Course curriculum

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  • 1
    Welcome to the CA Sales System
  • 2
    1. Preparing a Positive Mindset
  • 3
    2. Understanding Goals
    • Setting Goals - Introduction
    • Setting Goals
    • Quiz 2
    • Think Big
    • Quiz 3
    • Set A Target
    • Quiz 4
    • How Do You Hit The Target?
    • Quiz 5
    • Take Action
    • Quiz 6
    • Write Down Your Goals
    • Quiz 7
    • How to Achieve Your Goals
    • Quiz 8
    • Make Your Goals Public
    • Quiz 9
    • Accountability Partner
    • Quiz 10
    • Track Your Goals
  • 4
    3. The Power of Words
    • Words - Introduction
    • Set Sit Sell
    • Quiz 2
    • 3 A's
    • Quiz 3
    • Speed, Shots, Skills
    • Quiz 4
    • Scan, Fact Find and Ask Questions
    • Quiz 5
    • FORM
    • Quiz 6
    • Mindset, Mission, Moves
  • 5
    4. The Value of Questions
    • Questions - Introduction
    • Asking A Question
    • Quiz 2
    • Always Agree
    • Quiz 3
    • Always Assume
    • Quiz 4
    • Finish With A Question
    • Quiz 5
    • Follow Up With A Question
    • Quiz 6
    • Pushing Through
    • Quiz 7
    • Hypotheticals
    • Quiz 8
    • Example Questions
    • Quiz 9
    • Multiple Choices
    • Quiz 10
    • Three Options
    • Quiz 11
  • 6
    5. Building Your Personal Brand
    • Personal Branding - Introduction
    • Quiz 2
    • Personal Branding 2
    • Personal Branding 3
    • Quiz 3
    • Personal Branding 4
    • Quiz 4
    • Personal Branding 5
    • Quiz 5
    • Personal Branding 6
    • Quiz 6
    • Personal Branding 7
    • Quiz 7
    • Personal Branding 8
    • Quiz 8
    • Personal Branding 9
    • Quiz 9
  • 7
    6. Top Traits of Successful Agents
    • Care About The Customer
    • Quiz
    • Confidence
    • Quiz
    • Always On
    • Quiz
    • Sneaky
    • Quiz
    • Resilient
    • Quiz
    • Outgoing
    • Quiz
    • Good Listeners
    • Quiz
    • Multi Taskers
    • Quiz
    • Provide Insight
    • Quiz
    • Persistent
    • Quiz
    • Honesty
    • Quiz
  • 8
    7. Phone Sales 101
    • Introduction
    • Assume
    • Finish With A Question
    • Leap Of Faith Close
    • Hypotheticals
    • Overcoming Objections
    • Pivoting Back Into Control
    • The Take-Away
    • Lose The Sale
  • 9
    8. Face-to-Face Sales Process
    • Appointment Process - Introduction
    • Follow Each Step
    • Quiz 2
    • The Set-Up
    • Quiz 3
    • The Scan
    • Quiz 4
    • The Show
    • Quiz 5
    • Solidify The Appointment
    • Quiz 6
    • Voicemail - Email - Text
    • Quiz: Voicemail - Email - Text
  • 10
    9. Telesales Process
    • Introduction
    • Control
    • Make The Product Exclusive
    • Fact Finding
    • Build Value and Trial Closes
    • Present Options and Closing the Sale
    • Application Process
    • Time on The Phone
  • 11
    10. Prospecting 101
    • The Prospecting Cycle For Insurance Agents
    • Learn This Fail-Proof Prospecting System & See More People!
    • 7 Prospecting Methods For AEP! [Insurance Agent Tips]
    • 5 Ways To Prospect Without Being Pushy!
    • The 1 Word Insurance Agents Struggle With Prospecting
  • 12
    11. Door Knocking
    • Door Knocking - Introduction
    • Map Your Route
    • 10 Tips for Door Knocking
    • Door Knocking Quiz
  • 13
    12. Powerful Weekly System
    • System - Introduction
    • Systems
    • What Does Your Style Look Like?
    • Consistency
    • What Are Your Non-Negotiables?
    • What Time Are You Working?
    • You Need A Schedule
    • Discipline
    • Track Your Process
    • What Are Your Patterns?
    • Plan Your Week
  • 14
    13. Breaking Down the Numbers
    • Breaking Down Numbers - Introduction
    • Know Your Numbers
    • Average Scale
    • How Many Calls Do You Need To Make?
    • How Many Door Knocks Do You Need?
    • How Many Leads Do You Need?
    • How Much Can You Earn Per Call?
    • How Much Do You Earn Per Door Knock?
  • 15
    14. Cross-Selling
    • The Best Way To Cross-Sell & Fact Find
    • How To Cross-Sell Other Insurance Products Over The Phone
    • How To Cross-Sell As An Insurance Agent!
    • Cross-Selling Insurance Products - 8% Nation Podcast
    • Mastering The Art Of Insurance Cross-Selling!
  • 16
    15. Lead 101
    • Leads - Introduction
    • Unemployed
    • Types of Leads
    • Quiz 3
    • What Is A Lead?
    • Quiz 4
    • Opportunity To Make Money
    • Quiz 5
    • How Many Leads Do You Need?
    • Quiz 6
    • What Should You Track?
    • Quiz 7
    • Ad Copy Details
    • Lead Myths
    • What Are The Facts?
    • You Are The Expert
    • Call or Door Knock?
    • Quiz 11
    • 12-Touch Follow Up
    • Quiz 12
  • 17
    16. Retaining Insurance Clients
    • Retaining Clients - Introduction
    • Thank You Card
    • Quiz 2
    • Business Card Magnet
    • Quiz 3
    • Newsletter/E-Newsletter
    • Quiz 4
    • Special Birthday Card
    • Quiz 5
    • Fight For The Client
    • Quiz 6
    • Deliver The Policy
    • Quiz 7
  • 18
    17. Telephone Sales
    • Telephone - Introduction
    • Tips for Calling Prospects
    • Assume The Right Person Answered
    • Use Your First Name
    • Do Not Ask
    • Do Not Pause
    • Sell A Drop-Off Time
    • Is Your Goal Clear?
    • Script Tips
    • Should You Leave A Voicemail?
    • Chapter 17 Quiz
  • 19
    18. Overcoming Objections
    • Overcoming and Handling Objections
    • 3 A's To Overcoming Objections
    • I Am Not Interested
    • I Already Have Coverage
    • I Can't Qualify
    • I Can't Afford It
    • Call Me Back
    • Put It In The Mail
    • The Takeaway
    • Role Play To Get Better
    • Objections Quiz
  • 20
    19. Closing
    • Closing - Introduction
    • Always Be Learning
    • Quiz 2
    • Relationship
    • Quiz 3
    • Value
    • Quiz 4
    • Engagement
    • Quiz 5
    • Mental Pictures and Decisions
    • Quiz 6
    • Benefits Presentation
    • Quiz 7
    • 3 Option Close
    • Quiz 8
    • No Call-back Close
    • Quiz 9
    • Takeaway Close
    • Quiz 10
    • Underwriting Close
    • Quiz 11
    • Extra Techniques
    • [NEW] Is Pressure A Bad Thing?
    • Quiz
    • [NEW] Unable to Deal with Emotions
    • Quiz
    • [NEW] Do You Have a Lack of Belief in the Product?
    • Quiz
    • [NEW] Understanding Reasonable
    • Quiz
    • [NEW] Receiving Complaints As Objections? What Do You Do?
    • Quiz
    • [NEW] Lack Of Closing Materials
    • Quiz
    • [NEW] What is the Rule for Closing?
    • Quiz
    • [NEW] Presenting Your Proposal
    • Quiz
    • [NEW] Communicating Clearly
    • Quiz
    • [NEW] Eye Contact Is Key
    • Quiz
    • [NEW] How To Include Your Personality
    • Quiz
    • [NEW] Appreciate The Opportunity Of Now
    • Quiz
    • [NEW] #1 Key To Closing
    • Quiz
    • [NEW] Certainty
    • Quiz
    • [NEW] Asking VS Telling
    • Quiz
    • [NEW] Words That Create Doubt
    • Quiz
    • [NEW] No Call-Back Close
    • Quiz
  • 21
    20. Inspiration & Motivation
    • Your Were Meant To Do Something Great
    • Quiz 1
    • Leave A Legacy
    • Quiz 2
    • What's Your Endgame
    • Quiz 3
    • How Do You Get There?
    • Quiz 4
    • What Are Your Goals?
    • Quiz 5
    • Limiting Beliefs
    • Quiz 6
    • Ideal Life
    • Quiz 7
    • Daily Routine
    • Quiz 8
    • Energy Is Everything
    • Quiz 9
    • Consistency Is Key
    • Quiz 10
    • Want It More
    • Quiz 11
    • Ain't About The Money
    • Quiz 12
    • Do The Hard Stuff First
    • Quiz 13
    • Past The Limit
    • Quiz 14
    • Think Bigger
    • Quiz 15
    • Dream Like A Champion
    • Quiz 16
    • No Plan B For Your A Game
    • Quiz 17
    • Plan B Distracts From Plan A
    • Quiz 18
    • Studying Successful People
    • Quiz 19
    • Having A Mentor
    • Investing In Yourself
    • Quiz 21
    • Skill Up
    • Quiz 22
    • Learn To Earn
    • Quiz 23
    • Positivity Only
    • Quiz 24
    • Who Do You Surround Yourself With
    • Quiz 25
    • Be Happy For People Who Are Winning
    • Quiz 26
    • The More You Do The More People Won't Like It
    • Quiz 27
    • No Online Negativity
    • Quiz 28
    • Write Goals Down Every Day
    • Quiz 29
    • Be On The Same Page As Your Spouse
    • Quiz 30
    • Dominate Don't Compete
    • Quiz 31
    • DISC Assessment
    • Quiz 32
    • High Ethics
    • Quiz 33
    • Scale With Speed
    • Quiz 34
    • Show Up Early
    • Quiz 35
    • Stay Late
    • Quiz 36
    • Make Decisions Fast
    • Quiz 37
    • Go For It
    • Quiz 38
  • 22
    21. Most Common Insurance Mistakes
    • Appointment Setting Mistakes
    • The #1 Mistake New Insurance Agents Make
    • The Top FIVE Mistakes That New Insurance Agents Are Making On The Phone
    • Why I Almost Failed As An Insurance Agent
    • 4 Things NOT TO DO As A New Insurance Agent
  • 23
    Team Kickoffs!
    • AIMS Team Kickoff