10 Things Insurance Agents can do to Improve their Close Ratios and Write more Insurance Policies

June 06, 2016



Many agents, as they are working to improve their performance and sell more insurance policies, from the insurance leads or insurance calls that they are buying, ignore some of the “softer” things that they do everyday that can have a huge impact.  Even a small improvement in these things can improve their life and business success.

1. Wake up everyday ready to go!  Getting a good night's sleep will allow you to wake up full of energy and ready to sell some insurance policies.  Most medical professionals recommend that you get a minimum of 8 hours of sleep a night.  Plan your schedule so that your body is well rested everyday.  The more energy you have, the more insurance calls and more insurance leads you will be able to work and close.

2. Smile.  We all like to do business with happy people.  Smile when you are on the phone, when you are talking with coworkers and when you are around town.  Being a happy person is infectious and will make the people you interact with more willing to want to be around you and do business with you.  Smiling will also make you feel good.  When you smile when you talk with a home insurance lead, they will sense it and be more

3. Eat a healthy diet.  Eating less junk food and a healthy well-balanced diet will make you feel good and have the energy to do more everyday.  We are all very busy and many of us depend on fast food because of it’s convenience, cost and speed.  Taking a few minutes everyday to plan your meals, with an emphasis on nutrition, will help you eat better, save money and be more healthy overall.

4. Show appreciation.  Saying thank you to your clients, coworkers, vendors and others you come into contact everyday will show people you care.  When people feel you appreciate them, they will go the extra effort to help you.  A simple thank you can brighten someone’s day and also make you feel good!  When you thank your clients for doing business with you, when you ask them for a referral, they will more likely want to do it.

5. Establish long and short term targets or goals.  Have a goal everyday on how many people you want to quote, how many referrals you get or anything else measurable.  Having achievable goals everyday will give you a roadmap for success.  Longer term goals, that are measurable and achievable, will be something that you work towards as well.  Your daily goals should be in support of your long term goals.

6. Celebrate your success and the success of others.  When you have goals, you will have something to celebrate.  When you achieve your goals, have a party, take a trip or buy yourself or your team a gift.  Rewarding and celebrating your success and the success of the people around you, will give you something to look forward to and make you push a bit harder everyday to achieve them.  

7. Exercise regularly.  For many of us, we spend a majority of our day, sitting in a chair behind our desk and get limited exercise while at work.  Exercising will help you to keep healthy and have more energy.  You can then use this energy to make more calls and get more done towards achieving your goals.  For some of you, scheduling exercise will help you to make sure you have time for it.

8. Help others.  When we help others, we feel better about ourselves and more people will want to be around us.  Helping people find the best insurance coverage or best insurance rates is part of our job, however when we do it, we are truly helping our clients.  When we help people, others will want to help you. They will want to give you referrals, recommend employees, write a positive online review and so much more.

9. Push yourself to do a little more everyday.  If you made 10 calls yesterday to your existing client base to ask for referrals today, tomorrow call 11.  If you purchased 3 auto insurance leads yesterday, buy 4 today.  Everyday work hard to do a little more, that extra effort will help you achieve your goals.

10. Be optimistic.  Looking at the world like ‘the glass that is half full’ rather than ‘half empty’ will enable you to be optimistic and positive in your everyday dealings with clients, insurance leads, vendors, co-workers and more.  When you are optimistic and positive, there will be no limit to what you will be able to achieve.  Go into work everyday thinking, ‘I’m going to have the best close ratio on my auto insurance leads today!’



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