I know we are always looking for new ideas, yet, most of the time, we haven't put the most basic ideas into practice.

Here's a reminder of some of those most basic ideas and best practices we need to practice every week.

Quick reminder 1: Schedule your time

As a sales organization, we have two basic goals: to keep the clients we have and to get the ones we don't. This means we have two types of work: sales work and service work. And, to predictably achieve both goals, we have to schedule (yes, on the calendar) time for both.

Continue Reading for Free

Register and gain access to:

  • Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Benefits Sales Strategies
Broker Innovation Lab