How Insurance Agents Land Sales

An insurance agent can count on several things when meeting a potential client :

Your professionalism
Your personality
Your dedication to your job
Your dependability

Having these assets are one thing, but displaying all of them to your client is another. Here are several resources that can help you impress your client and land a sale:

1. A laptop

As an insurance agent, you should always come prepared. One of the best resources you should have with you at all times is a laptop. Having a laptop is a lot like having an traveling office. Not only can you have meetings at your client’s home or elsewhere, but you can easily pull up the following:

Fact sheets
Backgrounds about insurance agencies
Different quotes
Daily organizer

In addition, you can collect and save your client’s personal information or take down notes. Most importantly, it will make you look professional.

2.Informative copies of the insurance you sale

You should always have copies of the type of insurance you sale on hand. This will allow your clients to read the information you provide to them for themselves. Some examples of these are printed fact sheets or brochure from an insurance company.

3. A copy of the insurance policy application

You should always have a copy of an insurance policy application on you at all times. The client may or may not want to sign up for insurance on the spot. However, they may want to discuss the terms of conditions, possible riders or any hidden fees that they are unaware about.

4. A black pen

Having a black pen with you will save you the time and trouble of wasting paper or getting involved in conflict when it is time to photocopy important information. Black ink shows better on copied paper.

5. Promotional freebies

Promotional freebies, such as a coffee mug or a stress ball are a way for you to say thank you to the client for a pleasant meeting and great business interaction. It helps seal the friendliness and professionalism to your client and encourages them to call you again in the future, if they want insurance again.

These five gadgets will help you seal the deal, but they alone will not win over the client. All in all, you must be willing to do your research and be prepared before the meeting. The more prepared you are, the better your chances of getting a long listed clientele sheet.

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