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Insurance Sales Objection

We just completed an agency audit — no new initiatives until the next planning cycle.

3 responses
probe
Thanks

"When is the next planning cycle, and what's the threshold for an exception? Sometimes a clear ROI case can create an exception to the standard process."

anchor
Thanks

"What if we scoped this as a small pilot that doesn't require planning cycle approval — just a limited deployment to prove the value before the next cycle?"

validate
Thanks

"Post-audit clarity is actually a good time to identify gaps. What came out of the audit — what were the identified weaknesses? If any of them map to what we do, that might be worth an exception."