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In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about the different stages of the sales process. 

Episode Highlights:

  • David shares a story about an agency that he’s working with that has a new producer. (2:44)
  • David mentions the purpose of having stages of the sales process. (3:38)
  • David shares the stages of their sales process. (6:56)
  • Kyle mentions one of the huge factors when it’s lost. (8:32)
  • David mentions what to do when the policy comes time to renew. (19:34)

Tweetable Quotes:

  • “ If you look at how it works, I suspect when I go in and talk to them and get them to turn into a prospect, the first meeting is the fact-finding. My only goal from that first meeting is to get them to commit, to give us information and to book the second meeting.” David Carothers
  • If you’re going to close on that first appointment, there’s something else behind the scene that you don’t know everything about.” – Kyle Houck
  • “I just think that if people understood how easy it is to sell insurance when you’re not selling insurance, everybody wouldn’t be doing it.” – David Carothers

Resources Mentioned:

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck