Tools to Help Organize Your Insurance Leads
It wasn’t so long ago that the best insurance leads came through word-of-mouth from friends and relatives of satisfied customers. Nowadays, however, technology has made it possible for agents to get...
View ArticleSpotting an Unproductive Fence Sitter and Making the Sale
Lead generation is an important part of the sales process. However, as most companies would know, it is almost unavoidable to encounter leads that turn out to be fence-sitters or tire-kickers. Many...
View ArticleA Basic Guide to Selling Long-Term Care Insurance
Whether you are starting up a new insurance agency or work for one that has been around for a while, it’s a good idea to look into ways to expand your business from time to time. One way to do this is...
View ArticleLearn From Big Insurance Company Missteps
The largest insurance companies are often regarded as examples to follow for business best practices. Yet, according to a new study by Velocify – Insurance Industry Online Buyer Experiences– a...
View Article7 Questions to Ask Insurance Customers
When you have an initial meeting with a prospective client established, your customer may have some ideas about his or her insurance needs. That’s a great opportunity for you, because you can ask some...
View ArticleLead Generation That Your Competitors Don't Want You to Know
Everyone knows one: an agent who seems to have a secret formula for lead generation. They may work with you at the same firm, may be someone you went to school with, or they may even be an agent at...
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Successful Tips for Closing Insurance Leads
Closing insurance leads or any business lead is an art form. Nothing sells itself. Any agent worth their salt knows that generating good insurance leads is only half the battle. You could even get your...
View ArticleFive Ways to Leverage Group Sales
When it comes to selling insurance, how do you go about prospecting? And don’t say you don’t have to because you have “plenty of business.” There will soon come a time when you don’t – and when need to...
View ArticleLead Management and Cost Savings
Another good reason to implement a lead management system beyond your time? Your money.Your lead management system will do the work that you would either end up spending too much of your time doing...
View ArticleHow to Gain Sales Through Social Media
How do you turn your brand name recognition and participation in social networks into sales and a larger book of business? Through referrals and recommendations.How do you gain those?Just like you do...
View ArticleDeliver Value With Each Follow-Up
Calling a customer just to check in or to make sure they got your last call or e-mail is a bad idea. Not only are these calls irritating, they do nothing to build a relationship with the customer. You...
View ArticleAlways Express Your Gratitude
Continuously thank your customers for their business. They deserve it. Your clients will appreciate a quick email, a token gift, or a card of appreciation. It doesn't have to be a big gift, but it...
View Article“It’s time to close the sale” Step 5 for closing like a pro
Step 5: It's Time To Close The Sale You worked through all their comments and questions. You put their concerns at ease, and now you sense they are ready to make a decision. Don't make the all too...
View Article3 Pro Tips for Phone Conversations
Sometimes seemingly small things can make a big difference when it comes to talking to customers on the phone. Here are a few time-tested tips from top-selling agents that should make your phone calls...
View ArticleThree General Tips for Dealing With Objections
Objections will definitely come up when you're talking to clients, but there are some general ways you can fend them off or avoid them completely:Create a sense of trust between you and your clients....
View Article3 Tips for When a Customer Calls You
If you get a phone call from a customer wanting to talk about a policy, you need to be ready for it. Here are some tips to avoid being caught off-guard:Keep a notepad nearby. Nearly every customer...
View ArticleWhat Not to Do With Online Referrals
One mistake businesspeople sometimes make is to visit a review site like Yahoo! Local and Yelp, or even Twitter and Facebook, and respond to a bad review or a complaint with a defensive tone or, worse...
View Article3 Reasons Referrals from Colleagues are Important
Talk about referrals from customers is fairly common right now, but what about other businesspeople? Their opinions and recommendations are pretty important, too. Here's why:Customers listen to...
View Article“End the Sale on an Upbeat Note If They Don't Close” Step 6 for closing like...
Step 6: End the Sale on an Upbeat Note If They Don't Close If the customer does not buy a policy, never end the sale on a bad note. Sounding irritated or hanging up on them is a guaranteed way to never...
View ArticleHow Not to React to Objections
Like it or not, it's inevitable, no matter how hard you try, customers will raise objections to the policy you're trying to sell them or how you present it to them. It's up to you to decide how you're...
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