5 Tips to achieve your end of year life Insurance sales goals

Make Q4 your best quarter yet.

August 28, 2015

1.  Ramp up your purchase of P&C inbound insurance leads.  Purchase inbound insurance leads for auto, renter and home insurance.  The more clients you have, the more opportunity you will have to pitch life insurance.  Not only will you sell more life insurance, you will increase your auto, home and renter policy book of business.  Home, renter and auto insurance leads will help you develop more relationships and cross-sell more.


2.  Buy life insurance live transfers or inbound life insurance leads.  This is the newest trend in insurance leads.  Most people are now using their mobile device to search and connect with insurance agents to obtain life insurance.  Don't miss out on this incredible opportunity.  Your phone will ring with qualified persons looking to buy a life insurance policy.


3.  Work your book of business.  The end of the year is the ideal time to contact your book of business to help them determine if it is time to purchase life insurance.  You can contact your clients to schedule a phone consultation and review their current situation and their interest in obtaining life insurance.  Since you already have a relationship with these people and a built up bank of trust, they will likely consider what you have to offer.


4.  Work your circle of influence.  Talk to your family, friends, acquaintances and others to see if they have an interest in obtaining more information about life insurance.  Hold an informal group meeting to talk with all of them at once, schedule individual meetings or telephone conversations.  While this is a traditional way to sell insurance, using inbound insurance leads is an easier approach since these insurance leads will all be qualified as wanting an insurance quote.  You will avoid the potential awkwardness of bringing up the topic of end of life plans.


5.  Ask for referrals and take advantage of social media.  Contact your book of business and ask if they know anyone wanting or needing life insurance.  You can then follow-up with these insurance leads to see if they are interested in speaking with you.  Use your social media accounts to contact your friends, family and others to let people know you are available to discuss their life insurance needs.  Facebook, Twitter, Instagram and Linkedin are ideal for letting people know you are available to discuss and sell them life insurance. 



Inbound Insurance Leads: How to work smarter, not harder.

5 ways inbound insurance leads will help you work smarter and write more business.

August 28, 2015

1. No more dependence on networking and business mixers.  With inbound insurance leads, you can sit in your office, answer the phone, quote and write business.  You can place an order for how many calls you want, the times of day you receive the calls and pause your account if you get busy or decide to play a round of golf.  You are in control of your sales and your day.  You will no longer need to attend weekend and evening networking events in the potential hope of making a connection to sell one new policy.


2. No more wondering how many responses you will receive from a direct mailer or magazine ad.  Inbound insurance leads are sold on a pay-per-call basis.  You get what you pay for, guaranteed.  You want to quote 10 people, you pay for that.  No more will you be spending hundreds or even thousands of dollars without knowing, for certainty, the number of people you will speak with or quote.


3. No more stressing over being the first to reach a lead.  Inbound insurance leads are 100% exclusive and will only be transferred to you and your agency.  You have control over when you receive the calls and how many are sent.  You will no longer need to sit by the computer and wait for the leads to come in, so you can call.  Never again will you be on a long call or in a meeting, only to find that you have 5 leads waiting to be called.  Hearing the words, ‘I’ve already talked with 5 agents’ will be a thing of the past.


4. No more limiting your target audience to your local area.  The best part of inbound insurance leads is you can get them from anywhere in your state.  You are no longer restrained by geography or costs.  Inbound insurance leads are sold on a pay-per-call basis and allow you to set the number of calls you receive per day.  Insurance consumers no longer care where their agent is located, all they want is someone who will look out for their interests, be responsive to their calls, emails and texts and help them find the best value for their money.


5. More opportunities to cross-sell/upsell and build a diversified book of business.  You can buy a full range of P&C insurance leads (auto insurance leads, home insurance leads, commercial insurance leads, life insurance leads and renter/condo insurance leads).  Inbound insurance leads allow you to identify what areas of business you want to focus on and buy those types of calls.  You are in control of your business and can adjust the type and volume of calls you receive as often as you want.



Ready for new customers?
Check pricing and availability
Insurance Case Study

Nationwide Agent Finds Success with Contactability

Agent Ethan Kosmin Generated over $200,000 in premiums during first year in business thanks to Contact Concierge.

Insurance Infographic

the importance of being quick and following up with internet leads

A look at some surprising facts and shocking statistics from the insurance lead industry.