The target of insurance professionals

I. How are the sales networks animated and organized around this target?

• Commercial objectives and bonus systems

• Priority targets and those to avoid

• Organization within the agency and support from specialists

• The evolution of agency traffic and the importance of distance selling The articulation of agency activity with the contact center and the website

II. What is the commercial dynamic in place and what means are available to advisors to promote equipment?

• Targeting files, alerts to process and commercial bounces

• Workstation tools to help sales advisors

• Highlights, commercial operations and organized events

• One-off and permanent multi-equipment offers: bundled offers, decreasing pricing, etc.

• The room for maneuver of advisors to grant a discount

III. What are the practices for attracting professionals?

• The main channels for capturing professionals

• The partnerships put in place to approach this target

• The importance of recommendation and sponsorship systems

• Contact entry and multi-equipment products

• The main moments of capture and equipment

• The commercial approach during a first meeting

IV. What are the practices to retain professionals?

• Segmentation based on loyalty, value or equipment

• Management of the relationship excluding events provided for in the contract

• Managing a customer presenting a risk of departure: alerts, attrition score, etc.

• Managing clients in the face of inflation of contributions