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Remote insurance sales teams can work

Managing remote sales teams presents its own unique set of challenges and opportunities. There is a huge potential for financial loss if you don't have a process in place. And you need a single process that works for the players down the hall as well as the ones that are on the other side of the country.




Effective Communication:

  • Establish a consistent communication plan. Regular team meetings, one-on-one check-ins, and group messaging are essential.

  • Utilize video conferencing for face-to-face interactions to build stronger relationships.


Set Clear Expectations:

  • Clearly define sales goals, targets, and performance metrics.

  • Establish guidelines for prospecting, lead follow-up, and sales processes.

Use Sales Technology:

  • This is where SideKick Check-ins will give you the edge. Our team-run process delivers consistency and support, accountability and training. And once you set it into motion, the daily cadence of your sales organization is on auto-pilot.


Regular Training and Development:

  • Offer ongoing training and development opportunities to keep sales skills sharp.

  • Share industry updates, best practices, and new sales techniques.


Monitor and Measure Performance:

  • Implement performance metrics and KPIs to evaluate individual and team performance.

  • Use data analytics to identify areas for improvement.


Flexible Scheduling:

  • Recognize that remote sales reps may work on different schedules. Focus on results rather than set work hours.

  • Ensure availability for customers during their preferred times, even if it falls outside of traditional business hours.


Provide Support:

  • Be available to assist with questions, challenges, and objections.

  • Encourage collaboration by creating channels for sales reps to seek guidance from peers or managers.



Sales Training and Onboarding:

  • Develop a comprehensive remote onboarding process for new sales team members.

  • Provide mentoring and guidance to help them integrate into the team.



Feedback and Recognition:

  • You have to celebrate your wins together. And it's hard to do, especially for a busy leader with remote players and multiple locations. That's one of the great features of the SideKick Check-ins app. As your players get checked-in by their SideKicks we use AI technology to pick up on successes. We then send the leader notifications and create Team meeting agenda items that help the leader remember to celebrate their players.

  • Offer regular feedback and constructive criticism to help reps improve.

  • Recognize and celebrate individual and team achievements.

Motivation and Incentives:

  • Implement a sales incentive program to keep remote reps motivated.

  • Consider bonuses, commissions, or other rewards for meeting or exceeding targets.


Team Building:

  • The culture of peer driven accountability is one of the best benefits agency owners talk about when they refer their friends to try SideKick Check-ins. Knowing a peer is going to ask you what you got done this morning builds a team culture where no one wants to get their next check-in and have nothing to show for it. And when someone is in the weeds, players help each other.

  • Organize virtual team-building activities or sales competitions to foster camaraderie.

  • Encourage reps to share success stories and tips with their colleagues.

Data Security:

  • Ensure that your team understands and follows data security and privacy protocols, especially when handling customer data.


Adapt to Market Changes:

  • Stay agile and adapt sales strategies to changing market conditions and customer needs.

  • Regularly review and update sales tactics.

  • SideKick Check-ins builds teams that are always ready to adapt. When markets changes the team that can take quick action is rewarded. When you are already running SideKick Check-ins you simply adjust the checkins and your team will begin doing new things consistently.

Personal Development Plans:

  • Work with individual sales reps to create personal development plans that align with their career goals and the company's objectives.

  • SideKick Check-ins will ask your team to pick a work skill they want to work on each month and we'll help them stay accountable to the goal. As they progress ion their development, we create one-on-one meeting agenda items so the boss can easily stay in the loop.



Managing remote sales teams requires a balance of structure, flexibility, and ongoing support. By implementing these tips, you can create a motivated and successful remote sales team that consistently meets and exceeds targets.



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