Cross-Selling Life Insurance & Annuities to Your Medicare Client Base
Insurance Advisors Direct
YouTube creator
GTMnow
YouTube creator
Most B2B sales reps lose deals not because of poor pitching, but because they rely on a single point of contact. LinkedIn research shows 78% of deals are single-threaded, and Gong data reveals that closed-won deals involve nearly three times more stakeholders than closed-lost ones. This session with sales coach Jason Bay delivers a practical, step-by-step framework for multi-threading your deals—identifying the right stakeholders before your first call, building genuine buy-in with your existing contact, and running three concrete plays to engage senior decision-makers. You will learn how to reframe multi-threading not as a self-serving tactic but as a buyer-centric strategy that de-risks the purchase and increases the likelihood of a successful implementation. Whether you are stuck below the line with a manager who lacks authority or trying to unlock a stalled deal, this session gives you the language, templates, and sequencing to move forward with confidence.
Free plan, no credit card. Watching opens this session in the Triple Session app.
Insurance Advisors Direct
YouTube creator
Brock Mesarich | AI for Non Techies
YouTube creator
Eric Nowoslawski
YouTube creator
How Triple Session works
Coaching fails when it is an event. Triple Session turns it into a loop: measure the gap, train against it, and check whether the next call moved.
01
Every call is recorded and scored against your own playbook, so the distance between what your team says and what the playbook asks for stops being a guess.
02
Patterns roll up across reps, deals, and objections. You see which behavior is costing pipeline, not just which rep is behind.
03
Training is assigned against that specific gap: short, expert-led sessions tied to the behavior you just measured.
04
Managers coach from evidence instead of memory. A scorecard, the moment in the transcript, and the one thing to practice next.
Start with the free plan and run the loop on your own playbook. No credit card, no procurement conversation.