Digital BGA - experience and telemarketing leads?

Thanks for your response, you cleared some things up.




When I say "nothing new", I mean in terms of any sales CRM, not specific to a FE sales CRM.

You're right, there's no other FE CRM that can do everything that your CRM can do, but there are many CRMs that can do all the things yours can do regarding leads, texts, emails, automations, etc. That's been around for years. That was my point.

Tracking a lead from the point of click to sale can also be done.

All of the extra things sound well and good. I don't know how important they are to moving a prospect from a lead to a sale though.

It's your custom CRM so you can add as much to it as you want. That's your USP to agents. That's why you're not just offering a customized version of VanillaSoft (which I believe you used to, or at least told others how to customize it as an agent).

But it's like Shopify adding another feature to the platform that may not be needed.

What's needed is marketing --> leads --> efficiently follow up using CRM --> sales.




Yes, there's value in having all of this on one platform. Like I said in another post, your goal seems to be to create an all-in-one platform for tele-sales.

Similar to Shopify and other all-in-one platforms for ecommerce.

Again, though, having a quoter open next to another CRM on your screen, with the underwriting info also open (perhaps on another screen), etc. is not that cumbersome.

But sure, having it all in one contained platform is useful.




Regarding Shaken/Stirs, spoofing a local number will not be done anymore.

It's unclear what the final result will be.

However, I wouldn't be surprised if there's regulation that requires you (caller) to require the prospect to check a box on the opt-in form agreeing to be called back by xxx number. And then you must only call back the person from xxx number to be compliant (for congruency).

Cold-call telemarketing might be go away completely, which is already not allowed anyway according to the TCPA, at least if using auto dialing.

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I hope we don't get to the point where you can't call someone unless that person has approved your number in the first place, like in some national database.

Where you have your family, friends, bank, insurance company, etc. all approved. But anyone else must get approval first somehow.

That would be a problem unless there's a simple way to get approval from the person, perhaps through text or email or checking a box on the form (which is linked to the database).
:goofy:
 
Too many agents sell on price. For example, a common rate presentation for FE telesales is presenting 3 rates and having the prospect pick - that's selling on price. The core concept we train on in onboarding is 'Big Check vs Little Check'. We focus on the death benefit throughout the script, never the price and we increase average premiums/agent profitability significantly by doing so.

Very old school.

Big number v small number

Premium is not the problem, the premium is the solution.

They have a large (relative) problem. Concentrate on their problem. Find a solution to their problem. Then explain the cost of fixing their problems.

We sell $1,000.00 bills for a few $10 bills.
 
Just to throw something out there.. there are a few people on this forum that have interactions with Jeff and Co elsewhere... Hands down everything they offer is more value than than you pay.

I've seen their training, CRM, and program.. the amount of support they give you is pretty insane (especially if you started in this business 15-20 years ago... Call banks with 20 people in a conference room and you'd never hear from a "manager" unless it was about numbers.)

The ONLY reason I don't work with their Medicare business is because I don't have the time commitment that they want..
 
Disclosure - I do not have any contracts under Digital BGA. I may have an old one or two under Jeff from years ago that I have not used in a while. I have only met him once. In Las Vegas years ago. I am a member of SellTemLife.

You rarely hear them slam a competitor.

All of that said I believe I would trust them. I only do business with people I like and trust.
 
I'm still confused as to what they do exactly. But hell let me jump on board they are great guys, but then again they paid me to say this.
 
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