APPOINTMENT-SETTING TIPS FOR SELLING INSURANCE

| March 11, 2019

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One of the most difficult parts about selling insurance is setting the appointment. In fact, the number one reason insurance agents fail is because they do not see enough people per week. What can you do to fix that? Stop making these mistakes during the appointment-setting process: WEAK INTRO. Secure Agent Leads would venture to guess about 90 percent of insurance agents start a call to their insurance leads like this: An intro like that shows a severe lack of confidence. Instead, when your insurance leads answer your call, assume the right person is answering the call! If you’re calling Betty Smith and a woman answers the phone just say, “Hey, Betty!” If a male answers say, “Hello, Mr. Smith!” Now, they know you know who they are and aren’t just some telemarketer. It also shows greater confidence. USING YOUR FULL NAME. Go by a first-name basis! They don’t care what your full name is. It’s too much information.

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Ontario Mutual Insurance Association

The Ontario Mutual Insurance Association (OMIA) is the overarching trade association for 40 independent mutual insurance companies across Ontario, known as Ontario Mutuals.

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Spotlight

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