Answering that question with much more color builds new contacts for your business. Once they’re open to discussing the cost of their policy and if they may be paying too much, then you can steer the conversation to specific aspects of their policy such as their premium or deductible. A script for someone who already has insurance. Do you mumble over a few awkwardly written words? When would suit you?”. Contributors from members of the Copper team. The way you look and present yourself defines how people interpret your words. (or) Would you mind if I shared my business card with you in case you or someone you know would benefit from a risk assessment? Are you trying to get the listener interested in your business? “My name is (your name) and I’m calling from (insurance agency). “That’s great. If your rates are reasonable (or if you can be flexible), starting a price war and letting a prospect know they’re possibly paying too much for their policy is a great way to keep them on the line. In this example, we’re going to be selling travel insurance. Learn how to sell successfully over the phone—and avoid these 9 common mistakes. “Hi, can I please speak with (prospect’s name)?”, “Hi (prospect’s name), I’m (your name) from (insurance agency). But apparently, it works. “Great, this is (your name) and I’m calling from (insurance agency). … Okay, great. Write it, learn it, memorize it. Are you sure you don’t want to just have a quick chat tomorrow with one of my colleagues?”. 7 Killer Scripts Get smart insurance leads with real-time interest at www.prospectzone.com or call 1-877-561-9663 11 About ProspectZone Since 2004, ProspectZone has connected genuine insurance shoppers with agents who can provide them with needed information and competitive quotes on insurance … The standard format of an elevator pitch should go something like: Without a goal, you might as well just say "I'm an insurance agent". Work with them to set an appointment time and date. It gets your prospect to think about whether they’re paying a good price for their insurance. I know you’re a business owner yourself, are you open to having a conversation about your current cover?”. When performing outbound calling to people in order to sell insurance, often times you will find yourself hung up on over and over and over again. “I completely understand you’re busy, (prospect’s name). “That’s fine (prospect’s name), I understand it’s probably something that you haven’t really had a chance to think about. “I just need to ask some quick questions to make sure you qualify for our program, and it’ll save you time when you’re talking to one of our specialists later as well.”. Can you explain what you do and the benefits of your business in 20 seconds or less? The cold calling game in insurance is tough. “Is now a good time to talk? Thank them for their time, tag them as a cold lead and make a note in your CRM to follow up with them in a month or two. Keep it simple and short. My name is (your name) and I’m calling from (your insurance agency). This goes without saying, but defer to the times that work for them if it's at all possible. Did you recently help someone that you'd like to highlight that success? It appears that you requested a rate quote online, which was referred to me. It’s likely that the prospect will tell you that they’re not interested in the insurance and it hasn’t been on their radar. Don’t look at this as a negative. Now go out there are start turning those new introductions and casual conversations into new business! “I understand you’re hesitant. Why do your clients choose to do business with you versus your competitors? There are many things you probably do across a given month that will be a great point to highlight in your sales pitch. How does your body language present? The reason I’m calling today is to talk about protecting yourself if something happens that stops you from working. To help construct these, take a moment to reflect. Are you interested in learning how I can help you reduce your risk exposure and protect your life's work? When would suit you to catch up and go through this together?”. Learn how to generate more leads and revenue right from your inbox. A script for a lead who has already looked at a policy on your website, A script for someone who already has insurance, Their annual income (an approximate number will be fine), If they’ve ever had any serious illnesses (stroke, cancer, etc), Finally, if they’ve already got another policy with another agent. If they're short on time, offer to send them some policy options in an email. Keep it casual. Don't ever just reply, “I’m an insurance agent”. Were you able to say everything you needed to in a short-time to capture their attention? Do you have a new product or service you’d like to announce? Insurance sales opportunities are everywhere and luck always favors the prepared. “I know it can be complicated to pick the right travel insurance for a trip, so please ask away if you have any questions.”. Thank you very much (prospect’s name), have a great day and please don’t forget our appointment tomorrow at 3 pm.”. What do you want each person to walk away knowing about your agency? Very briefly, it's a persuasive, planned, and succinct (20-30 second) speech designed to highlight what you do, how you do it, and what benefits the listener will gain from your business. Obviously, there’s no obligation to buy, it’s just so you can see what options are available to you and your family. In this example, we’re going to be selling mortgage protection insurance to a prospect who already has a policy. You’ll have to build trust and establish credibility. Now let's pull this information together in a short sales pitch that’s quick enough to memorize whilst offering succinct details of your value to insurance customers. ", How to Write the Perfect Insurance Sales Elevator Pitch, Cold Calling Introductions That Start Conversations, Consumer Risk Perception & Purchasing Insurance. It can be unique for different audiences but ultimately the goal will be to learn more and capture their interest.
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