SolutionsЗадание

Close and Continue

Close and ContinuePLUGINNew Agent Sales Tips: How do you confidently ask for the sale?ВидеоActivity: Closing TechniquesЗаданиеLesson Quiz: Close and ContinueЗаданиеClosing Techniques in ActionВидеоThe Sales Model ScenarioPLUGIN
03Overcoming Objections and Building Relationships14 материалов

Overcoming Objections

Course DisclaimerЧтениеBuilding Confidence and Overcoming ObjectionsPLUGINCommon Objections and ResponsesЧтениеEthical Considerations in Handling Objections and Closing SalesЧтениеActivity: Overcoming ObjectionsВидеоActivity: Overcoming Objections PracticeЗаданиеLesson Quiz: Overcoming ObjectionsЗадание

Building Relationships

Introduction to Building RelationshipsВидеоClient Relationship StrategiesЧтениеRole of Technology and NetworkingЧтениеNew Agent Sales Tips: Connect Outside the OfficeВидеоBuilding RelationshipsОбсуждениеLesson Quiz: Building RelationshipsЗадание
04Client Retention and Growth Strategies26 материалов

Client Retention

Course DisclaimerЧтениеContinue Managing Your Customer RelationshipsPLUGINIntroduction to Client RetentionВидеоProactive Client Retention StrategiesЧтениеReactive Client Retention StrategiesЧтениеLesson Quiz: Client RetentionЗадание

Referrals

Introduction to Client ReferralsВидеоReferrals Through Client SatisfactionВидеоReferrals Through NetworkingВидеоAsking for Referrals in ActionВидеоActivity: Asking for Referrals PracticeЗаданиеLesson Quiz: ReferralsЗадание

Upselling

Introduction to UpsellingВидеоUpselling Techniques for Personal InsuranceВидеоUpselling Techniques for Commercial InsuranceВидеоLesson Quiz: UpsellingЗадание

Cross-Selling

Introduction to Cross-SellingВидеоUncovering Cross-Sell OpportunitiesВидеоCross-Selling in ActionЧтениеActivity: Cross-Selling PracticeЗаданиеLesson Quiz: Cross-SellingЗадание

Best Practices

Ethics and Compliance for Prospecting and Selling InsuranceЧтениеLeveraging Technology for Prospecting and Selling InsuranceВидеоRole of Networking in Prospecting and Selling InsuranceЧтениеModule Quiz: Client Retention and Growth StrategiesЗадание

Prospecting and Selling Insurance Course Review

Prospecting and Selling InsuranceВзаимная проверка
Module Quiz: The Sales ProcessЗадание
Module Quiz: Overcoming Objections and Building RelationshipsЗадание