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- #41
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Final Expense Telesales Tip:
Keep the process as personal as possible.
After the sale, write a thank you note to your client on a postcard with a picture of you and your family on it. (This can be made and bought at Vista Print relatively cheap.)
Send out a "Welcome Packet" immediately. This should have information about you, the company, and the plan they signed up for. "Value Added" items are nice too, like a "Preplanning Guide" and a discount drug card.
10 days after the sale, call and check up on the client and make sure they've received their policy. Have them open up to the cover page of the contract and show them that it's a whole life policy with the death benefit they chose.
Take good notes during all sales and service calls. Find reasons to call your clients. Veterans Day is a day that nobody calls our veterans and thanks them, you should do that. Call after major surgeries, or big family outings.
Always remember, people don't recall what you say, they remember how you made them feel.
Keep the process as personal as possible.
After the sale, write a thank you note to your client on a postcard with a picture of you and your family on it. (This can be made and bought at Vista Print relatively cheap.)
Send out a "Welcome Packet" immediately. This should have information about you, the company, and the plan they signed up for. "Value Added" items are nice too, like a "Preplanning Guide" and a discount drug card.
10 days after the sale, call and check up on the client and make sure they've received their policy. Have them open up to the cover page of the contract and show them that it's a whole life policy with the death benefit they chose.
Take good notes during all sales and service calls. Find reasons to call your clients. Veterans Day is a day that nobody calls our veterans and thanks them, you should do that. Call after major surgeries, or big family outings.
Always remember, people don't recall what you say, they remember how you made them feel.
