Assumption Closing

[LostDollar]

hat also applies to agents.... Think about it, if you want to run a comparison quote, what face amount do you use? Whenever agents asks for premiums on the forum, they invariably ask for the rates for $10K... Sometimes, I wonder if agents shortchange their client and themselves because they do not think in terms of larger face amounts?

It seems to me like I read an article once that said a meeting strategy for getting attendees there and on time was to set an odd time like 9:02 am for the start.

Would it be of use for an agent to present a both larger and odd amount, like $14,250?

 

[rousemark]

2 items to this point...

1. You need a way to remind yourself about those clients you should see again and that ties into good solid CRM with good client notes (new agents would do well to learn this early on, wish I had)

2. Simple ancillary products other than just life to position to (I prefer a cancer plan, low cost simple issue, universal as death itself)

Where were you guys when I started????

CRM? Talking about a box and a 3X5 card? ....

 

[rousemark]

It seems to me like I read an article once that said a meeting strategy for getting attendees there and on time was to set an odd time like 9:02 am for the start.

Would it be of use for an agent to present a both larger and odd amount, like $14,250?

Many agents do just that by choosing to quote premiums in even amounts, $40.00, $50.00, $60.00 etc.. Not sure but it seems I remember reading Tim Winders does it that way.

 

[Life Hawk]

It seems to me like I read an article once that said a meeting strategy for getting attendees there and on time was to set an odd time like 9:02 am for the start.

Would it be of use for an agent to present a both larger and odd amount, like $14,250?

Sounds like Colonial Penn face amounts.

CRM? Talking about a box and a 3X5 card? ....

Yeah started that way... I kept loosing my cards along with my mind.

 

[LostDollar]

CRM? Talking about a box and a 3X5 card? ....

It has begun to look to me like the modern insurance agent has a technology learning curve only slightly less than than of a corporate IT tech guy.

 

[Life Hawk]

It has begun to look to me like the modern insurance agent has a technology learning curve only slightly less than than of a corporate IT tech guy.

The only issue is I cannot sit down with my computer over a cup of coffee and discuss how we can help each other. I often just stare at it and pull out hair I am already in short supply of...

 

[shonceman]

The only issue is I cannot sit down with my computer over a cup of coffee and discuss how we can help each other. I often just stare at it and pull out hair I am already in short supply of...

What scares me is that computers are getting to the point where they actually could have a conversation. So, to keep myself from being too creeped out by that, I told Siri to call me "You Sexy Thing". That was still creepy. So I changed it to a female voice.

 

[goillini52]

CRM? Talking about a box and a 3X5 card? ....

That's what I still use. I've looked at those fancy smancy CRM's, but I can't figure them out.
I've been looking at one that you buy for around $450 that has a customizable insurance template. I think it's by ACT.

 

[goillini52]

What scares me is that computers are getting to the point where they actually could have a conversation. So, to keep myself from being too creeped out by that, I told Siri to call me "You Sexy Thing". That was still creepy. So I changed it to a female voice.

Is Siri one of those blow up dolls like the ones Ben has in his Boom Boom Room?

 

[Todd King]

Is Siri one of those blow up dolls like the ones Ben has in his Boom Boom Room?

That wasn't a blow up doll you saw. That was a crack ho coming off a binge. She was a little deflated.