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  • Sales Plan

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      Cortland, New York Office
      Address:  67 Main St
      PO Box 5670
      Cortland, NY 13045
      Phone:  800.822.3747
      Fax:607.756.5051 (Underwriting)
      Fax:607.756.5967 (Claims Services)
      info@mcneilandcompany.com
      Denver, Colorado Office
      Address:  1331 17th Street
      Suite 810
      Denver, CO 80202
      Phone:  800.822.3747
      Fax:607.756.5051 (Underwriting)
      info@mcneilandcompany.com
      Petaluma, California Office
      Address:  1310 Redwood Way
      Suite 210
      Petaluma, CA 94954
      Phone:  888.814.4447
      Fax:760.423.1050
      info@mcneilandcompany.com
  • 4 Steps for Creating Your 2018 Sales Plan

     
    Print McNeil & Company 1:55 pm

    With 2017 having come and gone, the New Year brings new challenges and opportunities for your agency. Have you set your sales goals for 2018 yet? Have you put your agency in the best position to meet and exceed those numbers? Creating a sales plan can be difficult and time consuming, but it’s essential to your agency’s success in the year to come.

    Here are 4 steps to help you prepare for 2018:

    Review Your Sales Process

    When looking back at your 2017 results, it is essential that you review your sales process and ask some important questions. Do you have a uniform process for qualifying leads and guiding prospects through the sales funnel? Is your agency taking full advantage of your CRM system to effectively support your sales efforts? Record any issues or bottlenecks you discover and focus on addressing them as you plan for 2018.

    Identify Your Ideal Customers

    All good sales people have a short memory and are always looking for their next prospect. All great sales people take the time to evaluate a prospect and prioritize those that fit their ideal customer profile. Review your book of business to pinpoint your most profitable programs, where there is room for growth, and the customer characteristics that present your agency with the best chance to exceed your goals.

    Forecast for the Coming Year

    Once you’ve streamlined your sales process and identified your opportunities, it’s time to forecast for the year ahead. Take into consideration competition in the marketplace, new product offerings, and company resources to make sure you are setting achievable goals for your agency.

    Align Your Marketing Efforts

    Your marketing strategy supports your sales plan by focusing on the customers and markets you have identified as the most profitable. If you have forecasted a 20% growth in market A and a 5% growth in market B, your marketing resources should be allocated proportionately to help you achieve these goals. The more detailed and refined your sales plan is, the more focused your marketing efforts can be.

     

    Beginning the year with a sales plan and marketing strategy is essential to leading your agency down the path to success. However, it is important to continually review and revise your tactics to keep your team moving in the right direction.

     

    By: Tim Woitach

    For more information on this topic, check out articles from VA Partners and the Whole Brain Group. Check out all of our blogs on the News Feed.

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  • Contact Us

     

    Contact Us

    800.822.3747

    info@mcneilandcompany.com

    67 Main St
    Cortland, NY13045