TELESALES
TWO WAYS TO APPROACH VIRTUAL SALES
TELESALES:
Conducting the entire presentation and application process via phone
Target Client: Older Demographic Who Prefer A Simpler Presentation Method
ZOOM SALES:
A face-to-face virtual meeting using a PowerPoint via Zoom
Target Client: Younger Demographic Who Are Technologically Savvy
EVERYTHING YOU NEED TO SUCCEED
SELLING INSURANCE VIA TELESALES
SELLING INSURANCE VIA HYBRID METHOD
INSURANCE TELESALES MADE SIMPLE
TOOLS MAKE IT EASY
BE PREPARED FOR DIAL DAYS
CALL AT PRIME TIMES
If you call when people are typically home (8AM - 10AM &4PM - 10Pm) you can book more Immediate appointments or Same Day appointments.
SET IMMEDIATE APPTS
Average show ratios for Immediate Appts - 100%, Same Day Appts -60%, Next Day Appt - 30%, Two Days or Later - less than 7%.
USE A CALENDAR SYSTEM
Organize your appointment schedule and send your clients text reminders 6 hours before, 1 hour before, and 5 minutes before scheduled appointment time.
The Key To Hybrid Success
The way you schedule your appointments is everything!
⏹️For Field Days: Book at least 15 appointments for the next 2 days
⏹️For Virtual Days: Every day is dial day
SELLING INSURANCE VIA ZOOM
SELLING INSURANCE VIA TELESALES
BEST PRODUCTS TO USE FOR TELESALES
FINAL EXPENSE
▪️ Fast E-App, Instant Decision
▪️ No Admin Work Needed.
▪️ No signature required (text signature)
▪️ Fast E-App, Instant Decision
▪️ No Admin Work Needed.
▪️ No signature required (security question)
▪️ Fast E-App, Instant Decision
▪️ Easy for client.
▪️ voice signature
▪️ Fast E-App, Instant Decision
▪️ Easy for client.
▪️ Simplified and Guaranteed
▪️ Direct express Accepted
▪️ Fast E-App
▪️ Easy for client.
▪️ Voice Signature
▪️ Direct express Accepted
TERM LIFE | INDEX UNIVERSAL LIFE
▪️ Instant Decision
▪️ Simple Eapp
▪️ No Admin Work Needed.
▪️ CBO Option
▪️ Fast E-App, Instant Decision
▪️ No Admin Work Needed.
▪️ No signature required
▪️ CBO Option
▪️ Instant Decision
▪️ Simple for client.
▪️ Term | CBO | ADB
▪️ IULE (no Illustration req)
▪️ Fast E-App
▪️ Easy for client.
▪️ CBO available
