Check out these few key ideas to making sure you hit the mark on bridging contacts with clients. It's not all about the next big opportunity, it's about cultivating long term relationships with potential customers! https://www.prospectsforagents.com/live-transfers-insurance-leads.php

1. Turn Online
Insurance
Leads into
Paying
Customers

2. Presentation
Outline
Key topics for discussion
The Do’s and Don’ts
Know What You are Buying
Keep a Sense of Urgency
Use Multiple Communication Channels and Set a Schedule
Contact Leads at Various Times
Always Ask for Referrals
Track Your Activities and Results
Don’t Let the Lead Go Stale
Don’t Be Available Anytime

3. We’ve covered why real-time insurance calls and online
insurance leads are important but what about best
practices for making the most of those leads and turning
them into paying clients?
You've invested the marketing dollars of your agency to
get those great leads, now let your ROI increase!

4. 6 Ways to improve the
chances of closing a deal,
as well as a few avoidable
tactics.

5. What to do?
Know What You are Buying
Your agency has invested in leads online and
you need to understand what you're buying.
Spend time with the account management team of
your lead supplier to find out what philtres
are on the leads and the price you pay for them.
Although you might think it would be better to
buy the perfect "prospect" only, sales is a game of
numbers and the more leads you obtain, the
greater the chances of closing further deals.
More quotes = more sold policies, that's easy!

6. Keep a
Sense of
Urgency
To be sure you don’t miss
anything, request your lead
company send you a
notification when you get
new leads via text, as well as
by email.

7. Use Multiple
Communication
Channels and
Set a Schedule
To reach your new insurance leads, you will
need to employ multiple forms of contact.
Start by calling your leads first and then
follow up with an email referencing the
message you left if unable to reach them.
Setting up a contact schedule can help you
stay consistent with your contact.

8. CONTACT LEADS AT
VARIOUS TIMES
Whether you write a policy or not with a lead, always
ask for referrals!
These referrals will allow you to quote more and book
more business.
By not using referral marketing your agency could be
losing out on a great resource that can bring in more
long-term customers.

9. Track Your Activities and Results
One of the best ways to keep up with leads is to track every activity, conversation, and the
result.

10. The first few hours you get a new insurance
lead are critical. The last thing you want is a
lead to go stale.
It can be harder to re-engage a lead after
they were previously interested in a quote.
What To Avoid?
Don’t Let the Lead Go Stale

11. DON’T BE AVAILABLE
ANYTIME
There’s nothing worse than hearing the vague sentence: “I’m available
anytime”.
When you say you’re available anytime it means you expect the other
person to look into their schedule and pick out slots of availability for
you.
Giving direct time frames can create urgency, show organization, and
help to book a time faster.

12. Get In Touch With Us
Company Address
5225 Orbitor Drive Unit,11 Mississauga,
ON,L4W 4Y8 Canada
Phone Number
1-866-701-1558
Email Address
sales@prospectsforagents.com
www.prospectsforagents.com