Insurance Sales Tips

/Insurance Sales Tips

Who should be notified after someone dies?

2016-12-08T20:57:29+10:00

This is an excellent visual list that can be used to help clients at claims time by advisers. The executor or family might take months to get around to advising the deceased contacts. A good resource for those involved in handling claims for their clients.

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Who should be notified after someone dies?2016-12-08T20:57:29+10:00

Event change. 123 opportunities to discuss business.

2016-12-08T20:57:29+10:00

One of the more creative ways of prospecting is by identifying event changes in people’s lives. Then you cross-reference that with your products and services to establish the need for them with your target market. We identify 5 categories of event change for you to pursue.

For example if a person has bought a new house […]

Event change. 123 opportunities to discuss business.2016-12-08T20:57:29+10:00

The ultimate lead generation checklist

2016-12-08T20:57:30+10:00

There are many and varied ways to generate leads and attract prospects to you about what you can do to HELP people.

Although you may have wonderful product knowledge, be technically adept, compliant and have beautifully appointed offices, unless you have a system that delivers you a regular and reliable supply of names that allows you […]

The ultimate lead generation checklist2016-12-08T20:57:30+10:00

How to use conceptual pull, rather than product push to improve insurance sales

2016-12-08T20:57:30+10:00

Many potential purchasers base their acceptance and perception of life insurance on previous conditioning. The sale of insurance conjures up pre-conditions, past experiences and personal experiences of what people think of those products and how they affect them. Yet advisers still talk of the word insurance and all its negative baggage the actual word can […]

How to use conceptual pull, rather than product push to improve insurance sales2016-12-08T20:57:30+10:00

12 reasons why you need life cover

2016-12-08T20:57:30+10:00

This powerful, one page visual covers the pressing reasons why people need life cover. It is emotive, to the point and designed to elicit action. It becomes an integral checklist when talking to people of all ages and socio-economic categories.

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12 reasons why you need life cover2016-12-08T20:57:30+10:00

278 Power phrases and action statements to increase your capacity to sell more insurance

2016-12-08T20:57:30+10:00

Power questions and action statements put a note of emotionalism into the sales process to prove the premium isn’t the problem; the premium solves the problem. The technique of having an array of these powerful motivating expressions allows the sales person to inject a note of reality and decisiveness into their presentation. Select your power […]

278 Power phrases and action statements to increase your capacity to sell more insurance2016-12-08T20:57:30+10:00

A true story about selling insurance

2016-12-08T20:57:30+10:00

One of my clients Michael excitedly phoned me to tell me about the tremendous appointment he had just had with a red-hot prospect David, who appeared to be ready to buy.

Michael is one of those great new young advisers. He is technically brilliant, up to speed on product accreditation, PS 146 compliant, presents well to […]

A true story about selling insurance2016-12-08T20:57:30+10:00

12 Ways to increase your capability as a risk writer

2016-12-08T20:57:30+10:00

Many people entering into the sale of insurance products feel that they are at a disadvantage. This can be because of their age, the negative feeling about the product or the fear of rejection.

These enemies of success can be blown away with three major attributes that you can easily build into your presentations, processes and […]

12 Ways to increase your capability as a risk writer2016-12-08T20:57:30+10:00

Client contact strategy for risk writers

2016-12-08T20:57:37+10:00

Client contact for advisers involved in the family and business insurance business is vastly different to other commodities in the financial services profession. The client […]

Client contact strategy for risk writers2016-12-08T20:57:37+10:00

Prospecting: 58 People to follow your dollar for insurance prospects

2016-12-08T20:57:38+10:00

The issue today with many new people starting out in the sale of insurance is, “Where will I find new prospects to talk to about the products and services I am qualified to talk about and advise on?”

One of the best groups to talk to is the people who you already do business with. These […]

Prospecting: 58 People to follow your dollar for insurance prospects2016-12-08T20:57:38+10:00