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Sales teams need a daily process

A daily process is crucial for running a successful agency sales team. It provides structure, consistency, and a framework for achieving sales goals and targets. Here are some key reasons why having a daily sales process is important:

  • Consistency: A daily process ensures that your insurance sales team follows a consistent set of activities and best practices every day. Consistency is essential for building trust with prospects and customers, as they know what to expect from your team.

  • Efficiency: Having a well-defined process helps streamline the sales workflow. Sales reps can prioritize their tasks and allocate their time efficiently, focusing on activities that are most likely to lead to premium growth.

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  • Goal Alignment: The daily process should be aligned with your overall agency sales goals and objectives. It helps sales reps understand how their daily activities contribute to the bigger picture, motivating them to work towards achieving those goals.

  • Measurement and Tracking: With a daily process in place, you can easily track and measure the performance of your sales team. This allows you to identify what's working and what needs improvement, making it easier to iterate and optimize your sales strategy.

  • Training and Development: A consistent daily process serves as a foundation for training new sales team members. It provides a clear roadmap for onboarding and helps new reps learn the ropes faster.

  • Customer Experience: A well-structured sales process ensures that customers receive a consistent and positive experience when interacting with your sales team. This can lead to higher customer satisfaction and loyalty.

  • Adaptability: While a daily process provides structure, it should also allow for adaptability. Sales teams can adjust their approach based on changing market conditions, customer feedback, and new sales strategies.

  • Time Management: Sales reps often have a wide range of tasks to juggle, from prospecting to closing deals. A daily process helps them manage their time effectively by prioritizing activities and minimizing time wasted on unproductive tasks.

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  • Accountability: When there's a daily process in place, it's easier to hold sales team members accountable for their actions and results. You can track progress, identify bottlenecks, and address any performance issues promptly.

  • Continuous Improvement: By following a daily process and regularly reviewing its effectiveness, you can identify areas for improvement and make necessary adjustments. This culture of continuous improvement can lead to better sales results over time.

SideKick Check-ins is a sales and operations process that was built in the insurance agency ranked #1 in multi-line annual sales 23 times. It is now used everyday by sales and service teams around the world.


How SideKick works:

Every player on your team gets quick, amazing work-focused check-ins filled with questions that drive results and build a culture of accountability.


Leaders have two options:

  1. Pick someone on your team and hand them an iPad.

  2. Hire one of our amazing SideKicks to check in your players




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