Background:Delta Insurance Agency, a small-scale provider of home, auto, and life insurance, wanted to better understand its sales team’s quarterly performance. Using KPIs, they aimed

Setting the Scene: “Secure Future Insurance,” is an agency where the sales team, though talented, faces motivational and training challenges. Sandra, the agency’s dynamic owner,

Background: Jane owns “Downtown Insurance,” a local insurance agency in Springfield. While she enjoys a steady stream of clients, she senses potential markets are untapped.

Cold calling is an age-old technique in the insurance world. However, with evolving times and data availability, there’s potential to make it more personalized and