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#Engagex insurance prospecting how to#
#Engagex insurance prospecting full#
#Engagex insurance prospecting free#

You don’t want to let on that you’ve fully researched your prospect beforehand. Just tread carefully with these and allow the commonalities to come up naturally. These will come in handy for you to build trust over common interests or for you to tailor your offer to suit their needs and lifestyle. You can also hop on to Facebook, Instagram, and Twitter to learn more about what your prospect’s interests are. This information is generally public and not that personal, so it’s okay to use it to make your pitch more specific. Start with LinkedIn to learn about their current job, what company they’re at, and what their education history looks like. Sneak a peek to learn more about your prospects before giving them a call. Most people have social media profiles with at least some public-facing information. The great thing about cold calling in this day and age is that you almost never go in truly blind. Just remember to keep your goal in mind and gently steer the conversation back to it. Be prepared to listen and go off script if that’s what the conversation needs. Maybe the prospect had a tough day or something else is on their mind and it just comes out.

Sometimes the conversation will even go off the topic of insurance. You can learn a lot about them and what their concerns are in just a few minutes-and then you may need to adjust your offer to meet their needs. You know your script by heart-great! Now you can be more flexible with it.Ĭonversations with prospects won’t always go according to script. It’ll even help to be in your work clothes when you’re practicing. For most people, this will be sitting up tall at your desk. Run through your script in the same environment and same pose you’d be in during a call. These little improvisations will do wonders in helping you sound confident and comfortable. The more familiar you are with it, the less it’ll sound like you’re reading from a script, because you’ll be able to improvise a bit while still staying on track with the script.

#Engagex insurance prospecting full#

When it comes to your full script, make sure you know it well. Some insurance plans have more wiggle room than others, and it’s important to be familiar with those details. You also need to be comfortable with where and how your offer can be adjusted to suit a prospect’s unique situation. Make sure you’re fully confident with your insurance agency’s offer. 💰 You can also use this calculator to see roughly how much your business could save by using RingCentral to support your team’s communication with each other-and clients. 🕹️ Get a hands-on look at how top-performing insurance agents are using RingCentral by booking a product tour: Plus, the RingCentral app has built-in messaging… with a handy task feature too! This lets you create reminders to follow up and other tasks for yourself (and your team), right in the same app you use to make phone calls and video calls: Or, if you have a high-priority or more old-school client who wants to have face-to-face conversations, you can easily switch a call from a voice-only phone call to a video call: With the RingCentral app, for instance, you do it with just one click: This way, you can flip a call from your computer to your phone if you need to step away. If you’re often working while on the go or away from your desk, it’d probably be helpful to have a business calling app on your phone as well. Give them another call, or let them know that you’ll follow up via email. The prospect probably won’t be ready to make a final decision on a cold call. More often than not, it takes more than one call for someone to buy your insurance plan. Thank you for your interest in RingCentral.

#Engagex insurance prospecting free#

Up your prospecting game and close more deals with these free cold calling scripts. 7 cold calling scripts for any insurance type or situation.

#Engagex insurance prospecting how to#

How to write an insurance cold calling script.

4 common mistakes that might get you known as “the sleazy cold caller”.

10 tips for selling insurance over the phone.

The good news for insurance companies is that consumers actually think they provide pretty good customer service in comparison to other major industries-55% of respondents surveyed in the Customer Communications Review said that insurance companies offer “pretty good” to “very good” customer service: By focusing on the prospect and how you can help them, you can turn cold calling into a win-win situation for both parties. And for the person being called, it often feels like a total nuisance.īut it doesn’t have to be that way. Especially when it comes to insurance.įor the caller, it can feel boring and repetitive-maybe even demoralizing.