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5 Great Reasons to Incorporate Screen Sharing into Your Sales Process

Posted by Richard Ybarra on Fri, May 14, 2010 @ 04:38 PM

Gerber life Medicare Supplement

With the growing popularity of the phone & Internet sales process among senior insurance agents across the country, many are seeking out solutions to enhance the experience for both agents and consumers.  One solution that is being used to great success by many of our top producing agents is screen sharing software. 


For those of you who are unfamiliar with screen sharing software, it is software that you either install on your computer or access through a website that allows you to display whatever is on your Internet-connected computer onto other Internet-connected computers.  Additionally, most screen sharing software also allows you to grant permission for your audience to take control of your computer.  These two functions can also be reversed, so that you can view and control another Internet-connected computer.  Instant messaging, VOIP (talking), video conferencing, and file sharing are other features that may be included with screen sharing software to give you the ultimate communication tool.


If you haven’t yet looked into incorporating screen sharing software into your sales and other business processes, we highly recommend that you do.  Here’s why:


Increased interactivity with clients:  The biggest benefit is the interactivity that screen sharing allows.  No longer does your audience have to just sit and stare at a monitor throughout your whole presentation.  Your clients can actively take control of whatever program or file is on your computer (that you determine) and vice versa.  Your audience’s attention to the presentation will be much greater, and they’ll appreciate the more “in-home feel” without you actually being there.


More dynamic, engaging presentations:  No longer are you confined to just a PowerPoint presentation.  Since you have computer control throughout the entire presentation, you can make your presentations more dynamic by bringing up and showing various files based on the custom needs of the client.  Website, videos, music, and other files can all be presented whenever and however you want in real-time.  Then combine this with the IM, VOIP, and video conferencing features of most screen sharing software, and you have all the tools you need to give a highly engaging presentation.


Better reinforcement of training / education:  If you are experienced with giving more educational presentations, you know the challenge of getting your audience to remember what was actually taught.  A good example of this is getting seniors to remember many of the important points about their policies, or about the Medicare program in general.  Screen sharing isn’t going to solve the problem, but it can help improve the learning experience by allowing you to present periodic reinforcement activities.  Web based questionnaires are a great tool to accomplish this.  With the real-time feedback on their performance you can adapt your presentation accordingly to make it more effective.


Reduction of application errors:   Rework is something I think everyone can agree is bad for both business and our mental health.  With screen sharing you can ensure zero defects on applications as you can walk a client through an application, seeing exactly what they are typing.  The amount of time and money saved by eliminating application errors can be very significant over time, and that is just for the app process.  I’m sure you will find many areas in your business where such technology can eliminate further rework.


Better evaluation of the sales process:  Yet another great benefit of many screen sharing software is that you can record your sessions.  By recording your sessions you can evaluate what went right and what went wrong, and then use that data to improve your future presentations.  And after you record that perfect presentation, you can use that video as a training tool for others in your business, post it to your website to keep visitors longer, or even post it to YouTube and have it show up in the search engines to generate traffic to your site. Of course, always remember to follow HIPPA regulations and other common courtesies when recording, broadcasting, and disseminating information.

Tags: Sales Tips, Senior Market Advice, Senior Market Success, senior market blog, senior market news, Web Marketing Advice, Senior Market, senior insurance market news, Referrals, Leads, Quality Management

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