5 Tips to achieve your end of year life Insurance sales goals

Make Q4 your best quarter yet.

August 28, 2015

1.  Ramp up your purchase of P&C inbound insurance leads.  Purchase inbound insurance leads for auto, renter and home insurance.  The more clients you have, the more opportunity you will have to pitch life insurance.  Not only will you sell more life insurance, you will increase your auto, home and renter policy book of business.  Home, renter and auto insurance leads will help you develop more relationships and cross-sell more.


2.  Buy life insurance live transfers or inbound life insurance leads.  This is the newest trend in insurance leads.  Most people are now using their mobile device to search and connect with insurance agents to obtain life insurance.  Don't miss out on this incredible opportunity.  Your phone will ring with qualified persons looking to buy a life insurance policy.


3.  Work your book of business.  The end of the year is the ideal time to contact your book of business to help them determine if it is time to purchase life insurance.  You can contact your clients to schedule a phone consultation and review their current situation and their interest in obtaining life insurance.  Since you already have a relationship with these people and a built up bank of trust, they will likely consider what you have to offer.


4.  Work your circle of influence.  Talk to your family, friends, acquaintances and others to see if they have an interest in obtaining more information about life insurance.  Hold an informal group meeting to talk with all of them at once, schedule individual meetings or telephone conversations.  While this is a traditional way to sell insurance, using inbound insurance leads is an easier approach since these insurance leads will all be qualified as wanting an insurance quote.  You will avoid the potential awkwardness of bringing up the topic of end of life plans.


5.  Ask for referrals and take advantage of social media.  Contact your book of business and ask if they know anyone wanting or needing life insurance.  You can then follow-up with these insurance leads to see if they are interested in speaking with you.  Use your social media accounts to contact your friends, family and others to let people know you are available to discuss their life insurance needs.  Facebook, Twitter, Instagram and Linkedin are ideal for letting people know you are available to discuss and sell them life insurance. 



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