How to Sell to Life Insurance Leads
Selling to life insurance leads involves playing the numbers game, especially when dealing with bulk leads. We recommend you focus working on two factors to improve your sales: speed and efficiency.
Using a CRM is crucial, as it helps you keep notes on prospective customers, allows you to filter for key attributes, and integrates with auto-dialers to improve call speeds.
To improve efficiency, score your leads first by sorting information in your CRM. Filter your leads by age, income, zip code, or whichever lead scoring method helps you narrow down your call list.
The one thing you’re not going to find in life insurance lead quest forms, however, is the reason why your lead wants life insurance. Perhaps your lead just got married, had a baby, or experienced a sudden death in the family. This is why it’s important to ask these specific questions during your first interaction. If your lead experienced one of these life-changing situations, you’re more likely to close.
Remember, most life insurance leads generally don’t close upon the first contact. They require nurturing, in the form of phone calls, follow up emails, and face-to-face appointments or video conferencing. But if you’re persistent enough and trustworthy, ultimately you will make the sale.
If you’re looking for a more in-depth guide on selling to your life insurance leads, read our blog post How to Sell Life Insurance: The Advice They’re Not Telling You.