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The right follow-up strategy prevents clients from considering other options and jumping ship. It’s also an opportunity to determine if life changes mean that a client needs more insurance products or if they are eligible for any discounts.
What is there to do about steadily finding new clients? Even seasoned insurance agents find that meeting new clients on a regular basis is the most difficult part of the job. We have strategies.
The customer can’t just switch a health insurance policy if they change their mind. They have to wait another year until Open Enrollment comes around again to make another choice. And they won’t be happy with you if they are not happy with the health insurance plan they bought.
You may be wondering how to succeed during Open Enrollment, which begins October 15th and ends December 7. With fewer social events and activities, where you’d normally meet many seniors, you’re looking to alternative methods of making the most of Open Enrollment this year.
It’s time to forget what you know about renters and renters insurance. Not all renters are young and unestablished. Some renters are people with six-figure salaries and others are made up of families.
We have some good tips to help you get through the daunting task of cold calling, which is simply something that needs to get done. It may require volume to make sales, but you will succeed if you keep these seven tips in mind.
Even when it becomes a post-pandemic world, people will still be greatly influenced by what we’re living through today. This fact affects how you approach prospects.
There are agents who keep pushing through with fresh insurance leads. And there are the agents who horde aged leads, even ones that are over a year old, and they keep making the calls. Is the former just wasting their time?
The insurance industry’s internal pendulum moves each time the economy shifts. Forging ahead is the way to go. Whichever line of insurance you sell we have some ideas on how you can get ahead this last quarter and possibly make up for some lost income during lockdown.
If you’re already on your way to increasing the number of auto insurance policies you sell, you’re halfway there to meeting your goals. Why half way, you ask? Because retaining these clients is just as important as making new sales.
This year, Straith began working with SmartFinancial to connect with customers. “For two or three months I’ve been getting health live calls, and the quality has been fantastic,” he says.
My account manager really works with me and tries to hone in on better quality leads. He tells me where to put my bid. We listen to calls together. He’s just so thorough in giving me suggestions that I’ve let him train my producers.
I have had to throw all the other marketing campaigns out the window. No more sponsoring teams and working with business. We’ve been working only with SmartFinancial internet leads.”
Cowan owes much of his success to the love of the insurance business. “I’ve seen it all,” he says. “Agents see more than a preacher does. We see everything."
Lovelace loves the live transfers because they allow her to begin building a relationship with the customer right away. In fact, she just closed a deal from one of SmartFinancial’s calls.
Brown is happy to find success in her new career with the help of SmartFinancial. She has a one year old and 7 year-old who demand her attention, so she’s happy that she can run her own business.
Over the years, all three Almeida brothers have gained extensive experience using insurance leads from various vendors, so they understand how important it is to have a budget.
“Leads are what they are and what you make of them. If I haven’t closed any deals, it’s probably my own fault because the quality of SmartFinancial leads is good.”
Lutweiler began tracking how much money he was spending on leads and how many policies he was selling. He determined that his ROI was worth the cost of buying SmartFinancial leads.
Halewood's total revenue for May using SmartFinancial leads is roughly $13,000. And this is only the beginning. What’s the secret of Halewood’s success?
Did you know that 48% of salespeople never follow up with a prospect? Its true! Check out our list of surprising stats of how salespeople typically follow up with a lead.
Ever wonder how many times it takes to successfully reach a lead or the best time of the day to make contact? Check out our list of lead conversion statistics.
Things to keep in mind to help improve your customer service and keep your clients happy.
Looking to grow your agency? Check out these tips to help you grow your bottom line.
Check out our 10 tips specifically designed for independent agents to help them grow their business and sell more policies.
What's the best and most cost effective way to to promote your insurance agency? Let's examine the pros and cons of each option.
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