20 sales tips for agents


20 Sales Tips For Insurance Agents

  1.  Fluent in more than one language? Take out ads in foreign language newspapers to locate new prospects.
  2.  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.
  3.  Memo pads, magnets, pens and other handy promotional tools keep your name firmly lodged in your client’s memory.
  4.  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.
  5.  Whether you follow up by phone, email or snail mail, keep the message brief so your client won’t feel overwhelmed or annoyed.
  6.  Set small daily goals to keep yourself on track and motivated.
  7.  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.
  8.  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.
  9.  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.
  10.  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.
  11.  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.
  12.  Use the internet to market yourself. Having a presence on the web is essential to today’s successful insurance agent.
  13.  The best way to warm up a potential client is to ask them about themselves, instead of telling them all about you.
  14.  Join a professional association to create valuable networking opportunities.
  15.  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.
  16.  Keep up to date on current insurance products for constantly evolving markets like group and private health insurance.
  17.  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.
  18.  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.
  19.  Never stop learning. Put some time into continuing education to keep yourself sharp and as knowledgeable as your competitors.
  20.  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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