The Do’s and Don’ts of Selling Insurance
Protecting one’s company against financial loss in unexpected events is a top priority for every business owner, making insurance a must-have. To guarantee that consumers come to you when they need the coverage, you must sell to the right audience. Selling insurance leads include pitching the concept and services to prospective clients.
When you don’t know what you’re doing, selling insurance may be a scary endeavor since you’re selling them on your ideas, promises, and ability to be trusted. If you want to be a successful salesperson, you need to know the do’s and don’ts of the business of selling insurance.

The Do’s of Selling Insurance

The do’s below will help promote relationships with potential customers and nurture your prospects to increase your sales performance.

Be Prepared

People will have questions, and you’ll need to answer them to show you’re knowledgeable about what you are selling and can be trusted if you want to sell them on working with you. Practice your sales scripts in front of friends and family to gain confidence in your delivery and smooth out any kinks before you meet with potential clients.

Reference Your Experience

Successfully selling insurance requires keeping in mind that leads come from a wide variety of individuals, each of whom is a potential customer focused on our expertise. One way to win a consumer over is to brag about your extensive experience and a lengthy list of satisfied clients. Provide information about your company’s length of service in the industry to instill trust in your services and increase chances of purchase.

Create a Bond

Discuss topics in which the prospect and you have an interest. Building rapport makes it simple to talk about, making the individual more likely to come to you to get services. To increase the rate at which you close leads, you need to find out what you share in common with your potential customers before you can offer the services.

Contact Prospects with Permission

Most salespeople only bother to ask for permission after selling leads. Customers’ time is valuable, and you should treat it as such. You should get permission before sending your prospects emails, and those emails should provide a way to unsubscribe if they change their minds. Please send all the data needed in insurance selling and respect the response you obtain after the prospect gives you the OK to contact them. There are regulations to ensure that agents follow the rules while advertising online.

Be Professional

Being credible and trustworthy is facilitated by maintaining a professional demeanor while interacting with potential customers. Due to the industry’s growth, several agents are offering services to consumers. What you wear and how you speak both say something about your professionalism. Ensure that your prospective clients, supervisors, and colleagues take you seriously by dressing officially, which helps close deals faster.

The Don’ts of Selling Insurance

Don’t Solely Rely on the Phone to Sell

When marketing insurance, human connection is crucial. Potential clients must believe you are a legitimate agency they can work with when buying coverage. It is best to schedule face-to-face meetings with prospects whenever feasible to increase the likelihood of closing deals.

Don’t Use Jargon

Prospects will get the impression that you don’t care about their comprehension of the information you are giving if you use industry jargon. People will be less likely to put their faith in your services if you use jargon and appear to be trying to conceal anything.

Don’t Be Defensive

Adopting a defensive posture might give the impression that you have something to hide. It sends the message to potential customers that you need more confidence in the quality of the service you are offering. Customers will feel comfortable dealing with you if you answer their questions while selling insurance with confidence and clarity.


Hometown Quotes is here for you if you are an agent in need of immediate leads. Because we are professionals, we know how crucial it is to provide our clients with high-quality services.

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Emma Graham

Emma Graham is the Senior Digital Marketing Manager at Hometown Quotes. While one of the few team members who was not a former Insurance Agent, she does feel being someone who has had insurance for the past few decades gives her some credibility!


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