Watch multiple award winning captive agent Scott Grates in this joint webinar presentation. Scott will cover 3 x areas to help improve your agency’s overall sales results:

  • Agency Optimization:

    • How to make ALL conversations – “sales” OR “service” – opportunities to uncover additional needs
    • How to seamlessly pivot from transactional to meaningful

    WINNING your day:

    • Identifying your “BIG 3” when it comes to areas of focus
    • Utilizing the “Triple D Approach” (Do it, Delegate it, Decline it)
    • Creating an Essential List of actions and activities for tomorrow before you leave tonight
    • Clearly define what a WINNING day looks like so you can keep score and create personal accountability

    The Power of Story:

    • Bringing our products to life with the use of story…making the invisible, visible
    • How to create an emotional link to a product that is not “sexy”
    • Utilizing a storyboard framework to guide prospects & customers
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Who should watch? Anyone who works in the insurance industry, including:

  • New insurance agents
  • Veteran agents
  • Producers and agency team members


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