In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck talk about the different stages of the sales process. 

Episode Highlights:

David shares a story about an agency that he’s working with that has a new producer. (2:44)


David mentions the purpose of having stages of the sales process. (3:38)


David shares the stages of their sales process. (6:56)


Kyle mentions one of the huge factors when it’s lost. (8:32)


David mentions what to do when the policy comes time to renew. (19:34)



Tweetable Quotes:

“ If you look at how it works, I suspect when I go in and talk to them and get them to turn into a prospect, the first meeting is the fact-finding. My only goal from that first meeting is to get them to commit, to give us information and to book the second meeting.” David Carothers

If you're going to close on that first appointment, there's something else behind the scene that you don't know everything about.” - Kyle Houck

“I just think that if people understood how easy it is to sell insurance when you're not selling insurance, everybody wouldn't be doing it.” - David Carothers


Resources Mentioned:

David Carothers LinkedIn

Kyle Houck LinkedIn

Florida Risk Partners

The Extra 2 Minutes

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