Are you ready to take your insurance sales game to the next level? 💪 In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly Donahue-Piro dives deep into the art of role playing in insurance sales — a tool top-performing agents rely on to refine their skills, boost confidence, and consistently close more policies.
Before exploring how role playing fits into your agency’s sales process, let’s first understand what an insurance sales agent really is. An insurance sales agent is more than just a policy seller — they are trusted advisors who help clients protect what matters most. From understanding client needs and explaining coverage options to presenting quotes and closing sales, agents play a key role in driving both revenue and client satisfaction.
While many agents shy away from role playing 😅, Kelly explains why this practice is essential for professional growth. Practicing with your team allows you to make mistakes in a safe environment instead of during a live sales conversation. Over time, this method helps agents refine their communication, improve objection handling, and build stronger relationships with clients. 🏆
✨ In this episode, you’ll learn:
🔹How to politely disqualify leads to save valuable time and energy
🔹Ways to build rapport with customers who have “insurance PTSD”
🔹The “Four-Score” approach to quoting multiple policies per client
🔹Tips for gathering underwriting details naturally and conversationally
🔹How to present quotes effectively from start to finish
🔹Proven strategies for asking for the business and handling objections with confidence
💡 Kelly reminds agents that it’s far better to practice with your team than to lose a potential client by being unprepared. Listening to others role play also enhances auditory learning, helping agents adopt new phrasing and techniques.
🔥 Related Reading: How Insurance Sales Training Courses Can Transform Your Agency’s Success
🎉 Get Your FREE Top Objection Killers: Download Here
🚀 Ready to Grow? Book a Meeting with Agency Performance Partners for customized strategies that drive measurable results.
🤝 About Agency Performance Partners
APP is your insurance agency’s best friend — offering honest feedback, data-driven training, and strategic coaching that help agencies grow with hugs, high-fives, and a touch of tough love. Learn more at AgencyPerformancePartners.com.
