Canadian Underwriter


IBAO Webinar: Leverage Profiling in Sales – Part 2

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September 29, 2022

This webinar is Part 2 of a 2-part series. In part 2, participants will discuss telephone etiquette, and explore what makes a successful sales presentation. Using the DISC profiles learned in Part 1, participants will also discuss effective ways to deal with objections as well as successful closing techniques and ways to follow up after a sale. Examples will be provided from both personal lines and commercial insurance.


By the end of this webinar, participants will be able to:

  • Demonstrate proper telephone etiquette
  • Describe the key steps to a successful sales presentation
  • Effectively deal with objections
  • Apply effective closing techniques and follow up after the sale
  • Write effective and professional thank you notes

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