• Skip to primary navigation
  • Skip to main content
  • 1-800-960-1371
  • Agent Login
  • Quoting Tools
    • Life
    • Senior
  • Free Marketing Guide
  • Blog

AgentLink

With AgentLink, you have easy access to the carriers you want and the tools and resources you need to offer the best to your clients.

  • Products
        • Life
          • Info
          • Products
          • AML Training
          • Quoting Tool
        • Senior
          • Info
          • Products
          • Certifications
          • Compliance
          • Quoting Tool
        • Group Benefits
          • Info
          • Products
          • Our Process
          • Quote Request Form
        • Individual Benefits
          • Info
          • Products
          • Our Process
          • Enrollment Tool
        • See our Concierge Services
  • Tools
  • Resources
    • Marketing Guide
    • Carrier Links
    • Group Compliance Resources
    • Sales Webinars
    • Training Webinars
    • Marketing Webinars
    • Errors & Omission Program
  • About
  • Contact Us
  •  1-800-960-1371
  • Life Quoting Tool
  • Senior Quoting Tool
  • Marketing Guide
  • Blog
Previous
Next
tracking leads and closing deals

“Tracking Leads and Closing Sales” Webinar Series Overview

If you’ve seen our recent blogs than you may know that AgentLink partners with The Marketing Squad and together we’ve presented a series of six webinars on Insurance Marketing. Today we are providing an overview of the fifth topic, “Check Your Gauges: Setting Goals, Tracking Leads, & Closing Sales.” 

Our goal of this series is to provide you with valuable knowledge and resources about effective marketing tactics and applying them to the world of Insurance. This webinar’s agenda covered sales goals, tracking your progress, applying world-of-mouth, closing sales, sales training resources, and how AgentLink can extend support to agents. Let’s dive in! And if you’d like to watch the full presentation of the webinar, you can get it for free below.

closing sales

Understanding Sales Goals and How they Propel Your Business Forward 

When thinking about where your business wants to grow and flourish, setting sales goals is the first step. It is common for people to set sale goals that are far too small or unclear, and therefore, it sets them up to not successfully grow. 

The idea is to choose sales goals–and the steps toward them– that keep you consistently motivated, therefore, likely leading to accomplishing those goals. The BANT formula is a good tool to gauge the goals you’re thinking about before you set them. This is also a good yard stick for knowing if you’re going after the right prospects to offer your services.

Always consider the following:

  • Budget
  • Authority
  • Need
  • Timetable 

Set Your Goals, Then Track Your Progress

Here are some of the best pieces of advice to see your sales increase.

  • Take time in Q4 to set goals for the next year before the holidays hit. 
    • Set goals for total sales volume
    • Set goals for # of transactions
    • Set goals for applications in each line of business- Life, Group, health, plus normal lines you sell like P&C. 
  • Always break down your goals into milestones you can reach to accomplish them:
    • Set goals for # referrals. 
    • Set goals for # leads. 
    • Set goals for # appointments. 

After you set your goals that we discussed above, you have to track those goals to see how much progress you’ve made. Without tracking your goals, you have no way to gauge if you are being successful in your efforts. Here are some tips for tracking:

  • Organize a tracking document that you review regularly. You could categorize in the following way:
    • Certain # of quotes sent. 
    • How much potential is in the works. 
    • Running total YTD lined up against your goals by time frame.
  • Track your goals on at least a Monthly and Quarterly basis. 
  • Maintain consistent effort and weekly accountability check points that are more focused on the steps or milestones. 

Because operational teams often want to see reports of this nature, you can reference your tracking document. Or if you use a CRM, you can track within that database and pull automatic or customized reports.

Ideas for Sales Growth

The goal of all your sales and marketing is to close a sale to increase your revenue. What business doesn’t want to close as many sales as possible? Sometimes good selling means asking. Have a refined–but not routine–message that connects with people. When you close a sale, don’t be afraid to ask for a referral. This will only aid in future business. The worst they can say is No. But if they just chose to invest in you, their likely willing to work with you in other ways. Just create a system for follow-up with your customers that’s natural for asking for referrals. 

We wouldn’t be forward-thinking if we didn’t offer a few non-traditional sales resources other than traditional sales calls, emails, and network referrals. Here are a few ideas:

  • Social Media Crowdsourcing and Referrals
  • Sharing video and written testimonials to prospects and leads. Go ahead a make a few into official case studies or portfolio examples.
  • Sneezers and Influencers (watch our presentation to see more about this!)
  • Growing reviews on Google and Facebook. 

Sales CRM and Sales Resources

There are many CRM (customer relationship management) tools available on the market that provide assistance to businesses at different levels. There are also a variety of training resources available for every industry and cross-industry. Here are some of our top choices that your business can utilize to maximize your sales and meet your goals:null

CRM Tools

How AgentLink Can Help with Sales

One major way that we can assist in your sales is through Agent Support which includes:

  • Commission Auditing
  • Easy Certification
  • Free Quoting Tools
  • Individual Enrollment platforms
  • one stop shop for commissions
  • large variety of carrier options

Another way is through AgentLink’s Concierge Services, where we help you provide for insurance needs you don’t specialize in or don’t have time for. This includes:

  • Easy hand off-process
  • Passive revenue options
  • Comprehensive back office support

We’d love to talk to you about your specific sales goals. We encourage you to check out the full presentation on this topic here. 

Filed Under: Uncategorized

Previous Post: « Final Expense Insurance: The Why, The How, and Some Recommendations
Next Post: What kind of Life Insurance Products are a good fit for Seniors? »

You might also enjoy...

Customer Care5 Easy Ways to Show Clients You Care this Holiday Season

The holidays are a time to reflect on the past year, prepare for the upcoming year, and show your appreciation for friends, family members, and even strangers. This holiday season, don’t get lost in the crowd. Make sure you are keeping in touch with your clients […]

Read More
setting business goals4 Goals Every Insurance Agent or Agency Should Be Setting

You don’t have to be a business expert to know the importance of setting goals. Goal setting is common practice in our world – from setting weight-loss goals to setting revenue goals, businesses and individuals alike set goals all the time. Yet, study has shown that […]

Read More

Don’t forget to browse the free tools and resources we offer our agents and prospects, including our popular online quoting tools

Download the Digital Marketing Guide

Go to Resources

Get Contracted Now

Contract with us, to get appointed with your desired carriers

Please enter your email address below  to stay up-to-date with changes in the industry.

  • This field is for validation purposes and should be left unchanged.

Copyright © 2023 · Showcase Pro on Genesis Framework · WordPress · Log in

  • About
  • Contact
  • Careers
  • Life
  • Senior
  • Group Benefits
  • Concierge Services

Agent Login

Resources

Tools

Free Marketing Guide

1-800-960-1371

AgentLink Kentucky Office
2001 Lake Point Way, PO Box 23570
Louisville, KY 40223
Toll Free: 800.960.1371
Direct: 502.245.1371
Fax: 502.245.0978

AgentLink Indiana Office
3077 East 98th Street, Suite 135
Indianapolis, IN 46280
Toll Free: 866.462.9067
Direct: 317.569.8490
Fax: 317.569.8705

Copyright © 2021 AgentLink. All Rights Reserved.
Website Design and Digital Marketing by The Marketing Squad

  • Senior Products
  • Quoting Tool
  • Get Contracted
  • Brittney: 502-245-1371
  • Life Products
  • Quoting Tool
  • Get Contracted
  • Scott: (502) 245-1371
We use cookies to make our website a better place. Cookies help to provide a more personalized experience for you and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Privacy Policy.
Cookie SettingsAccept
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT
  • Products
    ▼
    • Life
      ▼
      • Info
      • Products
      • AML Training
      • Quoting Tool
    • Senior
      ▼
      • Info
      • Products
      • Certifications
      • Compliance
      • Quoting Tool
    • Group Benefits
      ▼
      • Info
      • Products
      • Our Process
      • Quote Request Form
    • Individual Benefits
      ▼
      • Info
      • Products
      • Our Process
      • Enrollment Tool
    • See our Concierge Services
  • Tools
  • Resources
    ▼
    • Marketing Guide
    • Carrier Links
    • Group Compliance Resources
    • Sales Webinars
    • Training Webinars
    • Marketing Webinars
    • Errors & Omission Program
  • About
  • Contact Us
  •  1-800-960-1371
  • Life Quoting Tool
  • Senior Quoting Tool
  • Marketing Guide
  • Blog