Building a winning sales process for 2025

Building a winning sales process for 2025

Welcome to the Leo Insurance Podcast - Insures to sell! In this episode, we’re diving deep into how to build a winning sales process for 2025—a topic that’s more relevant than ever for insurance agents looking to grow and succeed in a changing market. I'm Liri Halperin Segal, CEO and Founder of Leo, the number one sales platform for insurance agents. At Leo, we help agents scale their businesses and connect with the right prospects, and through this podcast, we’re here to share actionable insights from top industry experts. We’ve seen what works, what doesn’t, and we’re bringing you the best strategies to help you sell smarter and grow faster. Scott, our SVP and a mentor to so many agents in our network. But that’s not all—we have a very special guest: Kelly Donahue-Piro, Founder and President of Agency Performance Partners (APP). Kelly is known for helping insurance agencies grow and thrive with proven strategies, making her the ultimate agency owner’s best friend. What You’ll Learn in This Episode: ✅ The biggest sales challenges insurance agents face today—and how to overcome them ✅ How to create a repeatable, scalable sales process that works in 2025 ✅ The top mistakes agencies make when prospecting (and how to avoid them) ✅ Creative marketing strategies that drive real results ✅ How technology and AI can help streamline your sales efforts