What’s The Quickest Way To Increase My Appointments For Insurance?

Coaches Corner -What’s The Quickest Way To Increase My Appointments For life Insurance?

9/9/2022… Friday afternoon, I got a call from an agent who had been a career agent with a major insurance company. He had decided to go independent several months ago. He called me for some help because, in the past month, he had purchased 200 life insurance leads and wasn’t happy with the results. From those 200 leads, he had only set about 5 life insurance sales appointments per week (23 life insurance sales appointments for the month). He actually met with only 2 of those people each week (10 fact-finds for the month). And he closed 1 insurance sale a week (4 insurance sales for the month). And, he wanted to know where he could buy more and better insurance leads. So he could increase his life insurance appointments and sales!

As we talked, he told me that the majority of the leads only wanted him to send them a quote. Some of them had health problems. And, over half of the life insurance sales appointments he set, had canceled their appointments, or were no-shows.

It’s a very typical call that I get from agents. Whether they are buying leads, using direct mail, newspaper ads, or dinner seminars to generate leads… they are only getting a 10% to 15% life insurance sales appointment rate from their leads. And, they have a lot of fallout from the life insurance sales appointments they set. Just about every agent I talk to wants to blame the quality of their leads for their lack of life insurance sales appointments!

How To Quickly Increase Your Sales Appointments For Life Insurance

First, in case you don’t know nobody wants to meet with a ‘pushy’ salesperson. Even when they know they need and want the product or service you are offering! They are all afraid they’ll be pushed into buying something they don’t need or want. Or, they are afraid they will be pushed into spending more money than they want to spend!

Help Other To SucceedMost prospects also make the assumption that all insurance policies are pretty much alike. So to them, it makes perfect sense to just pick the least expensive one. That’s why they’ll give you objections to setting the life insurance sales appointment, like… “I’m too busy right now!” “We don’t have the money!” “I just want the cheapest policy!” “Just send me a quote?” These objections are a natural part of the insurance sales process. And they are really just an opportunity for you to help families to see how valuable your service is.

Do you want to set more and better sales appointments for life insurance? Then you’ll have to learn how to get past the typical objections to the life insurance sales appointment! You must focus on helping your families to see the problems they face. And then help your families to see how they’ll benefit by meeting with you. You must be able to differentiate yourself from the rest of the agents who are calling them. And, it’s not going to happen by focusing on your products, price, investment returns, or your credentials. You must help your families to see ‘why’ they should meet with you. If your prospect does not see they have a problem or truly understand the depth of their problem, then why should they waste their time meeting with you?

Sample Life Insurance Appointment Script To Overcome Objections 

Objection… “I’m too busy right now! Can you just send me a quote?”

Agents Response… “Mr. Prospect, I think I understand. We are all busy, and no one wants to meet with a pushy salesperson, right? And, I could send you a quote. However, am I correct in assuming you want the best value for your dollar?

Prospect… “That’s Correct.”

Agent… “Mr. Prospect, I’m a little different from most of the other agents you’ll meet. I want to help you and make sure you get the best policy for you and your family. There are literally hundreds of companies and policies for you to choose from, with all sorts of options. And, without knowing the details of your situation, I’m not sure what’s the best value for you, or what you’ll actually qualify for. So, if I could, I would like to meet with you and your spouse, in person, to go over your options, and to make sure you get the best policy and value for your situation. Does that make sense?

Prospect… “I guess so.”

Agent… “Mr. Prospect, if I could show you how to get the policy you need and want to protect your family, without taking any additional money out of your pocket, or changing your current lifestyle, would it be worth 20 minutes of your time to get together and talk about it?”

Prospect… “OK.”

Agent… “What’s the best day for us to meet?”

Summary Increase Your Life Insurance Appointments 

Overcoming the objection to the life insurance appointment is your… first sale to the prospect! And, it requires you to learn a presentation, just like you do for any sales call. You wouldn’t go into a life insurance appointment unprepared, would you?

What you’ll want to do is write down the most common objections you hear, on the phone and in person. Then, you’ll want to think about what you will say to overcome those objections to the appointment for life insurance and write them down. You’ll want to practice them; know them by heart. And learn them so well that you never have to think about them while you’re trying to set the life insurance appointment. And, they will just become second nature. By doing this, you are prepared to sell the life insurance appointment. Which gives you a better chance of getting the best life insurance appointment.

When you know what to say to sell the life insurance appointment. When you practice it and you get good at it, you can set life insurance appointments with ‘9 out of 10’ of the leads you get. Remember, the reason these people responded to your letter, ad, or invitation is that they are interested in and want more information about your product or service.

If you want to set a life insurance appointment, then you just have to give them a good reason to choose you!

Now, it’s up to you… You can try to develop your own scripts to overcome the objections to setting the life insurance appointment… and the sale!

Or, you can invest in our Trusted Advisor Success Program!

“I just attended a 2-day workshop with Insurance Pro Shop.  I am so happy to say that this time spent was very well invested in my insurance career.  Lew and his staff were amazing teachers.  I learned more about marketing, sales concepts, and closing techniques, all by asking the right questions.  I highly recommend INSURANCE PRO SHOP for new or seasoned agents.  It is time very well invested.” Carol Walker, TX (27 years in the business)


Do You Want To Quickly Increase Your Life Insurance Appointments?

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How To Set Great Life Insurance Appointments With A Cold Calling Script!

Insider Secrets To Setting The Best Life Insurance Sales Appointments!

What Every Agent Ought To Know To Determine Your Success Selling Insurance!

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Recommended By The Members Of The IARFC - What’s The Quickest Way To Increase My Appointments For life Insurance?

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