AppX Sales Bi-Weekly Video Call Overview

We have 10 meetings together. Let's make them count!

After your AppX Sales Training Day there are 5 bi-weekly meetings designed to help coach your team to success. Here are some details on the bi-weekly calls:


  • Each call is booked for 1 hour via Zoom. Generally the calls last between 30-45 minutes. The remaining time allows your team leaders to connect with APP on any matters.
  • We recommend your team is both on video and phone. If webcams are a concern, the team can use a smart phone.

Video bi-weekly calls have a much better result!

  • It's important everyone comes prepared and ready for the call.
  • Before each call they will need to watch a video in the Agency Performance Pack. They can log in at the top, right-hand button on our website (Log into APP Pack) Any issues, please email
  • We will send reports on anyone who has not watched the video. 
  • Each Friday we will request your data to review on the meeting.

Meeting Agenda

10 Minutes

Training with your team with PPT lead by your Performance Coach

This enhances the video you have already seen 

5 Minutes

Metrics Review 

5 Minutes Incentive Plan
10 Minutes Everyone shares one success & one lesson
As Needed Review team questions and challenges 
5 Minutes One word close on how everyone is doing
Remainder Team leader time with your Performance Coach

Lesson Review - See your Manager Set Up Guide for Tips For Each Meeting

Lesson 1: Building Rapport

  • Everyone will have to share their personal pitch
  • We will work on the agency's pitch

Lesson 2: Insurance Interrogation

  • Review adding sales questions into underwriting questions
  • Integrate the sales call sheet into the process
  • Discuss cross selling at the point of sale

Lesson 3: Setting Expectations

  • Review quoting over the phone
  • Set appointment with the client
  • Do not email the quote

Lesson 4: Delivering the Quote

  • Build a list of carrier features
  • Provide 2-3 options
  • Pivoting from the policy requested to the cross sales

Lesson 5: Asking For the Business

  • Asking for the business
  • Handling an objection
  • Assume the sale

Lesson 6: Embracing Concerns/Overcoming Objections

  • Common objections
  • Late Night DJ voice
  • Ask questions

Lesson 7: Referrals and Final Rounding

  • 30 Day Follow Up Call On New Business
  • Referrals
  • Following Up on Account Rounds

Lesson 8: Controlling Your Pipeline

  • Golden Hour
  • Calling unsold quotes, lost business & new business 
  • Getting the Reports
  • What to Say

Lesson 9: Speed & Follow Ups

  • Hopping on new website leads
  • 2 Weeks of Follow Up
  • Voicemail Script

Lesson 10: Break Up Call 

  • Breakup Strategy
  • Phone Script
  • Email