Episode 27: Agency Interaction with Prospective Clients

March 26, 2024

Do you think your agency team is has the sales process mastered? Do you believe they follow the basics of prospect and client interaction such as using the person’s name? According to the results of a Secret Shopper Program conducted by Agency Performance Partners (APP), you might have to think again.

Join our discussion with Kelly Donahue-Piro, President at APP, to learn the results of their Secret Shopper Program and what they mean for the future of the independent insurance agent. Kelly provides some insight into the results, helps us to fully understand what they mean, and provides some idea of how agents can overcome the challenges revealed.

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