Going back to Sales you have lost?? How do I re-approach them.

by Sarah
(Auckland, New Zealand)

After reading this website I want to revisit all the families I did a terrible job with trying to sell insurance and use this new info I have learned here. How would you go about setting up an appointment to revisit them? My fault was I didn't even ask the families questions to find out their needs, wants etc. I just presented them a Funeral Plan and that's it! Any advice very much appreciated.

Comments for Going back to Sales you have lost?? How do I re-approach them.

Average Rating starstarstarstarstar

Click here to add your own comments

Rating
starstarstarstarstar
How to sell a Funeral Policy
by: Mike McCoy

I have learned the the best way to to sell a funeral policy is to start off with offering them something for free. This free item is someting we have found that is offered through a company called "Legacy Safeguard", they have all the tolls to help your client set up everything now, just they way they would like their funeral to be done.

I would be happy to help you with this if you are interested.

Feel free to give me acall at 800-997-8661 ext 225.

Mike McCoy

Rating
starstarstarstarstar
How do I re-approach prior prospects that I did not sell?
by: Ted

Hi Sarah;

Ted here.

I assume that when you first started, you were shown a simple type of presentation to take care of one specific need and these are the people you are talking about. Now that you have expanded your arena of knowledge, you feel that you have more to offer them.

First of all, I would review the list of people you want to call back. Determine which ones you had a good rapport with.

Secondly, what idea are you planning on approaching them with. (Family Plan, Mortgage insurance, retirement, etc.

I would then create some type of a phone presentation to call them back with.

Asa an example: Mr/Mrs prospect, I recently visited with you a while ago about a funeral plan. Your name recently popped up in my client planner list, and I was reflecting on what we talked about. Since that time I have been made aware of (some other great ideas/or a great idea) that I would like to share with you. I don't know if they will be of any interest to you or not, however I would like the opportunity to revisit some of the things we shared. Are day time or evening appointments better.

I would maybe check out our baby sitter policy or guardian trust fund concept as an idea to approach them. Check out our site map to locate those articles.

If you need any other help, come back and use this specific forum article, to make your comments or ask questions.

Please let us know how you do. We are interested in you success.

Ted




Click here to add your own comments

Join in and write your own page! It's easy to do. How? Simply click here to return to Open Discussions - Selling and Marketing Insurance .

Monthly Newsletter Free
Please add me to your
e-mail list so I can receive all new updates on selling and recruiting. See all back issues
Insurance Forum
Ask questions
Get answers

How can we help you?


Total Hits On Our Website

Follow Us 

Follow us on Facebook
Check out our Linkedin site
View our You Tube Videos
Follow us on Twiiter


Our most popular Self Help e-books
Exclusive to our readers
Prospecting problems. Get your Prospect or Die E-Book today
Problems with closing a sale. Get your Mastering the Art of Closing a Sale E-Book today
How to use Opportunity Meetings to Maximize your Recruiting.
Introduction to Agency Building. An e-book for entry level managers
Agency Builders
Looking for proven and tested concepts. View our Agency Building Manual.

More free resources and helpful selling tools
Six Free Recruiting Tips. Click here
Check out our Selling and Recruiting Video Library.
Selling requires strict discipline. Click here for five (5) free behavior management coaching videos from Bob Davies.
This is the Q.R. code for this website. Use your smart phone to scan.

Today's Top Picks for Our Readers:
Recommended by Recommended by NetLine