Tweet

Insurance Sales Planning that Works

Written by: Cheryl A. Clausen

Article Overview: You’ve got a list of names. You’ve got a phone script. You’ve got a sales presentation. Now all you need to do is make 100 phone calls, hold 15 appointments a week, and write 4 policies. Wrong!

Insurance Sales Planning that Works

You’ve got a list of names. You’ve got a phone script. You’ve got a sales presentation. Now all you need to do is make 100 phone calls, hold 15 appointments a week, and write 4 policies. Wrong!

That’s not a sales plan that’s a slave plan. If you strictly adhere to the plan the insurance companies sold you on you can count on tons of hard work to eke out a meager living if you don’t get burned out and give up first. Anyone following this plan is someone who never knows if they’re going to be able to pay the bills this month.

It sounds like such a good plan a plan sure to work after all it all depends on you. And that’s the problem. The plan is all wet. It doesn’t take long to realize there are big problems with this plan.

It doesn’t take long to run through huge lists of names. It doesn’t take long to realize there aren’t enough hours in a day to make 100 calls and hold 3 appointments. Plus you aren’t making enough money to pay someone else to make those calls for you because you don’t get hardly any appointments from those calls. The appointments you do get take months to close if they ever do.

The most important thing to understand is this plan can’t work effectively for you because it’s the wrong approach. This approach is centered on you, what you need, and what you do. If you want to succeed, and you want to do it without working yourself to death for a pittance, you need a better approach.

Do you honestly think strangers care about you, what you need, what you can do, what you have, or what you want? You know better. People only care about what they want and how to get it. And they sure as heck don’t want to buy insurance.

Yet, they want a lot of things that require insurance. Your sales plan has to start from that point. Your sales plan has to first get complete strangers coming to you by getting their attention and interest and getting them to take an action. Then rather than selling them you have to advise them and help them buy what they want. Plus you need people contacting you on an on-going basis. Yes, people contacting you rather than you contacting people.

So let’s review, an effective insurance sales plan: gets complete strangers contacting you, nurtures potential clients until they’re ready to buy, ensures you’re only meeting with people who are ready to buy now, and doesn’t solely depend on your direct actions.

Related Articles
  Car Insurance - Gap Insurance
  MassMutual Insurance Company - Car Insurance Coverage
  Car Insurance What Do You Know?
  The Right Age to Buy Primerica Life Insurance
  Prudential Insurance Company - Car Insurance Coverage

Article Tags: appointments, enough money, heck, insurance, insurance companies, list of names, phone calls, phone script, pittance, sales presentation



Related Forum Posts
Seek Venture Capital & Funding - Hello, Greetings from India. I am Seeking Venture Capital for Offshore Software Company Start-up. Need advise along with Business Model Sample. I have a basic outline for an offshore company. 1. Technology - like Microsoft Dot Net, Java, LAMP 2. Talent Team - Found Good Technology Developers. 3. Where I can get the leads/potential customers - Leads have been identified who are willing to move forward offshore projects. 4. I do not have resources like funding. It is a very critical factor to me Industries: Manufacturing, Real Estate, Retail, Insurance, Distribution & Logistics, Healthcare, Industry Associations and Software Product Development, Agricultural Industries and Etc. Services: Offshore Software Development Company. Offices to be located: Hyderabad, Andhra Pradesh, India and USA. Products/Services/Applications in areas like POS & Billing, Sales & Distribution, Production Planning, Material Management, Inventory Control, Plant Maintenance, Purchasing, Accounting and Logistics. Dynamic Web Programming with Database Driven Content Management Systems, Online Stores for E-Commerce, B2B Solutions, Community Portals, Website Redesign and Development, Custom ERP with Enterprise Wide Functional Modules such as Marketing, CRM, Accounting, Inventory Control, Sales & Distribution, Production Planning, Purchase & Stores, Logistics and Supply Chain. Seek your further questions and help. Thank you, Best Regards, Jayapratap.
Re: Insurance for Home Based Business? - hi there I'm a newbie here.I can get good information regarding the Insurance for Home based business and more. It's really safe to have Insurance for a home based business. Thanks a lot for discussing some important issues here and i feel really happy to be a part of this.
New Small Business Topic - Hello everyone, I'm on the lookout for new topics to add to my site. We just launched a Franchising section and are planning Human Resources section. Do you have any thoughts for a new section? Here's a list of what we currently have: Angel Investors Branding Bank Loans Business Coaching Business Plan Franchises (New) Insurance Legal Marketing Public Relations Sales Small Biz Loans Venture Capital
Online Sales and Marketing vs Traditional - Hi Evan, I am noticing that many of the posts in the Sales/Marketing section deal with online marketing, SEM and and SEO and Affiliates. I was wondering if it might be a good idea to separate that section into two; 1) Online Sales and Marketing; 2) Traditional Sales and Marketing
Re: Online Sales and Marketing vs Traditional - [quote="ltrahan":31w9r2iz]Hi Evan, I am noticing that many of the posts in the Sales/Marketing section deal with online marketing, SEM and and SEO and Affiliates. I was wondering if it might be a good idea to separate that section into two; 1) Online Sales and Marketing; 2) Traditional Sales and Marketing[/quote:31w9r2iz] I second the request...


Share this article with your friends. Fund someone's dream.

Leave a comment below or share on the left and you'll help support entrepreneurs in Africa through our partnership with Kiva. Over $50,000 raised and counting - Please keep sharing! Learn more.

Tweet

Newsletter

Get advice & tips from famous business
owners, new articles by entrepreneur
experts, my latest website updates, &
special sneak peaks at what's to come!

Name:
Email:

Popular Articles

Google Panda and Your Search Engine Rankings

Work at home Opportunities for the Disabled

Ten Twitter Tips For Work-at-Home Moms

Suggestions

Email us your ideas on how to make our
website more valuable! Thank you Sharon
from Toronto Salsa Lessons / Classes for
your suggestions to make the newsletter
look like the website and profile younger
entrepreneurs like Jennifer Lopez.