Sales POP - Purveyors of Propserity
8 Smart Tips Agents can Do to Boost Their Life Insurance Sales
Blog / Entrepreneurs / Dec 10, 2020 / Posted by Sales POP Guest Post / 2591

8 Smart Tips Agents can Do to Boost Their Life Insurance Sales


Selling insurance can be challenging, and that’s true, whether you’re a new, inexperienced insurance agent or already a known professional in your field.

That’s because people think insurance could cost a fortune, and it isn’t something that people often get to feel, hold, or even touch.

Getting a sale is always a big challenge for insurance agents, but hopefully, the sales tips that we’ll present in this article can help!

To increase your commission, here are some easy to implement information that you ought to know. Here are the excellent insurance sales tips that agents want to take to boost their life insurance sales:

Listen Attentively

When you’re pitching a life insurance policy, it’s often easy to get carried away and mumble on.

It can cause you to miss out on vital information about the customer. In some cases, this can even come across as too sales-like.

That’s why you must learn how to listen attentively. By doing so, you’ll need to pause before replying, ask for clarifications, if there are any, and then feed it back.

Listening is one of the best ways to ensure that the customer understands and that they’re getting the exact product or service that will cater to their specific needs.

You’re In Sales, So Don’t Forget That

Since you’re a sales professional, your job is to look for the product that fits your customer’s needs. Getting an insurance sale isn’t a one-time deal.

Selling insurance is all about committing yourself to start a lifelong relationship with your clients.

If you’re relatively new to sales, then it’s vital that you observe how the top salespeople do it. How do they present themselves? What are they saying, and what are the things that they don’t say? What are their success stories and fallbacks, and how can you learn from them?

It helps you learn from the experts, figure out what works best for your selling style, and what sets you apart from the rest of the competition.

Keep Emails Brief and Clear

There’s a lot of data to back up that the ideal length of a sales email is around 50 to 125 words.

Long, drawn-out messages can be a waste of time, not just for you but for your prospects as well.

So, unless you’re there to provide them with high-value resources, or give answers to direct questions, then it’s ideal for keeping all your sales-related messages short but sweet.

Start Referral Rewards Program

If you haven’t started a referral rewards program yet, then now is the perfect way to start. Referral Rewards Programs are often a go-to strategy that agents tap to boost their sales, you can check insurance and estates¬†for more information regarding this program.

There are several key steps to set this up:

  • Come up with a list of your goals.
  • Select customer referral sources.
  • Start an action plan on how you can reach out to your prospects.
  • Pick referral incentives.
  • Offer valuable free resources for your clients to share with their potential referrals.
  • Set up a tracking system so that you’ll know where these leads are coming from and how you can send them your way.
  • Don’t forget to thank the people who have referred you.

Have a Story

The most successful advisors usually have relatable stories that help humanize the purchase process of life insurance.

Often, these stories don’t have to revolve around tragedy, either. After all, life insurance is all about leveraging on the benefits. Talking about liquidity in case of emergencies or supplementing a retirement income.

People will always be moved by emotion, such as parents who wanted to see their kids attend college or spouses who wanted to ease their partners’ financial burden.

Use Social Media

Selling insurance is a numbers game. The more prospects you’ll get, the more likely you’ll be able to secure sales.

With the advent of digital marketing and popular social media platforms like Facebook, you can tap into an inexpensive means of marketing your products and services to thousands of buyers in your area.

It would help if you also took advantage of the fact that most people own a mobile device these days, and a lot of people are logging frequently online throughout the day.

Step Up Your Customer Service Skills

When dealing with clients, they want nothing more than the best customer experience possible.

Excellent customer service is the one thing that will set you apart from the rest of the competition, especially if you’re in a highly competitive industry such as insurance.

The best insurance agents know that when their quotes are the lowest, their ability to make their customers feel valued and appreciated will be something that can earn the favor of their clients.

Establish a Cross-Selling System

Another smart way to enhance your sales is to cross-sell and upsell.

If you’re selling several policies, you’ll likely have another approach that your customer might need.

To ensure that you’re following up on the right time, ensure that you get on the X-dates on the specific policies they have with another company.

Save that follow update on your CRM about 4-6 weeks before their existing policy expires.

It allows you to know that you’re coming in at the perfect time when they’re thinking about that specific policy.

Be Prepared

If your inexperience makes you feel like an inadequate salesperson, you need to do something about it.

Work harder, and take time to learn more about your products. Have the answer to every possible question that a client might throw at you.

Educate yourself more by reading books about sales, listening to sales audiotapes, and attending seminars.

Go in front of a mirror, a colleague, or a friend to help you practice your sales scripts, rebuttals, and closes. It’s always best that you prepare for whatever life might throw your way!

Final Say

The insurance industry will always keep on changing. By using a mix of these new and old techniques, you’ll be able to close deals sooner while giving your customers precisely what they need.

Using these strategies, you’ll also provide the changing needs of your customers.

About Author

These are Sales POP! guest blog posts that we thought might be interesting and insightful for our readers. Please email with any questions.


Sales Process Automation
This website uses cookies. By continuing to use this website you are giving consent to cookies being used. For information on cookies and how you can disable them, visit our privacy and cookie policy.