See how you can convert more life insurance leads into loyal clients...
When a prospect (or an existing client that doesn't yet have coverage!) comes to you interested in a life insurance policy, you might think the work is done. But life insurance policies are not one-size-fits-all.
By getting to know your clients' needs and wants, you increase your chances of conversion. In addition, you set them up with a policy that is best suited for them and their loved ones. In this checklist, we cover:
- Client needs assessment tools
- How to overcome objections that may come up
- Using visual aids to communicate more effectively
- How to use automation to provide educational tools to leads
- And more!
As you sell life insurance, use this checklist to make sure nothing is missed and prepare for what may arise.
Plus, use the provided client needs checklist to gauge what matters most to your leads interested in life insurance!