SureBridge Targeted Pre-Call Planning: Strong Discovery and Qualifying Questions

Remote
Webinar
Multiple Days
Tuesday, July 26, 2022
12:00 pm
-
1:00 pm

With Special Guest Ed Wallace

Producers invest a great deal into acquiring initial meetings with prospective customers. However, after all this hard work, many initial meetings do not advance to future discussions on ways to work together. This webinar discusses the best ways to plan for successful initial in-person and virtual customer meetings. The program will cover the following learning objectives:

•Create impactful pre-call plans for each targeted prospect

•Develop strong discovery questions aligned with the Relational GPS ® of each prospect

•Qualify your prospect with B.A.N.T. – Budget, Authority, Need, Timeline

•Develop an “in the moment” value statement for each sales opportunity

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Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.  

Get to know us, and see how we can help you take your business to the next level.

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SureBridge Targeted Pre-Call Planning: Strong Discovery and Qualifying Questions

Remote
Webinar
Multiple Days
Tuesday, July 26, 2022
12:00 pm
-
1:00 pm

With Special Guest Ed Wallace

Producers invest a great deal into acquiring initial meetings with prospective customers. However, after all this hard work, many initial meetings do not advance to future discussions on ways to work together. This webinar discusses the best ways to plan for successful initial in-person and virtual customer meetings. The program will cover the following learning objectives:

•Create impactful pre-call plans for each targeted prospect

•Develop strong discovery questions aligned with the Relational GPS ® of each prospect

•Qualify your prospect with B.A.N.T. – Budget, Authority, Need, Timeline

•Develop an “in the moment” value statement for each sales opportunity

Upcoming Events...

Event Details
Webinar

This week's topic: Producer Portal and Consumer Portal

Event Details

New Agent Training

Jul 16, 2025 2:00 PM
Multiple Dates
Webinar

This week Kris will be discussing CSNP plans.

Event Details
Webinar

Wellabe's Critical Illness insurance allows people to build the coverage they need

Event Details

New Agent Tech Training

Jul 17, 2025 3:00 PM
Multiple Dates
Webinar

A brief overview of the tech platforms that CareValue provides to our agents

Event Details
Webinar

Join a refresher training on UHICA plans

Event Details

Agent Weekly Update

Jul 18, 2025 2:00 PM
Multiple Dates
Webinar

Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!

Register Here

To register for this event, please send an email to with your name, phone number, and event location/date if applicable. Thank you!


Email:

Registration has closed.

Register >

No registration details are available.

This event has passed. Upcoming Events >
Thank you! You have registered for this event.
Oops! Something went wrong while submitting the form
Thank you! You have registered for this event.
Oops! Something went wrong while submitting the form

Add it to your calendar:

Jul 26, 2022 Jul 26, 2022 SureBridge Targeted Pre-Call Planning: Strong Discovery and Qualifying Questions This webinar discusses the best ways to plan for successful initial in-person and virtual customer meetings.

Meeting and/or Registration Link:
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Additional Joining Instructions:

Remote
Join Meeting >

Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.  

Get to know us, and see how we can help you take your business to the next level.

Learn More

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form
SureBridge Targeted Pre-Call Planning: Strong Discovery and Qualifying Questions
July 26, 2022 12:00
July 26, 2022 13:00
Remote
This webinar discusses the best ways to plan for successful initial in-person and virtual customer meetings.
 
                                              
Webinar Link (if applicable):
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