Insurance Agent Jobs, How to Deliver a Policy
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Policy Delivery Topic Page.
(Sales Tip)..One of the biggest problems I always had with new agents was trying to have them be quiet at key times. When you ask someone a question, you need to give them time to think. They are sorting stuff out in their minds. Wait for some type of response before you start talking again. Don't be answering for them. Once you learn this art of selling, you will be on your way to being a good sales person.... Learn to Listen. When I come back for that annual review, in a year of so, I will pull out my interview notes and again reaffirm why they bought the policies, and somewhere during reviewing my notes I will say "by the way do you remember we talked about getting some insurance on your kids, mortgage cancellation policy, etc." Because that seed was planted at delivery, my clients would always say, oh yes I remember we brought that up. I would then say "Lets go through your annual report and then we can talk about that when we get done reviewing this stuff." (Sales Tip)..Over the years, after I built up my client base, I decided to use my slow months to do policy service. Because of the summer months and days being longer, people would want to enjoy the outdoors more often in my part of country. It was these months that it sometimes became hard to get people to sit down with to sell insurance. So I decided that I would call my existing client base during this time frame, as I would never have problem getting an appointment with them, as it was time for our annual get together and their annual review. It was during these annual reviews that I harvested those seeds I planted while at the same time allowing me to build up my inventory of referred leads.
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