Blog
Agent’s Guide to Cross-Selling and Obtaining Referrals from Clients
Previously in our sales training blog series, we covered what agents need to do AFTER the sale to offer good customer service so clients don’t lapse their policy. In this post, we’ll explore two other activities that agents can utilize after the sale to get the most out of their lead budgets: cross-selling additional policies to their leads and clients, and seeking referrals from them.
Top 11 Errors and Omissions (E&O) Providers for Insurance Agents
Insurance Agent’s Guide to Customer Service & Preventing Lapses
Previously in our sales training blog series, we talked about making the sale with polished Final Expense or Medicare Supplement presentations. We even looked at common objections agents encounter when trying to close leads on a plan. Now we’re going to cover what happens AFTER you make a sale, take an application, and enroll a senior in a plan.
Top 9 Continuing Education (CE) Providers For Insurance Agents
Lately we’ve been reviewing tools agents use to help them close more leads, from Quoting Tools to CRMs and Dialers. But along the way to selling insurance, sooner or later you’ll need to take continuing education classes. It’s the one thing that links beginners and established agents.
Top 12 Dialers for Insurance Agents
Scratching your head trying to figure out which dialer to use for your outbound prospecting? No problem! We have you covered, as we reviewed the top 12 dialers we find insurance agents recommending all over the web. Not only are we going to break down what a dialer is, but we are going to:
Insurance Agent’s Guide to Handling Objections
One of the most talked about parts of the sales process is the art and science of handling objections. Agents will go to great lengths to find the latest script to turn a stubborn lead into an agreeable client – like they were spells from Merlin’s magical spell-book or something.
How to Present & Sell Medicare Supplements
Previously in our sales training blog series, we looked at selling Final Expense life insurance plans. In this post, we’ll explore the process of selling Medicare Supplements to seniors.
There are two primary ways to sell Medicare Supplements, depending which prospect niche you’ll be qualifying and presenting to:
Top 12 Quote Engines for Insurance Agents
In last month’s Agents’ Review Corner post, we talked about the importance of having a customer relations management tool or CRM. The top reasons for having a CRM are to help you keep track of each lead’s contact and case info, and also to automate the process of following up with leads you don’t close right away.
How to Present & Sell Final Expense Life Insurance
We’ve been blogging a lot about leads – how to generate them, order them, door knock them, contact them and follow up with them to keep your sales pipeline full. Although a steady flow of insurance leads is critical, just having a bunch of leads isn’t the goal. Even the fullest pipeline is worthless unless an agent can successfully turn leads into clients and actually close Final Expense sales.
