Advice for new agent

Daniel Yim

New Member
1
What advice would you give someone new to this industry specific to networking and generating organic leads. I know friends and family is a starting point to quote someone who may be more willing to be patient with one's mistakes. Thinking long term is there anything in particular you would recommend. I'm already looking into BNI and other forms of networking groups that I've found on facebook. Thank you all in advice.
 
What advice would you give someone new to this industry specific to networking and generating organic leads. I know friends and family is a starting point to quote someone who may be more willing to be patient with one's mistakes. Thinking long term is there anything in particular you would recommend. I'm already looking into BNI and other forms of networking groups that I've found on facebook. Thank you all in advice.
Go door to door and introduce yourself.
 
Today even with all the tech (Fb, social media etc. et.c) Feet on the street is still the best way to get started. You learn discipline, how to think quickly , how to WORK, and how to be flexible. Get out there and just do it. Tough it out and soon you will be rolling. BNI groups are not going to help at the beginning
 
Go door to door and introduce yourself.

That is excellent advise. Here are a few reasons this is so.

  1. It puts you into a meet your prospect mode. What does that look like for you?
  2. It pulls you out of your comfort zone. This profession is about moving people from their comfort zone, if you can't move you, you can't move them.
  3. Time to practice your approach and learn how to navigate prospect flak and return to your focus.
  4. Learn to "know" people, size them up. Who do you sale best to?
  5. Learn to build trust through your words, vocal inflections, facial inflections (important as much f2f as on the phone).
  6. How do you deal with rejection?
So much more to unpack here, but when I tell you that years of training are tied up in what @goillini52 mentioned, you can bank on it.
 
That is excellent advise. Here are a few reasons this is so.

  1. It puts you into a meet your prospect mode. What does that look like for you?
  2. It pulls you out of your comfort zone. This profession is about moving people from their comfort zone, if you can't move you, you can't move them.
  3. Time to practice your approach and learn how to navigate prospect flak and return to your focus.
  4. Learn to "know" people, size them up. Who do you sale best to?
  5. Learn to build trust through your words, vocal inflections, facial inflections (important as much f2f as on the phone).
  6. How do you deal with rejection?
So much more to unpack here, but when I tell you that years of training are tied up in what @goillini52 mentioned, you can bank on it.
I so totally agree. I love the conquest.
 
FB groups are cash cows for many agents...primarily for commercial lines/trucking imo.

BNI... I tested the waters and ultimately passed. I have no regrets.

I've heard very mixed reviews on BNI. Most successful BNI groups will already have a personal lines insurance agent. If they don't, ask when they last had one.

The reason I point this out is, there's a bajillion insurance agents out there, if a BNI chapter is turning a large volume of leads, why is the insurance seat not filled?

Ultimately, I think there's never been a better time to shake hands and kiss babies. So many agents have moved primarily to social media, they forget that its considerably easier to build a relationship in person.

Think in terms of referral partners, not single clients. You should of course seek out single 1 off clients, but always be thinking "who most frequently talks to my ideal client?"

Life agents?
Loan officers?
Realtors?
Hair dressers? (don't laugh, people complain about everything to their hair dresser -- if someone has a large increase in premium, they very well may tell the hair dresser!)
Lyft drivers?
CPA?

Your job is to become friends with as many people as possible, and let them know what you do.

Best of luck!
 
FB groups are cash cows for many agents...primarily for commercial lines/trucking imo.

BNI... I tested the waters and ultimately passed. I have no regrets.

I've heard very mixed reviews on BNI. Most successful BNI groups will already have a personal lines insurance agent. If they don't, ask when they last had one.

Best of luck!

I have not heard of FB Groups or that community in insurance. How does that work?
 
Hate to show my age and lack of modern terminology, but what the blazes is an "organic" lead.:unsure:

I would guess that it is one that comes to you with out approach and through direct request/contact? My IMO has its own leads division that brings in warm "organic" leads only for us, so we dont partake in outside lead co's.
 
Back
Top