Turning Prospects Into Clients

December 5th, 2022

Every insurance agent has that desire to turn prospects into clients. Here’s a way to network without leaving your place of business or office.

You can utilize social media to do this but I’m going to talk about using the phone to accomplish this.

Create a list of prospects you want as your client or someone who works in the market you are targeting, someone who sell to, advises, or is influential in the market your target prospect is in.  

It could be anyone who knows people who might need your products or services.  

Just call and reach out to them. But, don’t ask for business or talk about yourself, except for introducing yourself. Talk about them.  

Let’s assume you have a newsletter that you send to your clients. After you introduce yourself, you can say some of the following:

  1. Ask them for their take on an article you read in their industry.
  2. Offer to send them a report or a reprint of an article that would help them.
  3. Invite them to coffee.
  4. Ask them to participate in a 90-second survey for an article you are writing for your clients.
  5. See if you could interview them for your blog or newsletter.

The important thing is to get the conversation started. Then, ask them about their business. What are the problems they are having? What can you do to help them?

When they ask you about your practice, be brief and change the subject back to them.

When you are done, send them a handwritten note and tell them you enjoyed the conversation. Stay in touch and constantly follow up. Send another article they might find helpful. Call again in a few weeks.

I have found that insurance networking is like a courtship.  

Go ahead and call someone today and introduce yourself. This is network marketing.

Let me know your thoughts on this.

If you need step-by-step instructions on how to implement this and other ideas I give on creating clients, just visit Build Your Practice Fast Academy and sign up for my one-on-one coaching program.

This program can help you transform your practice/agency and learn from my years of experience and success, in which I created over 6 million clients.

MY MODULES are also available as INDIVIDUAL E-BOOKS. (Download the e-books here)

Invest in the growth of your insurance business. After you subscribe, we will arrange a phone call and I’ll show you a way to get 10/25 prospects per month on LinkedIn, as well as other marketing strategies.

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