What an Insurance Consumer Wants From Their Agent When Buying
Guest post by Kelsey Rosauer, AgencyBloc
Don't overlook these easy leads
As an insurance agent, your success depends on getting leads. Without people to present to, you’re out of business. Buying leads can be expensive, and cold-calling and door-knocking can be an.
Tracking mileage for insurance agents
If you are the type of agent who visits your clients, or even goes door-knocking, you need to be tracking your mileage. At a rate of 54.5 cents per mile for your tax deductions, why wouldn’t you?
Video: How to add your info to your client’s phone
You want your info saved on your clients’ phones. This is way better than a business card, because they always have their phones with them. This lets them know it’s you when calling them, and it.
Video: How to Find Homeowners' Names for Door-Knocking
You're out knocking on doors, trying to make some sales. Have you ever wanted to know a neighbor's name, age, and phone number? Maybe you haven't been able to catch your prospect at home so you want.
Video: How to use your phone to scan documents
You might find that once in a while when you’re in the field, maybe at a client’s home or office, you need to make a copy of a document, but you don’t have a scanner.
Video: How to copy the “Medicare & You” handbook to your phone for quick access
The Medicare & You booklet is around 160 pages, so maybe you'd prefer not to keep a thick book with you in the field. If you carry a smartphone or tablet, you can easily keep a copy there if you need.
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..
Contracting is a huge pain - there’s a better way
Contracting stinks. It’s a necessary evil at best, an extreme waste of time at worst. You might prefer kicking the leg of a coffee table with your pinky toe 5 times in a row rather than fill out.
Why you should choose (and use) a CRM
You’ve spent lots of time and effort creating relationships with your clients, and they trust you enough to spend their money with you. It’d be a shame to only get in touch with them once a year for.
