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CHAPTERS

1. Seeing What The Travel Agent Never Saw

What are the biggest risks impacting the insurance industry and what may happen if we don’t fix them now?

2. The Ground Rules

How the book is laid out as a resource section for any agent to take and apply to their business.

3. Customer Service Experience

Why it’s the “Modern Customer Experience,” and not just Customer Service alone that will keep the insurance agent alive.

4. Agency Management Systems That Foster The Customer Experience

Why every agency needs an Agency Management System and what the best ones have.

5. Curb Appeal In The Virtual World

Why your website is your virtual storefront and how you can capitalize on it.

6. Technology When Your Customers Want It

Self-service products that allow you customers to take customer service into their own hands.

7. Go Mobile Or Get Gone

Why everyone everywhere is going mobile and why your agency needs to do the same.

8. Payments, Keep Your Customers

How allowing payment transactions on your website can help you keep your customers.

9. Qualifying – Transforming The Traditional Sales Funnel

Branding, USP (Unique Selling Proposition) and qualifying at the beginning of your sales process.

10. Lead Generation – With Little Time & Resources

How to generate quality leads online even if you have very little time and resources available.

11. Converting Leads – Flipping The Switch

How to set up an online machine that automatically converts your leads for you.

12. Quoting & Closing The Sale – More Sales, Less Time

How to use technology to quote and close more prospects in less time.

13. Onboarding & Servicing – Simple & Profitable

How to make it so much easier by leveraging digital tools and outsourcing.

14. Cross-Selling & Referrals – Automated Growth

Why most agents are terrible at referrals and a system for you to automatically be great at it.

15. The Modern Customer Experience – Make It Your Own

From beginning to end how you can take these strategies and make them your own.

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Chapter #1

Seeing What The Travel Agent Never Saw

What are the biggest risks impacting the insurance industry and what may happen if we don’t fix them now?

Chapter #2

The Ground Rules

How the book is laid out as a resource section for any agent to take and apply to their business.

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