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Many agents have a sales process without realizing one exists. When a prospective client requests a quote, you most likely answer the phone a certain way, enter his or her information in a software program and deliver a quote by phone or e-mail. If it’s an online request, a notification is received in some form, then there’s a process to contact the prospect and ultimately convert them.

The sales process is the most important process in the agency, because if you don’t acquire new clients, your growth will be non-existent. Here are a few tips to help you refine and develop your sales process.

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