The Insurance Dudes

The P&C Insurance Sales Script Proposal That Sells PART 7 | Insurance Agency Playbook

July 19, 2023 The Insurance Dudes: Craig Pretzinger & Jason Feltman Season 3 Episode 614
The Insurance Dudes
The P&C Insurance Sales Script Proposal That Sells PART 7 | Insurance Agency Playbook
Show Notes

Welcome back to The winning P&C Insurance sales Script! In this episode, Jason Focuses on building “the connection” and emphasizes establishing a genuine bond with potential clients for sales success.

He covers a lot of ground by discussing how to move beyond taking orders and actually doing something that is more than collecting data.

Jason talks about how important utilizing the power of “work, family, and fun” is in the conversation and thoroughly discusses the idealogy of “peeling the Onion.”

By understanding clients on a deeper level, insurance professionals can stand out and excel in the industry. Jason reminds us to personalize interactions, follow up on shared interests, and show genuine care for clients' needs to ensure stronger bonds with our customers and increased engagement and retention.

The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. 

The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. 

Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!

About Jason and Craig:

Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  

Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!

LEARN MORE BY Registering for TUESDAY’s LIVE CALL With The Insurance Dudes!


For more information and access to valuable resources, visit the Insurance Dudes!

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