Once you have a list of whole life insurance leads, your next step should be planning a strategy to achieve success. You need to know what to do and how to proceed in order to make the best out of them.
Let me give you some ideas to take those whole life insurance leads to the next level to make sales:
First of all, organize and categorize all the leads that you have in hand. Separate them into various lists depending upon the sources that you have got them from. This way, you will know which one to pick first and which one to postpone. It is better to start off with the leads where the client is already interested to go for an insurance policy. This will reduce the time that you need to spend in explaining about all the benefits of the policy.
Make sure that you don't take too much of time to approach a lead. If you do not go immediately, there are high chances that the lead will be approached by another agent. It is highly recommended to contact a lead as soon as you get the details.
The next important thing to remember is that you should not give up if the lead doesn't show interest on the first call or meeting. You should create interest and enlighten the client about various advantages of a policy.
Make sure to maintain touch with those leads which didn't end up as sales. Treat them as future sales and always be in the hope that they convert into sales in the future. Some or the other day, the same person who said 'no' might change his mind and say 'yes'.
Follow these ideas when it comes to approaching whole life insurance leads.
Once you have a list of whole life insurance leads, your next step should be planning a strategy to achieve success. You need to know what to do and how to proceed in order to make the best out of them.
Let me give you some ideas to take those whole life insurance leads to the next level to make sales:
First of all, organize and categorize all the leads that you have in hand. Separate them into various lists depending upon the sources that you have got them from. This way, you will know which one to pick first and which one to postpone. It is better to start off with the leads where the client is already interested to go for an insurance policy. This will reduce the time that you need to spend in explaining about all the benefits of the policy.
Make sure that you don't take too much of time to approach a lead. If you do not go immediately, there are high chances that the lead will be approached by another agent. It is highly recommended to contact a lead as soon as you get the details.
The next important thing to remember is that you should not give up if the lead doesn't show interest on the first call or meeting. You should create interest and enlighten the client about various advantages of a policy.
Make sure to maintain touch with those leads which didn't end up as sales. Treat them as future sales and always be in the hope that they convert into sales in the future. Some or the other day, the same person who said 'no' might change his mind and say 'yes'.
Follow these ideas when it comes to approaching whole life insurance leads.
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