UNIT XX-A: BUSINESS INSURANCE
SALES & MARKETING APPENDIX
ACTION ASSIGNMENT #5

Presenting & Closing

  1. Conduct presentation interviews with the three business and professional market prospects for whom you developed proposals. These should be joint calls with your General Agent/Trainer or Advanced Sales Specialist. Conduct "curbside critiques" immediately after each interview.

    1.     COMPLETE

    2.     COMPLETE

    3.     COMPLETE

    4.     COMPLETE

    5.     COMPLETE

  2. As you complete the applications and other paperwork during these interviews, your General Agent/Trainer or Advanced Sales Specialist accompanying you should be sure you're getting complete information and filling out the application and other paperwork carefully. They should also review submitted applications on future cases until they're satisfied that you have mastered this skill.

    3.   COMPLETE

    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 #5 Satisfactorily Completed

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

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