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“Winning Strategies for Commercial Lines Prospecting Success”

Whether you’re looking to increase annual agency revenue, support a newer producer, meet carrier expectations, or show off at the next agents’ gathering, this Guide gives you a bird’s-eye perspective and step-by-step strategies to start, maintain, and nourish a new business pipeline that boosts revenue and builds long-term client relationships.

Just some of the key topics covered in the Guide:


  • The 6 foundations for prospecting productivity
  • Why the human touch is so important
  • Focus, attunement, insight, and understanding
  • Best practices for lists and targeting
  • How to use probes and questions to engage prospects and uncover critical sales intel
  • The power of blended phone and email
  • Lead qualification and disqualification

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