• Agency Interaction with Prospective Clients

  • Mar 26 2024
  • Length: 35 mins
  • Podcast

Agency Interaction with Prospective Clients

Listen for free

View show details

  • Summary

  • With so much emphasis on technology these days, it’s easy to lose sight of our own personal interactions with prospective clients in the sales process.

    We're joined by Kelly Donahue-Piro, President at Agency Performance Partners (APP), who shares the results of her team’s 2023 Secret Shopper Program targeting independent insurance agents – the results just might surprise you.

    Kelly has been working in the insurance field for 15 years, and at the helm of APP since 2014. Kelly and members of her team are regular keynote and featured speakers at insurance events. In fact, she and/or members of her team will be speaking at a number of SIAA-related events this spring, including the Lone Star Summit on April 30th.

    Kelly brings some helpful perspective as we work through the meaning of the results captured through the Secret Shopper Program. If you would like to view the results for yourself, Kelly has been kind enough to provide them and you can access them through the link below.

    https://www.siaa.com/wp-content/uploads/2024/03/IATS-Episode-27-Q2-2024-Secret-Shopper-Call-Stats-Asset-for-Show-Notes.pdf
    Show More Show Less
Show More Show Less

What listeners say about Agency Interaction with Prospective Clients

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.