Uncovering the Truth: A Comprehensive Review of Your Business Process

Uncovering the Truth: A Comprehensive Review of Your Business Process

Do you know what’s frustrating? Working hard, but not seeing the results.

This is the time of year to put down the microscope, pick up the mirror and ask yourself why?

It's frustrating to look back and realize how hard you've worked over the past year, but you’re failing to see the growth.

Now is the time to ask yourself why.

Let me give you some tips that might help you get back on track this year.

You need to stay current on industry trends. Identify the innovators you could partner with to create a more sellable package of solutions. Identify who is providing these solutions and displacing incumbent brokers. What solutions can help you win the agent or record with more ease this year?

If your prospects don’t seem to be buying your solutions, understand why. Why did they decide to stay put? Why are they staying with the incumbent broker? Is that broker better than you? Of course not! However, you did not bring a solution to the table that made the prospect think differently and prove that you can help them do things better without spending more money. This is where finding more innovative solutions are important.

Finally, what does your prospecting system look like? Do you have a process that ensures you have a full pipeline? Do you have a process that guarantees that you have meetings booked with decision-makers every week?

If you're working your butt off but you aren't growing, turn your urgency button on, and let's talk about it!

Give me a call. I'm happy to help in any way I can.

Joseph S. Erle, MBA, CIC, CRM, TRA

Cyber Insurance | Getting Businesses Secured and Insured

1 年

Great article! It's important to reflect on our efforts and make adjustments as needed. Staying current on industry trends, identifying innovative partners, understanding why prospects may not be buying, and having a strong prospecting system are key. Let's turn on that urgency button and make things happen!

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