Boost Insurance Sales With These Helpful Tools

Okay, so you’ve managed to get the customer to agree to meet with you to discuss the available insurance plans you offer, but do you know what to bring to the meeting, to effectively increase the odds of closing the sale? Did you know there are extra tools that expert insurance agents use to boost closure rates?

Every successful insurance agent needs these tools listed below to help close the sale and maximize conversion rates.

Tool 1: Software

If you bring a computer notebook that has software made just for insurance agents, such as rating software and appointment management software, you’ll be able to more effectively discuss the plans available for your prospects have with deductibles.

By bringing your laptop with you to your meeting, you’ll be able to handle your client’s profile on the spot; allowing you to add notes or special instructions to remind yourself later, and to show your prospects what kinds of quotes and payment plans to expect.

Not bringing your laptop computer can disadvantage you greatly, because you won’t be able to easily store information for later, and easily manage multiple appointments at once.

Tool 2: Info-on-Paper

Bring with you your brochures and fact sheets for your consumers to read. You’ll be surprised to believe that many customers actually prefer to read than listen to you speak to them.

The added benefit here is that your brochures likely contain more detailed information than what you can remember and say in your pitch. You want your prospects to visualize the benefits they can enjoy from using your services, so that they’ll be more motivated to use your services, instead of your competitors’.

Tool 3: Policy Information

Bring your company policy information and applications, so that you’ll be able to get the prospect to agree with you, and start filling in the form on the spot. This will avoid you losing your prospect for the future.

Also don’t forget to bring a black-ink pen (black ink shows up best in photocopies) just in case your prospect doesn’t carry one around.

Many insurance agents underestimate how effective just this one tactic can be. Your prospect might agree to sign with you in person, but he/she can easily change his/her mind if your competitors have a chance to persuade them.

Tool 4: A Promotional Gift

You can give your clients a promotional gift such as a sticky notepad, a coffee mug, a tee-shirt or a keychain can help remind your client of your services and your contact information easily, without you having to call them again just for reminder.

Remember to pair your company folder with your promotional gifts to hold your prospect’s policy details and your business card, so that you can effectively close the sale and maintain organization at the same time.

By making use of the tools mentioned above, you’ll be able to boost closure rates and remind clients that they’ve made a good choice by using your services, and not your competitors.

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