The digital age has completely changed the insurance industry, and there are a lot of important sales tips for insurance agents that you need to know. In the past, an insurance agent may have been able to build a very large agency by simply cold calling a lot of people. Even though you might still have some success with this tactic, most people now have caller ID. They will be hesitant to answer the phone for someone they don’t know. Therefore, it is important for you to change your approach if you want to maximize your conversion rate. What are a few of the most important sales tips for insurance agents that you need to follow? Take a look at a few examples below.
1. Have a Digital Presence
Of course, one of the first tips that you need to keep in mind is that you need to have a digital presence. The most basic digital presence you must have is a website. The vast majority of people use the internet when they are looking for products and services they need. Insurance is no different. You need to make it as easy as possible for your potential customers and clients to find you. Therefore, make sure you have a website that shares helpful information about your insurance agency. Some of the basic information you may want to include on your website might be:
- Your name and contact information
- Your physical location
- The types of policies you sell
- The number of years you have been in business
If you have a professional website, you will have an easier time convincing people to contact you to learn more.
2. Have a Presence on Social Media
There are hundreds of millions of people who use social media every day. There is a good chance that you have a social media profile as well. Now, it is time for you to use social media to grow your business. Social media is a great option for insurance agents for a number of reasons. Some of the biggest examples include:
- It will make your insurance agency a bit more personable.
- You can use social media to drive traffic to your website.
- You can use social media to answer questions that your customers and clients often have.
- Social media is a great way for you to remind people about your insurance agency and how much money they can save by choosing your agency.
You do not need to have a profile on every social media platform, but you do need to figure out which ones are most effective for your business. Then, make sure you are as visible as possible on those specific social media platforms.
3 Take Advantage of Lead Generation Prospecting Tools
Your time is your most valuable asset, and you must make sure that you use it wisely. Therefore, you should spend your time talking to people who are actively looking for different types of insurance policies. For example, you may want to use lead prospecting tools, such as Datalot. This is an intuitive tool that provides you with qualified leads who are interested in changing insurance policies or buying a policy for the first time. You can use this tool to increase your conversion rate and boost your revenue growth rate.
4. Be Personable With Your Communication Strategies
If you want people to purchase insurance from your agency, you need to be personable with your communication strategy. You may talk to people over the phone, through email, and via social media. No matter how you are engaging with your clients and prospects, you need to be personable. Try to avoid jargon and slang. Make your communication relatively short. Otherwise, people will not read your messages. You may even want to talk to your office staff about different messages you are thinking about sending to your client. They can tell you what they would like to receive and what they would skip. That way, you can get the most out of your communication with your clients.
5. Have a Self-Service Option Available
Another one of the top sales tips for insurance agents is that you need to have a self-service option available. Today, few people want to wait for someone to call them back. They want to know what types of policies they can get from you immediately. Therefore, you may want to have a self-service option on your website. Essentially, people will use this tool to get a quote for how much they might need to pay for auto, home, or life insurance. If you make this tool easier to use, you will have more people contacting you about insurance.
6. Keep in Touch
Finally, you must make sure you keep in touch with your current, past, and prospective clients. If people know that you are taking a genuine interest in them, they will be more likely to call you back for insurance policies. Even if someone leaves your insurance agency, you don’t need to stop contacting them. Perhaps their home or auto situation will change down the road, and you might be a better insurance option for them at that time. If you are willing to put in the work to nurture the relationships you have with your customers and clients, you can increase your conversion rates.
Rely on These Sales Tips for Insurance Agents in the Digital Age
These are a few of the most important sales tips for insurance agents you need to follow if you want to put yourself in a position to be successful in the current environment. Another important tip you need to follow is networking with other professionals in your industry. That is where the American Agents Alliance can be beneficial. Our goal is to help you grow and sustain your agency. Contact us today to learn more about how we can help you.
