“Prospecting Strategies For Todays Insurance Professional”
Create your endless funnel

“Prospecting Strategies For Todays Insurance Professional”

Prospecting is the first step in the sales process, which consists of?identifying potential customers, aka prospects. The goal of prospecting is to develop a database of likely customers and then systematically communicate with them in the hopes of converting them from potential customer to current customer.

?Prospecting is an important part of the sales process, as it?helps you develop the pipeline of potential customers. Prospecting, done right, not only creates a pipeline of potential customers, it also helps to position you as a trusted advisor. And it helps you focus on the right accounts.?

A positive prospecting mindset?always features a value proposition that helps create an awareness of needs. You must believe you have something of value that the client needs to hear. First impressions are vitally important in any new business relationship. Eliminate any jargon and get straight to the point about what differentiates the insurance products and services you’re trying to sell. Avoid cookie-cutter chatter like “we provide the best customer service” and sell yourself with verifiable facts and examples.

The three keys to prospecting success are numbers, consistency, and organization.

Effective prospecting methods can vary by sales organization and industry.


The 30-Day Rule states that?the prospecting you do in this 30-day period will pay off for the next 90 days. It is a simple, yet powerful universal rule that governs sales and you ignore it at your peril. When you internalize this rule, it will drive you to never put prospecting aside for another day.

There are so many prospecting/marketing strategies for agents and it’s important to try as many as possible until you get your business to a point of ultimately working 100% referrals and clients. Here are some of the ideas that when used consistently can transform your business. Remember that nothing works unless we do.

-Project????

-Exclusive leads

-Non-responder leads

-Referrals

-Seminars

-Social Media ads

-Outplacement Retirement Specialist (HR departments)

-Churches

-Pharmacies

-Dr.s offices

-Community Centers

-Veterans

-Affinity Marketing

-Door knocking

-Social media live events

”MARKETING”

-Billboards

-Magazines

-Radio

-T.V.

-Sponsorships

Etc. Etc.Etc.?

They key isn’t what you do, it’s that you do, and keep doing until you find your niche that works for you. If you have questions about any of these ideas????reach out and I’d be happy to assist you.?


Happy Prospecting……

Kelley Tyan

???? PRAY. LEAD. EMPOWER 2X Best Selling Author | Top 50 Christian Podcaster | Brand New Podcast: Chosen by Jesus?? | Subscribe Now to YouTube!

2 年

Great share!! It’s all very true!

Christy Larson, CSA

Senior Managing Partner at Sound Retirement Solutions

2 年

Great read!

Darrell Croteau - Intelligent Solutions

VP of Sales | Intelligent Solutions | Founder, DCfinsrv | Board Member Support

2 年

Thanks for sharing this Greg -

Paul Herman

Director, Agency Training & Development at Western & Southern Life

2 年

Greg, perfectly stated! Many today want to rely only on social media or "luck." And after 35 years in this wonderful business what you stated is so true - you have to have a plan and stick to it. No room for apathy or procrastination when it comes to prospecting. Thanks for the great article!

要查看或添加评论,请登录

Greg Gelineau, CLTC的更多文章

  • “Life doesn’t get easier or more forgiving, we get stronger and more resilient.”

    “Life doesn’t get easier or more forgiving, we get stronger and more resilient.”

    Today I’d like to highlight an essential truth: genuine success demands sustained effort, resilience, and a willingness…

    5 条评论
  • “SELF-DISCIPLINE IS THE WINNERS EDGE”

    “SELF-DISCIPLINE IS THE WINNERS EDGE”

    This reflection beautifully highlights the critical role self-discipline plays in achieving success, whether in…

  • Share Your Leadership Gifts This Year!

    Share Your Leadership Gifts This Year!

    What are the gifts leaders can offer their teams. The emphasis on trust, presence, and feedback highlights a holistic…

  • WILL YOU THRIVE IN ‘25?

    WILL YOU THRIVE IN ‘25?

    Continuous improvement is paramount in pursuing professional achievement and personal fulfillment. This commitment…

    2 条评论
  • “GREATER LEADERSHIP = GREATER RETENTION”

    “GREATER LEADERSHIP = GREATER RETENTION”

    In my experience, I've observed that the decision for an agent to leave often transcends financial compensation. While…

  • ARE YOU A POSITIVE LEADER?

    ARE YOU A POSITIVE LEADER?

    These four principles from “The Power of Positive Leadership” provide a strong foundation for navigating challenges and…

  • “ARE YOU READY TO BE A TOP PERFORMER”

    “ARE YOU READY TO BE A TOP PERFORMER”

    From efficiency, motivation and asking questions, there are several traits that clearly differentiate high performers…

    4 条评论
  • HOW’S YOUR LEVEL OF GRIT?

    HOW’S YOUR LEVEL OF GRIT?

    Grit, or mental toughness, is the ability to persevere through obstacles and stay committed to long-term goals, even…

  • Are your decisions moving you closer to the life you want to live?

    Are your decisions moving you closer to the life you want to live?

    Every action has an equal and opposite reaction. Put simply, a choice is what you decide to do (or not do), and the…

    2 条评论
  • Mastering Self-Awareness

    Mastering Self-Awareness

    Self-awareness is indeed a powerful tool that influences various aspects of our lives, from decision-making to…

    1 条评论

社区洞察

其他会员也浏览了