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PINNACLE SALES PERFORMANCE

Disrupting Insurance Sales and Leadership

SERVICES

  • Fractional Sales Leadership

  • Sales Coaching/Mentoring

  • Sales Enablement/Activity Based Selling

  • Outbound/Cold Calling Workshops

  • Niche Development

  • Sales Leadership Development

  • Sales Process Development/Enhancement

PROJECTS

  • Process Development

  • Marketing Automation

  • Social Branding and Marketing

  • Customer Insights

  • Restructuring/Change Management

  • CRM Adoption and Implementation (Salesforce, Dynamics, HubSpot, Pipedrive)

  • Sales Enablement Introduction and adoption

  • Systems Integration

CLIENTS

  • Insurance Producers

  • Insurance Brokerages

  • Independent Agencies

  • Insurance Carriers

  • Business Banking

  • Telecom

  • Managed Services (IT)

Giving agencies and producers the tools they need to succeed.

ABOUT US

For most of the insurance and risk industry there is a large disconnect between strategic plans and outcomes.  Pinnacle helps connect the two points.  Plans are useless if there isn't a plan to execute on the vision. 

 

Does your team have the training, experience, talent and drive to fulfill the mission and drive growth?  Does your leadership team view these challenges though an objective lens?

 

Pinnacle partners with brokerages and agencies to develop and execute on an organic growth strategy that connects leadership to producers by establishing processes and metrics, utilizing existing technologies to drive organic growth and increase team morale. 

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Clients

OUR CLIENTS

TESTIMONIALS

“I've been in sales for over 30 years and I learned more in one hour than I was ever expecting.  Times have changed.  Technology has changed.  Buyers have changed... We need to change too!”

Producer

Lewis Zabarte

Contact
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