Page 5 - Sales and Operations Handbook for Managers.pdf
P. 5
SALES
TRANSACTION
Purpose
Sales Transaction refers to the process of an agent making
a sale by selling an insurance policy.
Applicability
Agents will have a guide on how to make a sale from
potential customers.
Prerequisites
Understanding of TurboRater and Insurance Pro
Limited Lines Licensed
Freshworks
Carrier Websites
Stratus
OneSpan
Responsibilities
Sales Agent- responsible for making a sale by selling an
insurance policy.
