We in the multiline business have a tremendous opportunity for life, health and related sales. However, by the time we are finished with the homeowners, auto or business proposals, everyone is usually exhausted and suffering from insurance burnout. My tip to any multiline agent is to close your manuals and sell the next appointment at that time.
Most of the factfinding has already been done so that very little additional information will be needed. The next day, you can follow up with a nice thank-you note and confirm your next appointment in writing.
Laura DeLauder Haraway, LUTCF, is with the DeLauder Insurance Agency in Maryland. You may reach her at 301-694-0028.
This sales tip is excerpted from the book, Advisor Today’s Sizzling Sales Ideas. Click here to order your copy today.