Each prospect is unique… but that doesn’t mean you have to reinvent your sales process for each individual. If you’re writing emails and preparing presentations from scratch every time, you could be undermining your own success. A systemized approach can fuel your...
Sometimes, it’s not about what you tell a prospect – it’s about what you ask. Sales strategies that involve asking questions can be highly effective at boosting your close rate. Asking Questions to Improve Your Sales Rates No matter how good you are, you won’t close...
Before your prospects decide to purchase disability insurance, they’ll want to see some quotes. Some agents sabotage themselves at this point. The following three examples show the right way, wrong way, and downright disastrous way to go about providing disability...
Want to educate your clients about the need for disability insurance? Start by making the risk real. The goal is not to use scare tactics, but rather to inform and educate them about trends and conditions that may become an issue during their working years. A good...
Providing quotes is a critical part of the sales process, and if you don’t give this step the attention it deserves, you could undermine all of your previous efforts. To close a sale, you need to provide an irresistible disability insurance quote. Poorly-Planned...
Brokers: Your clients may not know that their social media activities could influence their life and disability insurance underwriting and claims. Take the opportunity to educate them by sharing this article! Who’s Looking at Your Social Media? Is your social media...
It’s time to update your disability insurance pitch. A lot has changed in the last few years, and when you talk to employees and employers, you need to reframe disability insurance to match current concerns and priorities. Healthcare Costs Are a Top Concern Americans...
To leverage open enrollment season, you need to start early. Many employers will be looking for the best employee benefit options to offer their workers: disability insurance is a great product to include in any benefits package. Seize the opportunity to be the broker...
If you’re not cross-selling insurance products, you’re missing out on easy commissions and increasing the risk that your clients will leave. You could also be leaving your clients dangerously exposed. There are many reasons why agents should cross-sell. Imagine you go...
It’s no secret that healthcare can be expensive in the U.S. Nevertheless, many people fail to plan for the financial impact of an illness or injury. Disability can cause people to go bankrupt, but disability insurance provides a critical safety net. Health Insurance...
