Agency Performance Partners


Posted on December 5, 2022 by Camille Maraguinot

Tips to Build Rapport in the Insurance Sales Process | STAND OUT for Once

Tips to Build Rapport in the Insurance Sales Process and stop sounding like everyone else when you answer the phone.

 It is about finding common ground to build rapport.

We have FOUR common questions we recommend to establish a rapport:

  • Why are they shopping?
  • Other than price, what’s important to them in selecting an agent
  • How did they hear about you? Web, referral, other? This will impact how you sell the lead.
  • Other than the policy you called about, what other policies do you currently have?

We always recommend that not only does this become part of the agency’s sales process but that these questions become part of the sales intake forms. 

We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way, just like a BFF.


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