Getting the Most out of Your InsureMe Experience
Here at InsureMe, we maintain a deep commitment to the success of our insurance professionals. To help you make the most out of your InsureMe experience, we've compiled some tips for continued success with the InsureMe company!
Contacting the Lead
Contacting the lead as soon as you receive it is essential to earning the sale—the agent who first contacts the lead has the best chance of converting the prospect into a new client.
Most experienced agents have found it useful to contact the lead via phone, and, depending on whether they reach the lead, follow up with an email.
Exhausting all contact methods tactfully is the best way to get in touch with your leads. And, due to the expansiveness of InsureMe's referral forms, you'll have all the information you need to provide your lead with an accurate quote—giving you the edge against your competitors.
For more on how to work your leads, read our article: How Great Agents Work Insurance Leads.
Filters
The InsureMe service allows its agents to choose from a large range of filters to help you target only the prospects you can write.
To determine which filters are best for you, it's important to have a firm handle on the underwriting guidelines within your agency. Once you know what you can and cannot write, you can enable filters such as restrictions on home leads with a high frequency of claims or health leads from consumers who smoke.
Making good use of filters can have a substantial impact on the quality of leads you receive and increase the amount of serious, qualified prospects interested in your services, thus increasing your client base.
To learn more about filters, check out: All about Filters.
Cross-Selling
If you have the capabilities to cross-sell into other lines of insurance, this can dramatically increase the number of qualified leads you receive and the number of prospects you turn into clients.
In addition to receiving multiple lead types, many agents have benefited from receiving an auto lead—and turning the lead into an auto, home and life insurance sale-bundling the lead's coverage and saving the prospect money. Quite simply, the more goods and services you can offer prospects, the better your chances of selling every lead you receive.
For more about cross-selling, check out our article: Expanding Your Horizons: Cross-selling Successfully.
Customer Service
Paired with great skills in sales, employing good customer service will help you to make a solid impression on your prospects. Providing them with a quote at the time of contact and any other promotional or informational materials will help you distinguish yourself from other agents—increasing the chances that the lead will choose to buy a policy from you!
Stay on top of your customer service game by:
- Remembering to put the prospect's needs in front of your own
- Over-delivering—it will surprise and delight your prospects
- Providing prospects with consistent service and care—even after the sale is made
- Operating with honesty and integrity
Essentially, customer service is the cornerstone of sales success. It can build consumer loyalty and increase brand recognition—both of which are essential to the success of your agency.
For more on customer service and its benefits, read our article: Superior Customer Service: The Key That Unlocks the Door to Client Retention
Here's to Continued Success!
Here at InsureMe, we have a deep appreciation for our agents and we remain committed to your continued success! To help us serve you better, our Customer Relations Managers are available to both answer your questions and cheer you on in your sales endeavors. Contact us any time at (800) InsureMe!
This information was provided by InsureMe, the leader in online insurance leads for the insurance industry. Since 1993, InsureMe has helped thousands of insurance agents succeed in the insurance business by providing top quality leads that are both detailed and affordable. For more information on InsureMe leads, please visit our agent Web site at agent.insureme.com.
