Every salesperson is always trying to find ways to add on more policies within the same household. Statistics show that when an agent has more then one policy in the same house, retention rates tend to be better. There are many ways that you can approach your client to keep them engaged and keep yourself relevant as their agent. These 3 simple steps below will not only help you sell more insurance but will also cement your place as their center of influence. This way, when another agent approaches your client, they won’t be able to replace the business you have them in. Here are the 3 steps:
Complete a “Card” Campaign
Send personalized cards to your client. There are a variety of cards that you can send your clients throughout the year. You can send a “Thank You” card after the sale. Remember not to thank them for doing business with you, as that may come off as tacky. Instead, thank them for taking the time to meet with you. Time is a valuable resource for everyone. You could send them a birthday or anniversary card when it’s their special day. Or you could send them a “Holiday” card. This creates a personal touch and makes your clients feel like they are part of the family.
Complete an Annual Policy Review
You sold your client a policy a year ago. Many things can change throughout the year. A major life event could have occurred like your client could have gotten married, had a baby, or bought a home. It could be advisable that they need to either update their coverage amount, add a beneficiary, or update their address. What better way to add more sales then to add more life insurance to what your own clients already have.
Create a Social Media Group
Social media is an incredible, and potentially inexpensive, way to generate more business. Start by creating a Facebook group or LinkedIn page, or even an Instagram account, strictly for your current clients. You can post anything that’s relative to insurance, such as company updates, changes with policies, or even statistical insight that could be beneficial to your clients. You can also post recipes or helpful household tips as the information needs to just be relative to your followers. Be a resource, not just a salesman.
Pinnacle Financial Services is an FMO that wants to partner with agents, and not just be an “upline.” We offer top-level contracts, back-office support for every aspect of your business, and the best technology in the business like our Connect4Medicare online enrollment platform for Medicare products. We can help you move through this increasingly difficult time so contact us now to take advantage of everything we have to offer!
For more information, contact a Pinnacle Financial Services representative today
1 (800) 772-6881 x6003 | lifesales@pfsinsurance.com
Warren Readinger
Director of Sales - Life & Final Expense
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
0 Comments