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9 Useful Outbound Calling Tips for Insurance Agents

9 Useful Outbound Calling Tips for Insurance Agents

by Archie Heinl | Jul 28, 2021 | Insurance Sales Tips

Strategizing how to sell insurance is a big part of the close. Here are some outbound calling tips to help you achieve your goals. A solid outbound calling strategy is crucial for closing insurance sales. If you’ve been in the business any time, you know that simply...
Roberts Allstate Agency Increases Opportunities by 300% with Call Logic

Roberts Allstate Agency Increases Opportunities by 300% with Call Logic

by Mark Moss | Jul 15, 2021 | Cold Calling Tips, Customer Success Story, Insurance Sales Tips

Executive Summary: The Roberts Allstate Agency employs two LSPs, and 40% of their time is spent on the phone. Outbound calling is a strategy that’s helping their agency get one step closer to achieve their goal of becoming a 5-million-dollar book of business. Call...
Lacey Life Insurance Solutions Meets Call Goals and Gains More Clients Using Call Logic

Lacey Life Insurance Solutions Meets Call Goals and Gains More Clients Using Call Logic

by Mark Moss | Mar 17, 2021 | Customer Success Story, Insurance Sales Tips, Phone Sales Tips and Techniques, Telephone Sales Training Tips

Company Background: Founded by Chris Noto in 2020, Lacey Life Insurance Solutions LLC is an insurance agency located in New Jersey. The company offers life, long-term care, and disability insurance. Executive Summary: For just over a year, Chris Noto has been on his...
The Secret to Selling Life Insurance to Newly Married Couples

The Secret to Selling Life Insurance to Newly Married Couples

by Archie Heinl | Feb 19, 2020 | Insurance Sales Tips

Your competition doesn’t want you to know this secret to selling life insurance to newlyweds. (We’re spilling the beans anyway.) Ah! Those early days of marital bliss! The sun rises on the love of your life, and you can’t imagine a world without...
5 Life Insurance Sales Techniques That Appeal to Indecisive Clients

5 Life Insurance Sales Techniques That Appeal to Indecisive Clients

by Archie Heinl | Feb 5, 2020 | Insurance Sales Tips

These life insurance sales techniques are just the thing to sway any of your clients who may be sitting on the fence There are some clients we all love. They contact you, tell you they want a life insurance policy, ask for your advice, and sign on the dotted line....
10 Life Insurance Sales Script Tips Agents Can’t Live Without

10 Life Insurance Sales Script Tips Agents Can’t Live Without

by Archie Heinl | Jan 8, 2020 | Insurance Sales Tips

Find out how to write a life insurance sales script that will make you the most successful insurance agency around. We all have that thing we can’t live without. For some of us, it’s that first cup of coffee in the morning. For others, it’s a favorite tool or software...
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