---
title: "Video: How to host online meetings with your prospects"
description: Sometimes it isn't convenient or even possible to meet with a client or prospect. You can easily host your own meeting over the internet, and save travel time and gas money, and have everything you need right at your own desk.
image: https://cdn.prod.website-files.com/6978e65abed067e994e8d3ed/69e0edc39a6f2b446ec622d5_og-5-2-blog.webp
---

[![](https://cdn.prod.website-files.com/6978e65abed067e994e8d3ed/697926babf20ddeb2d4ff972_64c7ba8d78ae605d730bbe060cf878ba_NewHorizons-White-Tag.svg)](https://www.newhorizonsmktg.com/)

- [Home Home](https://www.newhorizonsmktg.com/)
- Agents
  
   Agents
  
  
  
  
  
  
  
  
  
  [Why Us?](https://www.newhorizonsmktg.com/why-new-horizons)[Become an Agent](https://www.newhorizonsmktg.com/become-an-agent)[Sell Your Book](https://www.newhorizonsmktg.com/sell-your-book-of-business)[Support](https://www.newhorizonsmktg.com/support)[Technology & Tools](https://www.newhorizonsmktg.com/tools-technology)
  
  
  
  
  
  Agents
  
   Agents
  
  
  
  
  
  
  
  
  
  [Why Us?](https://www.newhorizonsmktg.com/why-new-horizons)[Become an Agent](https://www.newhorizonsmktg.com/become-an-agent)[Sell Your Book](https://www.newhorizonsmktg.com/sell-your-book-of-business)[Support](https://www.newhorizonsmktg.com/support)[Technology & Tools](https://www.newhorizonsmktg.com/tools-technology)
- Products
  
   Products
  
  
  
  
  
  
  
  
  
  [Medicare Supplement](https://www.newhorizonsmktg.com/products/medicare-supplements)[Medicare Advantage](https://www.newhorizonsmktg.com/products/medicare-advantage)[Life Insurance](https://www.newhorizonsmktg.com/products/life-insurance)[Final Expense](https://www.newhorizonsmktg.com/products/final-expense-insurance)[Annuities](https://www.newhorizonsmktg.com/products/annuities)[Cancer / Critical Illness Insurance](https://www.newhorizonsmktg.com/products/cancer-insurance)[Dental, Vision, Hearing Insurance](https://www.newhorizonsmktg.com/products/dental-vision-hearing-insurance)[Short-Term Care Insurance](https://www.newhorizonsmktg.com/products/short-term-recovery-care)[Long-Term Care Insurance](https://www.newhorizonsmktg.com/products/long-term-care-insurance)[Hospital Indemnity Insurance](https://www.newhorizonsmktg.com/products/hospital-indemnity-insurance)[Accident Insurance](https://www.newhorizonsmktg.com/products/accident-insurance)[Prescription Drug Plans](https://www.newhorizonsmktg.com/products/prescription-drug-plans)[All Products By Carrier](https://www.newhorizonsmktg.com/carriers)
  
  
  
  
  
  
  
   Products
  
   Products
  
  
  
  
  
  
  
  
  
  [Medicare Supplement](https://www.newhorizonsmktg.com/products/medicare-supplements)[Medicare Advantage](https://www.newhorizonsmktg.com/products/medicare-advantage)[Life Insurance](https://www.newhorizonsmktg.com/products/life-insurance)[Final Expense](https://www.newhorizonsmktg.com/products/final-expense-insurance)[Annuities](https://www.newhorizonsmktg.com/products/annuities)[Cancer / Critical Illness Insurance](https://www.newhorizonsmktg.com/products/cancer-insurance)[Dental, Vision, Hearing Insurance](https://www.newhorizonsmktg.com/products/dental-vision-hearing-insurance)[Short-Term Care Insurance](https://www.newhorizonsmktg.com/products/short-term-recovery-care)[Long-Term Care Insurance](https://www.newhorizonsmktg.com/products/long-term-care-insurance)[Hospital Indemnity Insurance](https://www.newhorizonsmktg.com/products/hospital-indemnity-insurance)[Accident Insurance](https://www.newhorizonsmktg.com/products/accident-insurance)[Prescription Drug Plans](https://www.newhorizonsmktg.com/products/prescription-drug-plans)[All Products By Carrier](https://www.newhorizonsmktg.com/carriers)
- Training
  
   Training
  
  
  
  
  
  
  
  
  
  [Webinar Calendar](https://www.newhorizonsmktg.com/training/webinars)[Medicare Supplement Training Hub](https://www.newhorizonsmktg.com/training/medicare-supplement)[Medicare Advantage Training Hub](https://www.newhorizonsmktg.com/training/medicare-advantage)[Life Insurance Training Hub](https://www.newhorizonsmktg.com/training/life-insurance)[Annuity Training Hub](https://www.newhorizonsmktg.com/training/annuities)[Short-Term Care Training Hub](https://www.newhorizonsmktg.com/training/short-term-care)[Additional Training & Tips Sheets](https://www.newhorizonsmktg.com/training/additional-training)
  
  
  
  
  
   Training
  
   Training
  
  
  
  
  
  
  
  
  
  [Webinar Calendar](https://www.newhorizonsmktg.com/training/webinars)[Medicare Supplement Training Hub](https://www.newhorizonsmktg.com/training/medicare-supplement)[Medicare Advantage Training Hub](https://www.newhorizonsmktg.com/training/medicare-advantage)[Life Insurance Training Hub](https://www.newhorizonsmktg.com/training/life-insurance)[Annuity Training Hub](https://www.newhorizonsmktg.com/training/annuities)[Short-Term Care Training Hub](https://www.newhorizonsmktg.com/training/short-term-care)[Additional Training & Tips Sheets](https://www.newhorizonsmktg.com/training/additional-training)
- Resources
  
   Resources
  
  
  
  
  
  
  
  
  
  [Announcements](https://www.newhorizonsmktg.com/announcements)[Blog](https://blog.newhorizonsmktg.com)[Marketing Materials](https://www.newhorizonsmktg.com/marketing-materials)[Perpetuation Planning](https://www.newhorizonsmktg.com/perpetuation-planning)[Newsletter](https://www.newhorizonsmktg.com/newsletter)
  
  
  
  
  
   Resources
  
   Resources
  
  
  
  
  
  
  
  
  
  [Announcements](https://www.newhorizonsmktg.com/announcements)[Blog](https://blog.newhorizonsmktg.com)[Marketing Materials](https://www.newhorizonsmktg.com/marketing-materials)[Perpetuation Planning](https://www.newhorizonsmktg.com/perpetuation-planning)[Newsletter](https://www.newhorizonsmktg.com/newsletter)
- About
  
   About
  
  
  
  
  
  
  
  
  
  [About New Horizons](https://www.newhorizonsmktg.com/about-us)[Meet the Team](https://www.newhorizonsmktg.com/team)
  
  
  
  
  
  About
  
   About
  
  
  
  
  
  
  
  
  
  [About New Horizons](https://www.newhorizonsmktg.com/about-us)[Meet the Team](https://www.newhorizonsmktg.com/team)
- [Contact Contact](https://www.newhorizonsmktg.com/contact)

[Sign In Sign In](https://www.newhorizonsmktg.com/login)

 Jason 

[Agent Dashboard](https://blog.newhorizonsmktg.com/dashboard)[Account Settings](https://blog.newhorizonsmktg.com/account-settings)Sign Out

 July 08, 2014 · [Jason Ferguson](https://blog.newhorizonsmktg.com/author/jason-ferguson)

# Video: How to host online meetings with your prospects

Sometimes it isn't convenient or even possible to meet with a client or prospect. Maybe you're out of town, they're out of town, or for whatever reason it just isn't feasible to meet face to face. You can easily host your own meeting over the internet, and save travel time and gas money, and have everything you need right at your own desk.

## Assess Your Prospects

Some people just aren't comfortable using computers - so a web meeting is probably not your best option for them. You'll have to feel them out a little on the phone to determine how tech-savvy they are. If you think they're a good fit for a web meeting, then you can move on to setting up your appointment.

## Pick Your Meeting Software

There are lots of options, but some work better than others. The one that works best for you depends on what type of meeting you want to have. If you want to simply show them what's on your screen, I recommend [join.me](https://www.join.me) because it's so easy to use (and that's what I demonstrate in the video), but there are a hundreds of others, including TeamViewer, Facetime, Skype, Google Hangouts, MeetingBurner, GoToMeeting, and WebEx. Each of these has their pros and cons, and some are more for webinars or video chats than they are for screen sharing.

Join.me is free for their basic plan. They do have paid plans too, but unless you're sharing your screen with dozens of people, you won't need to pay.

## Start Your Meeting

[Join.me](https://www.join.me) works like this;

1. Download their software program
2. Open the program and click Share Screen
3. Give your prospect the 9 digit code that appears on your screen
4. They type that code into the join.me website
5. Your screen appears on their computer

Once your meeting has started and your prospect has joined, you can talk to them if they have speakers and a microphone on their PC, or you can call on the phone.

## Tips

Be sure to do a practice meeting with a friend or spouse before meeting with prospects. You don't want to look like you've never done this before.

Remember that a web meeting is still a conversation - even if you're presenting to a prospect, encourage them ask questions so it feels less like a seminar and more like they're sitting at their kitchen table next to you.

You can have more than one person in your meeting, so if a spouse is out of town, or your prospect would like her son to listen in, he could join from his own computer.

You can browse to websites, such as Medicare.gov, or open a PowerPoint presentation, or your illustration software, etc. Whatever is on your screen, they will see.

Close your email program, or anything else that might show distracting popups during your meeting.

## Final Thoughts

Hosting a web meeting isn't hard, and can save you lots of time, assuming the prospect is a good fit. Give it a shot, and let me know if you need help.

If you've used other software, or would like me to go over one, please let me know in the comments below.

[Videos](https://blog.newhorizonsmktg.com/tag/videos), [Productivity](https://blog.newhorizonsmktg.com/tag/productivity), [Technology](https://blog.newhorizonsmktg.com/tag/technology)

## Comments

## Read On

[![NH-How-Med-Supp-Agents-Can-Fill-the-Final-Expense-Need](https://blog.newhorizonsmktg.com/hubfs/NH-How-Med-Supp-Agents-Can-Fill-the-Final-Expense-Need.jpg)](https://blog.newhorizonsmktg.com/how-med-supp-agents-can-fill-the-final-expense-need)

### [How Med Supp Agents Can Fill the Final Expense Need](https://blog.newhorizonsmktg.com/how-med-supp-agents-can-fill-the-final-expense-need)

 Life insurance can seem complicated. And sometimes it truly is. My mission is to bring you little...

[![How to Complete Your Free AML Training for Life and Annuity Sales](https://blog.newhorizonsmktg.com/hubfs/BlogImages/NH-How-to-Complete-Your-Free-AML-Training-for-Life-and-Annuity-Sales.jpg)](https://blog.newhorizonsmktg.com/how-to-complete-your-free-aml-training-for-life-and-annuity-sales1544)

### [How to Complete Your Free AML Training for Life and Annuity Sales](https://blog.newhorizonsmktg.com/how-to-complete-your-free-aml-training-for-life-and-annuity-sales1544)

 In order to sell most life insurance and annuity products, you need to complete Anti-Money...

[![life-policy-review](https://blog.newhorizonsmktg.com/hubfs/life-policy-review.jpg)](https://blog.newhorizonsmktg.com/how-to-do-life-insurance-policy-review-shortcut-examples-included)

### [How to Do a Life Insurance Policy Review (A Shortcut and Real-Life Examples Included)](https://blog.newhorizonsmktg.com/how-to-do-life-insurance-policy-review-shortcut-examples-included)

  A great way to add value and attract new clients is to offer a no-cost life insurance policy...

This website is for agent use only. Not for public use or distribution.

![](https://cdn.prod.website-files.com/6978e65abed067e994e8d3ed/697926babf20ddeb2d4ff972_64c7ba8d78ae605d730bbe060cf878ba_NewHorizons-White-Tag.svg)

New Horizons Insurance Marketing  
122 W. Prairie Ave. Suite 200  
Decatur, IL 62523  
 Phone: [888-780-7676](tel:+1-888-780-7676)

#### Navigation

- [Home](https://www.newhorizonsmktg.com/)
- [Agents](https://www.newhorizonsmktg.com/agents)
- [Products](https://www.newhorizonsmktg.com/product-lines)
- [Training](https://www.newhorizonsmktg.com/training)
- [Resources](https://www.newhorizonsmktg.com/resources)
- [Blog & Updates](https://blog.newhorizonsmktg.com/)
- [About](https://www.newhorizonsmktg.com/about-us)
- [Contact](https://www.newhorizonsmktg.com/contact)

#### Social

- <https://www.facebook.com/NewHorizonsMktg>
- <https://youtube.com/@NewHorizonsFMO?sub_confirmation=1>
- <http://www.linkedin.com/company/new-horizons-insurance-marketing-inc->

- [Privacy](https://www.integrity.com/privacy-policy)
- [Terms of Service](https://www.newhorizonsmktg.com/terms)
- [Do Not Sell My Information](https://submit-irm.trustarc.com/services/validation/d14968e7-edec-4831-b5f2-c494567844f6)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Jason Ferguson",
    "url" : "https://blog.newhorizonsmktg.com/author/jason-ferguson"
  },
  "dateModified" : "2018-10-25T18:40:49.281Z",
  "datePublished" : "2014-07-08T18:40:00.000Z",
  "headline" : "Video: How to host online meetings with your prospects",
  "mainEntityOfPage" : {
    "@id" : "https://blog.newhorizonsmktg.com/how-to-host-online-meetings-with-your-prospects",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://blog.newhorizonsmktg.com/hubfs/NHIM-Logo-transp.png"
    },
    "name" : "New Horizons Insurance Marketing, Inc."
  }
}
```