Unit XX-A: Business Insurance
Sales & Marketing Appendix
Action Assignment #3

Earning Scheduled Meetings

  1. Discuss with your General Agent/Trainer the approach techniques described in the text. Determine if and how they should be modified to fit your selling style and local markets.

  2. Identify 15 of the best prospects on your business insurance prospect list. Then, using one or more of the approach techniques described in the text, contact these businessowners or professionals for 15- to 20-minute Opening Interview meetings. Review the results with your General Agent/Trainer.

  3. Meet with your General Agent/Trainer as scheduled above to discuss what you've read and ask questions about the subjects covered.

Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.


Unit XX-A: Business Insurance
Sales & Marketing Appendix
Action Assignment #3 Satisfactorily Completed

DATE: __________ SIGN OFF
General Agent: ____________________________________
Sales Associate: ___________________________________
Firm (Print): ____________________________________

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