Insurance Leads Sales Tips

Top 10 Mistakes to Avoid When Working Insurance Leads

Everyone makes mistakes, regardless of the industry there in, whether the mistake stems from the product it self or the skill level of the person selling it. The truth is, those who are able to grasp there mistakes, and learn from them end up being much more successful than those who don't. In insurance sales there are so many things to take into consideration, so we can all admit its fairly easy to slip up. It is for this exact reason we have to learn from them so that we may avoid them in the future. In doing so we are better equipped to engage new clientele an conciliate existing policy holders. This helps us make sure that at the end of the day, everyone is happy.

1st Insurance Leads Sales Mistake: Charging for an Insurance Consultation:

What some insurance sales agents might not realize is that all consultations should be free, yet there are some who insist on charging for them. Let face it, most people are not going to want to make a purchase with out hearing what exactly it is that you have to offer. Most importantly they want to know what it is that makes your company stand out from the others and how it will benefit them. A free consultation will clearly illustrate what it is you have to sell, and why they want it. (Read More)

2nd Insurance Leads Sales Mistake: Not Contacting you Insurance Leads Immediately:

An insurance sales man receives leads and instead of calling the lead right away, they go on lunch break or start a conversation at the water cooler figuring that they will just call the lead a little later. Unfortunately by the time the lead is contacted it might be too late. The best time to contact an insurance lead is when its hot. By failing to do so the lead is probably given up to another insurance agent. (Read More)

3rd Insurance Leads Sales Mistake. Lack of Variety in Insurance products:

Most customers we variety. The truth is if there are not a wide range of insurance product for prospects to choose from than chances are they will not find the product they are looking for. One of the best ways to avoid making this mistake is by being able to offer a wide range of insurance products. This often requires sales agents to attain extra licenses to sell different types of insurance services. (Read More)

4th Insurance Leads Sales Mistake: Being too aggressive with prospective insurance customers:

Everyone is familiar with the indecisive client, we deal with them every day. We are also all familiar with the pressures of closing deals. The last thing we want to do is be too aggressive with an indecisive customer. Placing too much pressure on a perspective clients will certainly push them away. (Read More)

5th Insurance Leads Sales Mistake: Talking rather than listening:

Insurance sales agents talk a lot, period. When a person accepts a phone call they don't want to be overwhelmed with a sales agent rambling on and on. No, the customer wants to feel like they are in control, as appose to feeling controlled by the sales agent. With that being said it is important to listen to the customers wants and need. In turn you are better equipped to ask them pertinent questions. (Read More)

6th Insurance Leads Sales Mistake: Not Knowing Enough About the Products:

A prospective insurance customer does not want to hear from there insurance sales agent “I will have to to get back to you that one later”. The prospect want to know that the person selling them insurance is the most knowledgeable person on the subject. Why would anyone bother doing business with someone who doesn't even a[[ear to know what they are talking about. (Read More)

7th Insurance Leads Sales Mistake: Arguing with the Customer:

If a prospective insurance customer doesn't agree with a certain point of view, arguing it further is probably the worst solution. A better, more constructive approach is to ask the customer why the hold that conception. More often than not this is a great opportunity to learn something. Besides making future clients mad is never as beneficial as leaving them happy. (Read More)

8th Insurance Leads Sales Mistake: Being overly Friendly:

No one is excited about a phone call that starts off with “Hi there, I have something to sell you”. Often times insurance sales agents try to overcompensate for the fact that they are just trying to sell something by trying to immediately befriend the customer. This can come across as unprofessional. It is important to be light while maintaining a certain level of respect and courtesy. (Read More)

9th Insurance Leads Sales Mistake: Not Being Prepaired:

Always be prepared, this is of utmost importance. Perspective insurance clients want to hear from someone they can trust. It is always a good idea to try and gather more information about a customer, finding out what they need and what will most benefit them. (Read More)

10th Insurance Leads Sales Mistake: Overstaying your Welcome:

Assume that the customer has a lot of more important things that they could be doing rather than talking about insurance. Often times it is wise to conform to there schedule. This can be done by setting up an appointment for a more formal meeting. Once this has been done it is important to stick to it, and follow up. This way the customer feels in control. (Read More)

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