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1. Tips to Help
Achieve Your
End of Year
Insurance
Sales Goals
01

2. Here’s a few tips other strategic
agents have used to meet their end
of year Auto insurance sales goals:
02

3. 03
Save yourself some time and purchase more inbound
insurance leads for home, life & health insurance. The more
client you have, the more opportunities you will have to pitch
auto insurance.
Ramp up your
Purchase of P&C
inbound
insurance Leads

4. 04
This is fairly new trend in insurance leads. Most People are
using their mobile device to search and connect with
insurance agents to obtain Auto Insurance.
No technical background needed in your part, your phone
will ring with qualified insurance shoppers looking to buy a
insurance policy.
Buy Auto
Insurance Live
Transfers

5. 05
Work Your Book
Of Business
Since you already have a relationship with these people and
build up bank of trust, they will likely consider what you have
to offer.
Contact your client to schedule a phone consultation to review
their current situation and their interests in building Auto
Insurance.
It is an ideal time to contact your book of business to help them
determine if it is the time to purchase Auto Insurance.

6. 06
Reach out to your family, friends and acquaintances to see
if they have interest in obtaining information about Auto
Insurance.
Don't Forget
about the Circle
of your Influence

7. 07
Contact your client and ask if they know anyone wanting or needing Auto Insurance. You can
then follow-up with these potential leads to see it they are interested in speaking with you.
Use Social Media account to let people know that you are available to discuss their Auto
Insurance needs.
Ask for referrals and take
advantage of Social Media

8. 13
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