5 Key Prospecting Tips for New Insurance Agents - PowerPoint PPT Presentation

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5 Key Prospecting Tips for New Insurance Agents

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If you find insurance prospecting harder than you imagined, here are some keys to make your efforts easier and more effective. – PowerPoint PPT presentation

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Title: 5 Key Prospecting Tips for New Insurance Agents


1
5 Key Prospecting Tips For New Insurance Agents
2
Make use of Referrals or Leads
  • One of the certain ways of prospecting is having
    a steady stream of qualified referrals to look
    up. It is the lifeblood of any company.
  • It is also the most effective way to view for new
    business and for good reason. There isnt one
    single great method. There are, however, hundreds
    of ways to generate leads. The more you use, the
    more leads youll generate.
  • Having a strong referral-generating process in
    place will ensure not only that you are
    constantly introduced to new prospects, but that
    you are constantly introduced to the right
    prospects the ones that meet your Ideal Client
    profile.

3
Know Your Way Online
  • Today almost everything is available online.
    Every service including insurance is as far as a
    click of a button.
  • Which means almost every agent has their own
    sites and are already looking for prospects
    online, leading to an already heavy competition
    for attention.
  • In such case Building a strong online brand and
    having a well-positioned spot in the search
    engines can be of much help.

4
Be Specific
  • Insurance agents generally offer more than one
    kind of cover plan. While this expands your
    portfolio and can make you more business, it
    doesnt mean you should be marketing yourself as
    the jack of all trades.
  • The key is to be the Master of One! Show your
    prospects that though you offer varied options,
    should they selected, but you have a particular
    specialization. And this bit of information
    should be very clear in your description.

5
Use Impactful Speech
  • How you introduce yourself and your plan should
    be in tandem with the client and his thought
    process and should not be a cause of friction.
  • Always think of the golden rule, the first
    impression is the last impression.  What you say
    in your first interaction with your client will
    set the mood for all future interactions, so make
    sure it is the best one.

6
Be Prepared
  • The field of prospecting is all about the gift of
    garb and a presentation that appeals to the
    prospects. Which means during your interactions,
    as you explain to them any plans, objections can
    be raised.
  • Do enough research and think far and wide in
    order to prepare yourself for an arc ball thrown
    your way. Be practical and alert in expecting
    what possible questions may be posed and you will
    be golden.

7
Follow Core Actions
  • The idea is not to just attract scenarios but
    also to close the deal.
  • While these points will surely help attract
    prospects what will help you keep them is
    efficiency you show in contacting the prospects
    once you know that they are heating up and
    secondly and most importantly presenting to them
    a Unique Value Plan. Something they cannot
    reject. Pull this off and you are golden!

8
  • The IDA (Independent Distributor Alliance)
    specializes in fast turn on Business Formation
    (EIN) and up to 30 savings on Commercial Auto
    and Liability Insurance for Independent Route
    Owners. Experts in the Bread and Snack Delivery
    Industry!
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