Find out the secret to how these guys 2x, 4x, 5x and 7x'ed their agencies
How to turn a CRM for Middle-Market Insurance into an
actual money maker
"This will be my best training yet" - Randy Schwantz
LIVE TRAINING: NOVEMBER 19, 2024 | 1PM CST
How to build a high-performing sales team using your CRM as a coaching tool
Why traditional CRMs don't drive organic growth — and what to do instead
The simple framework that ties daily behavior to long-term sales results
Why your salespeople aren’t closing more — and how to change that without micromanaging
How to use a “Developmental CRM” with producer and leader playbooks to drive consistent growth
The real stories of agencies that used this approach to unlock their next level of performance
How to turn your CRM into your most effective sales tool — without adding more admin work
How to build a high-performing sales team using your CRM as a coaching tool
Why traditional CRMs don't drive organic growth — and what to do instead
The simple framework that ties daily behavior to long-term sales results
Why your salespeople aren’t closing more — and how to change that without micromanaging
How to use a “Developmental CRM” with producer and leader playbooks to drive consistent growth
The real stories of agencies that used this approach to unlock their next level of performance
How to turn your CRM into your most effective sales tool — without adding more admin work
How to build a high-performing sales team using your CRM as a coaching tool
Why traditional CRMs don't drive organic growth — and what to do instead
The simple framework that ties daily behavior to long-term sales results
Why your salespeople aren’t closing more — and how to change that without micromanaging
How to use a “Developmental CRM” with producer and leader playbooks to drive consistent growth
The real stories of agencies that used this approach to unlock their next level of performance
How to turn your CRM into your most effective sales tool — without adding more admin work
How to build a high-performing sales team using your CRM as a coaching tool
Why traditional CRMs don't drive organic growth — and what to do instead
The simple framework that ties daily behavior to long-term sales results
Why your salespeople aren’t closing more — and how to change that without micromanaging
How to use a “Developmental CRM” with producer and leader playbooks to drive consistent growth
The real stories of agencies that used this approach to unlock their next level of performance
How to turn your CRM into your most effective sales tool — without adding more admin work
I've taught the methodology for 30+ years, now I'm connecting it to your CRM.
I'm going to reveal all the secrets to multiplying agency revenue in middle-market insurance.
RANDY SCHWANTZ
Let's face it, your CRM is a money pit, not a money maker. But it doesn't have to be!
They marketed it as the solution to growth but it's not, it's a vehicle. And an expensive one at that. Who should drive the vehicle? That's right, it's you.
So how do you drive your CRM to actually multiply agency revenue? How do you hit results like Jim (2X), Justin (4X), Ben (5X) and Jamie (7X)?
I've taught the methodology for 30+ years, now I'm connecting it to your CRM.
I'm going to reveal all the secrets to multiplying agency revenue in middle-market insurance.
We're Declaring WAR on
CRM's for Middle-Market Insurance
Enterprise CRM's
#Salesforce.com, #MicrosoftDynamics
Insurtech
You won't ever automate your landing page, applications, ratings and onboarding for personal lines to sell to middle market.
#Agency Revolution, #InsuredMine, #Agency Zoom
Agency Management System
Your AMS is the CSR Sandbox... built for them to send certs, manage policies, report claims and confirm billing. Great for CSR's but not a production tool.
#Applied Epic, #AMS360, #Hawksoft
Spreadsheets
We're Declaring WAR on
CRM's for Middle-Market Insurance
We're declaring war on
Enterprise CRM's
#Salesforce.com, #MicrosoftDynamics
We're declaring war on
Insurtech
You won't ever automate your landing page, applications, ratings and onboarding for personal lines to sell to middle market.
#Agency Revolution, #InsuredMine, #Agency Zoom
We're declaring war on
Agency Management System
Your AMS is the CSR Sandbox... built for them to send certs, manage policies, report claims and confirm billing. Great for CSR's but not a production tool.
#Applied Epic, #AMS360, #Hawksoft
We're declaring war on
Spreadsheets
" The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency.
The second is that automation applied to an inefficient operation will magnify the inefficiency. "
" The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency.
The second is that automation applied to an inefficient operation will magnify the inefficiency. "