Calling Up Clients to Cross Sell

[HoosierLife]

Let's say you had 300 med sup/advantage clients. And you had just added final expense to your bag. What would you say, if you were to call them, to try to get them to set an appointment with you to try and sell them a FE policy?

 

[dandan]

I would say I am visiting my clients and will be in your area Tuesday and Wednesday, I would love to see you, which day works best for you?

 

[GingerNinja]

I would say I am visiting my clients and will be in your area Tuesday and Wednesday, I would love to see you, which day works best for you?

And that my friends is how you do it!

Simply, easy, and to the point.

 

[somarco]

If you have a newsletter you could mention it in that. Should keep you out of CMS jail with your MA clients.

I realize everyone has their own approach, but when an agent calls and says they are going to be in the area and would like to drop by I doubt it is just to chat over coffee. But if that floats your boat, go for it.