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7 Ways to close Insurance Leads

By Troy Wilson
4 minute read
⚠️ Disclaimer: While every effort has been made to ensure that the information contained in this article is accurate, neither its authors nor Aged Lead Store accepts responsibility for any errors or omissions. The content of this article is for general information only, and is not intended to constitute or be relied upon as legal advice.

Insurance is a personal assurance policy that provides a safety net to the holder. As long as the need exists for protection among people, insurance brokers have the ability to close leads. Buying Internet leads is a cost effective and real-time method to capture warm sales prospects. The magic then rests in closing the sales lead.

The key to success for any insurance agent is to get continuous endless leads sources. These leads could come from buying Internet leads databases, friend referrals, social media networking online, local newspapers, community events and handing out business cards, advertising and public relations like sponsoring an event. In some cases, local gated housing communities allow door to door transactions, among residences.

Treat each lead like its gold. Remember people are always watching and gauging your demeanor. Below are several tips that may be helpful in finding and closing insurance leads:

Socialize with people on a regular basis. Put yourself in situations like church, clubs, and community events that will naturally lead to interacting with prospects i.e. insurance leads. A new prospect encounter typically starts by introducing yourself and sharing your background. At first, do not attempt to make sales talk the moment you get in touch with someone, since this might seem too pushy and back-fire as a turn-off. Talk about anything else instead of limiting your discussions to business and work. You may begin to show your sales prowess when you are both comfortable with each other.

Once you have established a relationship with the person, it’s natural to share your professional experience. At this point you might ask for referrals and anyone they might know in need of insurance products. If they respond positively, write down their names and other key information so that you can add them to your call list. Ask the prospect if you might mention their name as a reference that such and such said you need insurance plans.

Browse through local newspapers. Take special note of key sections on weddings, birthdays and others like them. Most times when people face new chapters in their lives, they can’t discount the possibility of needing a mortgage or family insurance plan. The need for securing life protection increases at the focal point in a person’s life and can make insurance sales agents a few bucks richer.

Give out business cards as a way to spread your message. Business cards in some cases give the prospect their first and hopefully not last impression of you. Experiment with eBusiness Cards or HTML email blasts that are a very cost effective online sales tools. You do not have to invest a fortune to make a fancy business card. Many agents like to incorporate calendars on the back of their cards making them more functional.

Sponsorship programs often are effective in turning your company into a brand name recognizable in the insurance industry. As soon as people recognize it, you can expect an influx of clients in the next few weeks or months.

Visit potential institutions to generate high quality sales through group leads like golf clubs, social dance events and outdoors hiking clubs. Graduating college students are good candidates, many have enough money to finance their needs on a daily basis. Help them budget enough to save money for a insurance policy capital nest egg.

Door to door transactions are the least attractive typically only appropriate for your local neighborhood or community. Each method has its time and place, but all have been used effectively to generate millions of dollars. By working out a deliberate sales plan and implementing it relentlessly – you will succeed.

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How to Use Aged Leads in Your Overall Sales and Marketing Plan
How to Use Aged Leads in Your Overall Sales and Marketing Plan
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Troy Wilson

About Troy Wilson

Troy is the CEO and founder of Aged Lead Store. He has been in the lead generation industry for over two decades. His blog posts focus on how to refine your sales process and get the most out of your insurance leads, mortgage leads, and solar leads.

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