Mastering Sales Techniques: How to Stand Out

Video Summary

In this webinar, we explore the importance of personalization in insurance and how it makes you stand out. Discover key strategies for tailoring coverage to individual client needs by assessing unique circumstances, considering financial factors, and conducting effective needs analysis sessions. Learn how to build strong client relationships through transparency and personalized solutions.


(2:40) Why Conduct a Needs Analysis?

Reasons to conduct a needs analysis

(19:50) Needs Analysis Questions

Asking the right questions to help your clients

(34:37) Questions

Agents ask questions

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