Five Key Points that Successful Agents Use to Close Online Life Insurance Leads
With these five points, we will share how working with online life insurance leads can make you a successful agent.
1. Contact your leads right away
Contact your leads right away, right when you get them. According to Forbes.com, “the odds of contacting a lead if called in 5 minutes are 100 times higher versus 30 minutes.” Remember to use your phone or text script when contacting them and try to book them the same day or the next.
2. Adjust to the situation
Every person and family are different, and every situation is different. For example, if the family has their guard up, you can start with what your company does and why you’re there. Then, when you feel like the family is starting to listen to you, that is when you go back to your script and presentation.
3. Take your time
Show the family you care about them and that they aren’t just another family for you to sell to. Explain how life insurance works for them specifically and their children (if applicable). This is the perfect time to collect referrals, and those referrals become the start of your referral tree.
4. Be smart with the benefits
Again, every family is different and every situation you’re in is different. Try to tailor it to the family you are with. Some insurance companies offer income protection and a lot of families see value in it especially when it is one working parent or a single parent. Another selling point is to remind the family that by setting aside two hours of their weekly wages, this will protect the other 38 (of a 40-hour work week). Make sure your lead understands how those benefits are important to their family in a time of need.
5. Setting up the foundation
You want to build the foundation throughout the whole presentation – not just at the end. So, put value into the presentation and explain how it is important to their family.
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To read the full Forbes article, check it out below: