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Insurance Sales Training - Lead Heroes

Insurance Sales Training

Insurance Sales Training Articles

Agent’s Guide to Cross-Selling and Obtaining Referrals from Clients

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.

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How to Present & Sell Final Expense Life Insurance

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.

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Lead Management Tips for Following Up With Prospects in Your Sales Pipeline

Lead Management Tips for Following Up With Prospects in Your Sales Pipeline

In our last sales training blog, we said that contacting leads is the most critical piece of an insurance agent’s sales process. But that’s only the first step, because your goal isn’t to just contact a bunch of leads; your goal is to turn leads into clients. To do that, you need to develop a lead management system to keep your sales pipeline flowing.

Because no matter how well the first call goes, not every single lead you contact will be ready to sign up (or even qualify for) an insurance plan right away — in fact, most of them won’t.

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