Sales Automation – Your Inside Man

To pull off an epic heist you need precision timing, a talented crew, and the right tools for the project. Same goes for your life insurance agents on the sales front. Successful integration of sales automation into your business will have you laughing all the way to the bank.

Automate for Automatic Sales

Closing is a life insurance agent’s livelihood – they literally have to put their money where their mouth is. And the real talent, they prove their worth by delivering results.

Don’t let your team waste precious time getting tied up in tedious tasks when they could be finessing the angles on a prime deal, one that will actually pay off.

Implementing a sales automation system that captures and nurtures leads until they’re ripe for the picking can relieve your sales force of that burden.

Automation can track and follow up on consumer activity until a bankable opportunity presents itself – Every minute you can spare your team is one more minute you can give them getting own and dirty on the playing field.

Know Your Daily Forecast

In sales, you have to keep on your toes – one ear to the ground. And when things fail to go according to plan, as they often due in the industry, well… you have to improvise kid.

Playing it off the cuff is standard practice for the sales game, but your team should be prepared for whatever might come at them.

Sales automation systems can provide a daily forecast that will allow your life insurance agents a chance to glance at what they can expect what’s coming through the door – get their game straight for the day.

Sync a breakdown to hit their e-mail first thing in the morning and follow up with a link in a text message for easy access.

Visualize the Amount of Time You Can Save

Not everyone is MacGyver – Don’t send someone in to crack a safe with a piece of bubble game and a paper clip.

Not only should your data be updated consistently, but it should be easy to view and comprehend.

Visuals work best – colorful graphs, pie charts, etc.

Remember, you’re trying to save time. Leave the analytics and reporting to the brains at home base.

You just need to give your life insurance agents in the field brief snippets that will get them in and out with as little hassle as possible.

Final thoughts…

Selling isn’t all it’s glammed up to be… I’m teasing, glamourous isn’t exactly in the job description – you earn the money that you use to live on by the sweat of your brow. Decent, hard work but by no means a cake walk.

A lot of behind the scenes preparation goes into closing a successful deal. You want your life insurance agents trained and ready to tackle anything in their path.

Not sure where to get started? Check out CoPilot, a sales automation system aimed at assisting the needs of sales agents. It was designed by Autopilot, a marketing and CRM developer.

Find a sales automation system that fits your life insurance agency like a glove and watch as your flawless operation unfolds.

Lisa Navarro is a freelance writer and administrative professional currently residing in Southern California. She has over 10 years of experience within the marketing and health insurance fields. When she’s not intimidating strangers with her writing, she’s most likely out and about stirring up trouble.