MEET BEAU
Meet Beau Vincent—an inspiring entrepreneur, leadership coach, and host of the acclaimed podcast The Conviction of a Leader. With a powerful blend of vision, determination, and a deep passion for helping others, Beau has not only built an impressive career but has also made a lasting impact on those he mentors.
At 34, after years in the corporate world, Beau took a bold leap of faith to pursue his lifelong dream of entrepreneurship. In 2019, he founded Vincent Family Insurance, which has since experienced extraordinary growth, generating nearly $5.5 million in revenue within just three years.
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TEACH IT.
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70/20/10 Rule for Training
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4 Steps to Coaching
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Setting tone like a thermostat, not a thermometer.
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Scheduling effective meetings, one on one training sessions and team meeting/trainings.
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Interviewing like a master and setting the tone in the interview
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LEAD IT.
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Leader’s make their people feel safe
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How to be proactive vs. reactive
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How to remain factual in times filled with emotions
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Using the three C’s to attract, retain, and grow your team members
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Living with non-negotiables
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“We Love Insurance, But We Love People More”
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EXPECT IT.
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How to have an effective accountability session with role playing
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Discover the two ways to motivate your team.
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Use the Motivational questionnaire to hold them accountable to their goals
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Seeing is believing
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7 STEPS TO CLOSING MORE SALES
(Watch the video breakdown in the CWC training platform)
1
OPENING
Stop asking YES and NO, it’s time to own the sale and it starts with the opening!
2
F.O.R.D
Build rapport with F.O.R.D (“This is a relationship not a transaction, don’t just ask the application questions! If you build rapport, you can ask for more”) Family, Occupation, Recreation, Dreams.
3
LEAD WITH LIABILITY
Lead with liability and stop asking a million questions. Just state the coverage, explain the coverage, and use a story on why they need that coverage!
4
ASSUME THE SALE
Never sell out of your pocket! Just go in for the ask! “I feel good about the coverages that we put together. I just need your routing and account information to lock in this great coverage for you today!
5
HANDLE THE OBJECTIONS
A. After objection one - isolate the objection.
B. After objection two - Feel, felt, found
6
HOTLIST
These are the customers you should have sold a policy to. You build great rapport, didn’t overcome their objections, they insisted on getting off the phone. Now, you have a short list of names that you add to daily. Work these often and especially around the end of the month!
7
FOLLOW-UP APPOINTMENT
Figure out the best time to follow up! When do they have enough insurance history? MVR incidents/ claims falling off? Birthday coming up?
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