OREN KLAFF AND DERRICK

Listen to Oren walk Derrick through the fundamentals of pitching in the insurance business.

THE IMPORTANCE OF SOCIAL APPROACH

Pitching occurs in a social environment, and understanding these social dynamics and how to establish your status within them is critical to your success. How…

GET THE DEAL

You’ve got the purchase order or agreement signed, time to pop the champagne, right? Until the money transacts, you are not done, and this section…

NAIL THE HOOKPOINT

Once your audience is completely engaged in you and your offering, you will have established your value in the proposed relationship. All relationships are ultimately…

OFFER THE PRIZE

It is time to close the deal, but if done incorrectly, you could potentially create fear in your customer, lose status and unwind everything you…

REVEAL THE INTRIGUE

Telling an effective story leads to a critical juncture which will have a significant impact on a successful outcome. Sharing too much data can work…

TELL THE STORY

Effective pitching requires a meaningful and transportable narrative. In this video, Oren discusses the purpose and value of that narrative, as well as what should…

SET THE FRAME

The beginning of any pitch is an opportunity to Set the Frame and establish your status. By positioning yourself inside the right frame, it will…