FFL VIRTUAL SALES
TRAINING
1. DEVICE SET UP
2. DOWNLOAD YOUR PHONE SCRIPT
3.DOWNLOAD YOUR POWERPOINT
PREPARE YOURSELF FOR VIRTUAL SUCCES
This page is going to be an invaluable resource for you to learn how to sell insurance from anywhere in the country. Get ready to develop the skills to succeed in virtual sales - everything from lead strategy, to phone scripts, meeting structure, and cementing the sale. You can do this!
PHONE SCRIPTS FOR VIRTUAL SALES
DIAL DAY CHECKLIST
Be prepared for your dials...
1. CALL AT PRIME TIMES
- IF YOU CALL WHEN PEOPLE ARE TYPICALLY HOME (8 AM - 10 AM & 4 PM - 10 PM) YOU CAN BOOK MORE IMMEDIATE APPOINTMENTS OR SAME-DAY APPOINTMENTS.
2. SET IMMEDIATE APPTS
- AVERAGE SHOW RATIOS FOR IMMEDIATE APPTS = 100%, SAME DAY APPTS - 60%, NEXT DAY APPT - 30%,
TWO DAYS OR LATER - LESS THAN 7%.
3. USE A CALENDLY ACCOUNT
- ORGANIZE YOUR APPOINTMENT SCHEDULE AND SEND YOUR CLIENTS TEXT REMINDERS 6 HOURS BEFORE,
HOUR BEFORE, AND 5 MINUTES BEFORE SCHEDULED APPOINTMENT TIME.
UTILIZE FOR ZOOM SALES
UTILIZE FOR ZOOM SALES
UTILIZE FOR ZOOM SALES
TWO WAYS TO APPROACH VIRTUAL SALES
1. ZOOM SALES:
A face-to-face virtual meeting using a PowerPoint via Zoom
- Target Client: Younger Demographic Who Are Technologically Savvy
2. TELESALES:
Conducting the entire presentation and application process via phone
- Target Client: Older Demographic Who Prefer A Simpler Presentation Method
WATCH THESE HOW TO VIDEOS
UTILIZE FOR TELE SALES
UTILIZE FOR TELE SALES
UTILIZE FOR TELE SALES
IN-HOME AND VIRTUAL HYBRID METHOD
THE KEY TO HYBRID SUCCESS
The way you schedule your appointments is everything!
For Field Days: Book at least 15 appointments for the next 2 days
For Virtual Days: Every day is dial day
GET SET UP FOR VIRTUAL SUCCESS
PHONE SCRIPTS FOR VIRTUAL SALES
VIRTUAL SALES PRESENTATIONS
PRESENTATION CHECKLIST
Be prepared for your appointments...
1. SEND CLIENT A TEXT REMINDER -
SEND YOUR CLIENT A REMINDER TEXT WITH YOUR NAME, A PICTURE OF YOUR INSURANCE LICENSE OR BADGE, AND THE APPOINTMENT TIME.
2. HAVE THE PRESENTATION READY -
HAVE YOUR ZOOM ACCOUNT, YOUR INSURANCE TOOL KIT, AND YOUR POWERPOINT PULLED UP AND READY TO PRESENT.
3. IMMEDIATELY SET THE TABLE -
TAKE CONTROL FROM THE BEGINNING BY DEMANDING THAT THE CLIENT HAS THEIR TV OFF AND THEIR CAMERA ON DURING THE DURATION OF THE APPOINTMENT.
4. MAINTAIN CLIENT ENGAGEMENT -
KEEP YOUR CLIENT FOCUSED ON THE PRESENTATION BY ASKING A LOT OF QUESTIONS. THE GOAL IS TO HAVE THEM TALKING MORE THAN YOU.
5. USE ONLY A COMPUTER OR TABLET -
A PHONE SCREEN IS NOT LARGE ENOUGH FOR THEM TO SEE EVERYTHING YOU WILL BE SHOWING THEM. PLUS, IT ELIMINATES ANY ADDED DISTRACTIONS.
PRESENTATION CHECKLIST
Be prepared for your appointments...
1. SEND CLIENT A TEXT REMINDER -
SEND YOUR CLIENT A REMINDER TEXT WITH YOUR NAME, A PICTURE OF YOUR INSURANCE LICENSE OR BADGE, AND THE APPOINTMENT TIME.
2. HAVE THE PRESENTATION READY -
HAVE YOUR ZOOM ACCOUNT, YOUR INSURANCE TOOL KIT, AND YOUR POWERPOINT PULLED UP AND READY TO PRESENT.
3. IMMEDIATELY SET THE TABLE -
TAKE CONTROL FROM THE BEGINNING BY DEMANDING THAT THE CLIENT HAS THEIR TV OFF AND THEIR CAMERA ON DURING THE DURATION OF THE APPOINTMENT.
4. MAINTAIN CLIENT ENGAGEMENT -
KEEP YOUR CLIENT FOCUSED ON THE PRESENTATION BY ASKING A LOT OF QUESTIONS. THE GOAL IS TO HAVE THEM TALKING MORE THAN YOU.
5. USE ONLY A COMPUTER OR TABLET -
A PHONE SCREEN IS NOT LARGE ENOUGH FOR THEM TO SEE EVERYTHING YOU WILL BE SHOWING THEM. PLUS, IT ELIMINATES ANY ADDED DISTRACTIONS.
BEST PRODUCTS FOR VIRTUAL SALES
These products offer the simplest application and signature process for clients.
FOR WHOLE LIFE
FINAL EXPENSE:
AETNA
- Fast E-App, Instant Decision,
No Admin Work Needed
MORTGAGE PROTECTION
AMERICAN AMICABLE
- Fast E-App, Comprehensive,
Easy For The Client
BONUS ADD ON
OFFER TO EVERYONE AS AN ADD-ON
MUTUAL OF OMAHA
ACD $500,000
- Quick Application, One Signature, Affordable