A recurring theme these days is getting back to basics, whether it is in life or in work. Virtual selling is not “business as usual” for most but it can be a way to continue to manage your business.

Here are a few basic tips to ramp up socially distanced virtual selling.

• Call all your top clients. Keep it simple. Be direct and confident when discussing important issues virtually. Useful information can be found:
  • CMS COVID-19 Page
• Send email messages to all your clients to see if they have any questions and whether they would like to schedule a short phone or Zoom (online) appointment.
• When you contact a client it  should be personal, questions like “How are you doing?” Business will take care of itself if you are looking at helping clients during this stressful time.
• Do not recreate the wheel. Use pre-done carrier materials such as the United Healthcare’s Virtual Selling Support documents.
• Remember that prospecting is more important that ever. Reach out to some prospects you were working on. Everyone has concerns and questions.
• Consider hosting a Zoom (online) educational group meeting. Ask your clients to invite friends. You can make it a straight presentation or make it a question/answer discussion. This can be an excellent networking opportunity as well for well face to face sales once again become more of an option.
• Sales are live. Telephonic and e-app technology are readily available such as Connect4Medicare from Pinnacle Financial Services.

Making a concerted effort to adjusting to prospecting, selling, and doing most things remotely will take time. Your tone, knowledge, and energy are more important than ever. Just like most things practice makes all the difference. Consider setting up Zoom calls with family to make sure you have a firm grasp of the technology and get feedback on your demeanor and the visual. How is your appearance? What is in the background that clients will be able to see?

The experts at Pinnacle Financial Services are here to help. Call for one on one training and for access to all our training videos. You do not have to go at it alone.