Tricks of the Trade for Insurance Agents

Hot Tips for Summer: Tricks of the Trade for Insurance Agents

Summertime is usually going to be slow when it comes to selling insurance. People have other things on their minds, and many aren’t even home for an agent to contact. We recommend the following three tactics to minimize “The Summer Slump” and get back to selling insurance with these tricks of the trade.

1. Buy Leads

During a time when sales are low, it doesn’t make sense to spend extra money going to different places trying to find leads. Buy them instead. Amid the hustle and bustle of all the vacations, some people do actually think about changing certain things about their finances, and that includes their insurance carriers. They seek two things: a better rate and better coverage. The idea is to cut a certain amount from the advertising budget, largely because people aren’t paying attention while they’re planning their trips, and to put those funds toward buying the actual leads that will help bolster sales. Of course, not every lead will pan out, but we can provide leads with a better-than-average chance of conversion. Call us to find out more.

2. Schedule Reviews

All people with insurance coverage of one sort or another should periodically review what they’ve got to see if it still fits their needs. Call all clients who are not on the “Do Not Call” list to see if they’re satisfied with their coverage. Be sure to reference a date that is significant to the client. For example, if the client is a father, then wish that person a happy Father’s Day if you call in June. If the client has a birthday, wedding anniversary, or other important date, then mention that on the call. It provides the client with a feeling of being noticed and appreciated, and that person feeling like “not just a number” is a good thing.

3. Early Appointments

Among the tricks of the trade when it comes to insurance sales, just calling people earlier in the day is an easy one. Calling them at work is infinitely preferable to calling them at home, and people tend to leave the office early when the weather is mild. Speaking of calls, give us one to see how we can help.

In the midst of the summertime slowdown for insurance sales, implementing strategic tactics is key to overcoming “The Summer Slump.” These tricks of the trade, from lead acquisition to personalized interactions and strategic timing, collectively empower insurance agents to not just weather the summer slowdown but transform it into an opportunity for meaningful client engagement and increased sales. For further insights and assistance, reach out to us – your partners in navigating the nuances of the insurance industry.

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