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Whether you lead an agency or manage a book of business, Q4intelligence is built to support you as an organization and business professional. Our vision in starting Q4i was to help those of you in employee benefits agencies:
- Access a sales training program that teaches you how to have more meaningful conversations that set you apart from your competition and help you close more clients and grow revenue.
- Grow as the leader of your practice through teaching and guidance so you can effectively market and lead your team and business.
It is common to reach a point in the journey of business ownership where growth slows or stops altogether. The processes, conversations, and strategies that once worked might be the very things now holding you back. We see this time and time again with the agencies we coach: they’re good at what they do, but they’ve outgrown their systems.
When we meet agencies and producers, we start with conversations about the sales process and begin teaching folks our MORE System (Maximizing Organizational Return on Employees). Our comprehensive sales methodology teaches producers and agency leaders how to lead strategic conversations, rethink how they approach sales, and deliver value to clients.
In this process, the conversations you create with prospects and clients both solve business problems and build stronger client relationships. We’ve designed it specifically for benefits professionals who want to:
- Shift from selling insurance to offering strategic guidance.
- Win higher-value clients.
- Build a scalable, predictable book of business.
- Create better alignment between sales, service, and leadership.
Why it works, and why it matters for your bottom line
Most producers are sent out to sell without a plan. They rely on instinct, personality, and maybe some materials from the carrier. And when that doesn’t scale, they stall out. Owners get frustrated that their new producers aren’t producing, and their experienced producers are just sitting on a book.
An agency is a sales organization that needs to constantly sell and bring in new revenue. If you don’t have a process that all salespeople can use and all service team members know and can help support, you’re missing out on an opportunity to grow your business and meaningfully impact employers and employees.
When you start selling with the MORE System, you’ll find yourself in a new position. You’ll be giving structure to sales conversations so producers can guide the process confidently, and you’ll have a process around which to train and onboard new producers.
Your sales process will move beyond selling and move into teaching and diagnosing business problems through consultative selling.
You will create alignment between sales and service teams so the experience matches the promise, which will build consistency in your revenue growth and client relationships.
Interested in learning MORE?
Join our online Goose platform, and you get access to our sales training plus a whole lot more:
- Step-by-step training videos for each stage of the sales conversation
- Worksheets and client-facing tools to use in meetings
- Real-world examples and role-play scenarios
- Access to Q4i coaches to keep your momentum going
- Option to get MORE Certified and show your clients that you take a different approach
Most importantly, you’ll get back to a growth mindset by using your repeatable, strategic system to grow your client base and revenue.
If you’re serious about growth, this is for you
We’ve helped numerous agencies grow their revenue, improve their profitability, and exit with millions more than they were on track to receive before working with us.
Whether you want to grow and keep working, set up a succession plan, or prepare for retirement, solid, sustainable sales practices will get you there, and the MORE System helps you build them.
If your agency struggles with sales stall-outs, inconsistent growth, or low-value client relationships, connect with us to get unstuck and find a new motivation and passion in your business.
👉 Explore the MORE System and get started.
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Content originally published by Q4intelligence
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