Phone Etiquette Tips for Life Insurance Leads

As an agent, you are on the phone constantly. This is the tool you use to set up appointments with life insurance leads or even make a sale. Here are a few simple tips that you can do that will turn you into a better salesperson.

Be courteous and polite when speaking to a lead

They might not remember filling out the form, such as seniors or final expense leads. When this happens, confirm some of the information they submitted, whether it is their date of birth or favorite hobby (if they lead generation company provides this information). Treat all life insurance leads with respect.

Smile as you dial

Does this really work? According to Adam Toporek, founder of CTS Service Solutions, “84% of the message over a phone is your tone of voice, so making sure that “smiling tone” comes through is imperative.” In fact, the person you are calling can not only tell if you are smiling, but they can also tell what kind of smile you have based on how smiling affects your voice. (Dr. Amy Drahota, University of Portsmouth). Keep smiling as you talk to each lead – you might be surprised how well it helps you book appointments.

Consult and follow your phone script

Having a phone script will help you sound as professional as possible and sometimes the lead generation company will provide them for you. However, make sure you are not actually reading from the script while you are on the phone; it will show in the tone of your voice. Make sure to use the lead’s name as well as introducing yourself and the company you work for.

Be prepared for common objections

Review and keep notes of the common objections that life insurance agents are likely to get and possible responses or statements to the lead’s objections.

Need life insurance leads? Contact us and we can get you pricing in your area.

To read the full articles by Dr. Drahota and Mr. Toporek, check them out below:

Dr. Amy Drahota: http://www.sciencedaily.com/releases/2008/01/080111224745.htm

Adam Toporek: http://customersthatstick.com/blog/customer-service-training/smiling-on-the-phone-does-it-really-work/