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3 Ways Technology Can Improve Your Sales Culture

Posted on July 21, 2016 by Libbie Cedeno

insurance agency producer sales culture vertafore

What causes a person to leave their job?

Job complacency and employee dissatisfaction can definitely play a role. Part of this job dissatisfaction comes from an inability to perform up to one’s own expectations. For insurance producers, technology can play a key role in improving the sales culture in your own agency and help you live up to your own high expectations on how well you perform your job, reach new clients, and sell more policies.

Insurance producers should know that insurance is an ever-evolving industry and the rules are constantly changing. Do you know everything there is to know about insurance or selling it? Well, of course not—no one does. You must be in a perpetual culture of learning to keep you at the very top of your sales game. As the famous business management consultant, Peter F. Drucker, once stated, “We now accept the fact that learning is a lifelong process of keeping abreast of change, and the most pressing task is to teach people how to learn.”

Obviously, lifelong learning is key to a healthy workplace. The mindset can benefit you, your coworkers, and your agency as a whole. To help you on your journey to become the best insurance producer you can be and improve your sales capability, there are a few tools available to help you in the process.

eLearning Courses

We live in a rat-race world and although you may desire to further your sales education, there just isn't enough time in the day to enroll in or participate in a campus-structured setting. This is where eLearning courses can help you achieve your sales education goals. Online sales training courses such as the ones provided by are available at very reasonable prices and may even be reimbursable to you by your employer. It never hurts to ask! There are other reputable online education providers as well such as The National Alliance for Insurance Education & Research. One of the best insurance sales courses available through The National Alliance for Insurance Education and Research is its Dynamics of Selling Series. If you are not in a position of taking a paying course, there are also many free insurance sales training resources available.


The good thing about taking a MOOC (Massive Open Online Course) is that most are easily accessible over the Internet and at very little or no charge. You can even get a complete degree using MOOCs. If you are limited in funds but aspire to get a degree or just acquire further job skills to advance your career, check out this complete list of MOOCs available by top universities and colleges over a wide range of subjects.

Collaboration Tools to Help You Work Remotely

For many insurance professionals, working from home is not a luxury, it is a necessity. As an insurance producer, you know you need flexible work accommodations and the ability to connect with clients and office personnel at a moment’s notice. Your office may be a motel room desk on your way to your next trade show event. For the best collaboration, you’ll need effective connection tools such as Skype, where you can quickly arrange a “face-to-face” video chat meeting or Microsoft’s OneNote, a cloud-based digital notebook that will let you quickly access important notes before meeting with a client to make your next big sale. Huddle is another great collaboration tool which allows you to collaborate with others on shared projects and access documents among multiple project teams.

It’s about achieving dreams. What are your dreams when it comes to your career expectations and how are you setting out to achieve your own dreams and goals? Not only will more sales training tools help you achieve your own sales goals, but it will also improve the sales culture for your entire agency.

Culture plays such an important role in an organization's success that we've created an entire section of our website dedicated to helping you improve your agency's culture. Get started with our free resources here!

Libbie Cedeno

Ms. Cedeno is a member of the Small Agency sales team at Vertafore arming independent insurance agents with the most complete and adaptable technology in the market. Libbie has 12 years of experience in a variety of different roles for prominent insurance companies like Allstate, Liberty Mutual, and Travelers. This experience makes her uniquely qualified to provide her customers with expert advice about how they leverage technology to accomplish their business goals.




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