20 Sales Tips For Insurance Agents
- Fluent in more than one language? Take out ads in foreign language newspapers to locate new prospects.
 - If you have money in your marketing budget a radio ad can reach a great number of people for much less than the cost of a television commercial.
 - Memo pads, magnets, pens and other handy promotional tools keep your name firmly lodged in your client’s memory.
 - Don’t pressure your client by asking them if they are ready to sign on the dotted line or make a decision, this will make them less comfortable with you and put them on guard.
 - Whether you follow up by phone, email or snail mail, keep the message brief so your client won’t feel overwhelmed or annoyed.
 - Set small daily goals to keep yourself on track and motivated.
 - Take extensive notes on every interaction with your client. When you talk with them at a future time, you can mention some detail from your last conversation. It shows that you were listening closely and really care.
 - Every client that buys from you deserves a handwritten note saying thank you. A little extra effort in showing kindness can go a long way.
 - If you have trouble getting your client to relax, don’t think of yourself as a salesman, but as a friend trying to help with their best interests at heart.
 - If you don’t sell a particular insurance product, partner up with an agent who does. You can find one through a professional association that you are a member of.
 - The more you know, the more you can sell. Having the ability to sell multiple insurance products makes it more convenient for your clients and more profitable for you.
 - Use the internet to market yourself. Having a presence on the web is essential to today’s successful insurance agent.
 - The best way to warm up a potential client is to ask them about themselves, instead of telling them all about you.
 - Join a professional association to create valuable networking opportunities.
 - Earn a designation related to your insurance specialty. You’ll add another layer of expertise to your business. Make sure the designation is from a credible source. If it takes more than an hour or a week to earn it, it’s probably credible.
 - Keep up to date on current insurance products for constantly evolving markets like group and private health insurance.
 - As a trusted advisor, you should be able to ask your clients pertinent questions that will get them thinking about other areas they may need assistance with. A client purchasing a life insurance policy could also be interested in long term care insurance but know very little about it and its benefits.
 - Make sure you disclose everything to your client so it doesn’t come back to haunt you later. Being upfront and honest is the best way to gain loyal customers.
 - Never stop learning. Put some time into continuing education to keep yourself sharp and as knowledgeable as your competitors.
 - Try multiple channels to find insurance leads. Online insurance leads are a great source as more and more people are turning to the internet when shopping for a policy.
 
vinay mohanty
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