In this classroom-style episode, Juan teaches you how to properly gather the information needed for a Business Insurance proposal!  We discuss how professional Insurance agents get the story behind the business, not just the data.  He teaches you how to ask the right questions and use power statements to get the information you will need to set up your sale.  Juan shows you how order takers just gather the data for a quote, and end up missing key opportunities to build a relationship and trust with a customer.  He also teaches what areas of the business story to focus on.  What to say, and what not to say to customers really open up about their business.  So put on your thinking cap, and get ready to take some notes.  This episode will really get you thinking like a top producer!  Enjoy "Don't be an Order Taker!"

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