How to sell insurance over the phone

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How do I sell over the phone?

Top Tips for Selling Over the Phone

  1. Be Confident. Confidence is vital, whether the call is inbound or outbound. …
  2. Be Natural. …
  3. Listen More. …
  4. Don’t Assume. …
  5. Make It Interesting! …
  6. Eliminate fillers (e.g. ums, ahhs and ers) …
  7. Listen to your phone calls. …
  8. Sit up straight or stand up.

How do I sell health insurance over the phone script?

How to Sell Insurance Over the Phone

  1. Think ahead. Before you pick up the phone, make sure you understand your pitch. …
  2. Write an outline or script. You don’t have to make the entire call off the top of your head. …
  3. Communicate on their level to build trust. Make sure to use terms your customer will understand — no jargon.

How do you sell insurance effectively?

Here are 10 tips every insurance agent should know to close more sales.

  1. Listen More, Talk Less. …
  2. Don’t Sell Products, Provide Solutions. …
  3. Highlight Benefits over Features. …
  4. Leave Something to Remember You By. …
  5. Set Goals and Deadlines. …
  6. Take Advantage of Networking Opportunities. …
  7. Ask for Referrals. …
  8. Learn Something New Each Day.

How do I talk to my insurance clients?

How to Have Better Client Meetings for Insurance Agents

  1. Do your research. Before you meet with a potential client, knowing a little something about them is helpful. …
  2. Send a reminder. We’re all busy people with full calendars. …
  3. Talk some, listen more. Ask questions to learn about what clients are looking for. …
  4. Pay attention. …
  5. Be prepared. …
  6. Be respectful of time. …
  7. Follow up.
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How do I sell appointments on my phone?

How to Ask for an Appointment Over the Phone

  1. Understand their level of interest. During your initial call with the prospect, communicate the purpose of the meeting you’d like to book with them. …
  2. Communicate the value of the appointment. What does the prospect have to gain from meeting with you? …
  3. Give them a choice.

How do you convince someone over the phone?

12 Tips to Win Customers Over the Phone

  1. Be confident.
  2. Maintain a natural tone.
  3. Listen to your customers.
  4. Do not assume.
  5. Make your conversation interesting.
  6. Maintain the right position.
  7. Be prepared for objections.
  8. Declutter your space.

What do you say when selling insurance?

Selling insurance to your leads is all about the pitch. You need to present yourself well, speak in the language your prospects understand (no slang or jargon), and demonstrate empathy with their situations. When you put yourself in their shoes, you can better explain how your insurance products will benefit them.

How do you sell a product script?

How to Write a Sales Script

  1. Identify a product or service to focus on.
  2. Hone in on your target audience.
  3. Develop your benefits.
  4. Link your benefits to pain points.
  5. Ask questions about those pain points.
  6. Don’t talk too much.
  7. Always close for something.

How can I sell my insurance policy online?


  1. Keep the quote form simple and only ask relevant questions.
  2. Do not ask for personal information during the initial quotation process.
  3. Don’t assume your users know your products.
  4. Provide tools or calculators to guide users when completing the form.
  5. Provide useful contextual help during the quote process.
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What is the most profitable type of insurance to sell?

I say it all the time, the most lucrative insurance to sell is the kind your prospects need.

And so on and so forth for the following:

  • Long-Term Care Insurance.
  • Annuities.
  • Umbrella Coverage.
  • Final Expense.
  • General Liability.

Can you really make money selling insurance?

According to that data from the Bureau of Labor Statistics: The median annual wage for insurance agents was $48,150. The highest paid 10% of insurance agents earned more than $116,940 annually. The lowest paid 10% of insurance agents earned less than $26,120 annually.

Why are insurance agents so pushy?

Insurance agents are pushy and aggressive because it is difficult to get a client. Most people they encounter already have some sort of insurance with other agents. People like me will most likely decline a “survey” with them, which result in them getting more pushy and aggressive.

How do you pitch life insurance to customers?

12 Tips For A Successful Life Insurance Sales Presentation

  1. Get To Know Your Client.
  2. Personalize Your Presentation.
  3. Turn Objections Into Selling Opportunities.
  4. Use Visuals.
  5. Conduct a needs analysis.
  6. Ask Your Client Questions.
  7. Help Them Solve A Problem.
  8. Include Competitors.

How do I get people to buy insurance?

5 Ways for New Insurance Agents to Gain Customers

  1. 5 Ways for New Insurance Agents to Gain Customers. …
  2. 1) Look Professional. …
  3. 2) Partner with as many carriers as possible. …
  4. 3) Use your customers for referrals. …
  5. 4) Sell multiple products. …
  6. 5) Partner with a local real estate agent or office.

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