Insurance Closing Tip

by anonymous
(SC)

Closing Tip: Explain your product, downplay term, and then comes the trick. Flip out a pitch pad with three face amounts and premiums. As you hand them this, ask which one would fit their budget best, not which one they want to buy. Remain silent until they tell you, usually it will be the cheapest so set it at what you want to sell at that appointment. They will say "I think right now I can only handle Plan C (Bronze, whatever terminology is on the pad)." At that point, the policy is closed. Ask them first who they would like their beneficiary to be, they will tell you. Bingo - the App is inked.

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Mar 01, 2010
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starstarstarstarstar 		excellent idea
by: Anonymous

yes, sometimes an agent has to be smart.

clients often are willing to pay more on cellphones, cable TV...but not willing to buy the right amount required for them. the best option is to 1st analyse there need and then provide 3 options ith lowest being the amount right for them! I'll try this one out
Sep 26, 2009
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starstar 		for the ones who care
by: Anonymous

you need to genuinely believe in what you are selling to these families you are seeing.. giving them three options with the intent of having them choose the lower one which you set for them also has a tendency to put them in frame of mind to think price vs value and purpose for protection.. they see price vs picture of families protection.. create the need and give them two options keep it simple. one to retreat to if finances are genuinely a concern over families protection and the other the right one that you know is right for them if they've been paying attention to importance of having the right amount.. tell them that its all about how much they want to do for there family in whom are priceless. but which one makes the best sense to them currently.
Sep 15, 2009
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starstarstarstarstar 		Excellent Closing Tip
by: Anonymous

Excellent idea.....thanks.

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