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Insurance Sales Questions – 4 Videos to Help You Close!

Posted on April 16, 2021 by Kelly Donahue Piro

View All 3 Minute Insurance Agent 2021 Videos For the Week

If you are an Insurance Agent 2021 stop and take a moment to watch these videos to help you become ridiculously amazing this year.

 

Insurance New Business Cross Selling Question

In order to be a Ridiculously Amazing agent, you need to master the art of new business cross selling.

We forget that this person can have a wide variety of different insurance challenges, this is just the one that they’re curious about today.

New business cross selling is critical to maximizing your insurance pipeline, but the thing is, you have a narrow window at the point of sale to really take advantage of it. That’s why we’re come up with four questions that every agent should ask at the point of sale. Our insurance new business cross selling question for today is: “Do you have any other policies with other agents?”

 

Insurance Sales Questions

When agents are first speaking with a new lead, there are some very specific insurance questions they should ask, in order to close more sales. Agents should ask: “Why are you shopping today?” If the lead says price, the follow-up question should be: “Other than price, what’s important to you in selecting your insurance sales agent?” And then the agent should be silent, while the lead responds.

Our goal is to be sales professionals first in insurance, versus quoting and then selling, that’s what makes us “used-car salesmen.”

 

Cross Sell Insurance New Business

When you’re at the point-of-sale with a prospective client, you have a window of opportunity to cross sell insurance, and get new business. But before you start quoting, we have some very specific questions for you to ask, to give you the highest chance of success.

At the end of the day, what we wanna be doing is showing people options, and when we can get them to engage in options, they can make a choice that’s best for their family.

Today’s question is: “Would you like me to find all of the discounts you qualify for?” Here’s why that question will help you be a Ridiculously Amazing Agent in 2021.

 

Insurance Sales Premium

When we’re in a new business transaction, we need to make sure we’re doing something that often gets overlooked. We need to find out what people were paying for their policy, and what their renewal came in at. Getting the insurance sales premium you need to match or beat should definitely be a part of your insurance sales process, because people tend to be stuck on that old number, which usually expires like Cinderella at midnight.

“When you go into pitching your proposal knowing that your rate is great, or that you’re close, or knowing that you’re too high, it helps you structure how you’re going to sell that policy.”

 

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