Final Expense Telesales Tips

[NSRH]

I've had 4 claims in the past 2 months. This is a great idea for reconnecting.



Are you using the CAM system for your cms?

What do you mean by CAM?

Since I don't know, I'm assuming not, lol.

 

[goillini52]

What do you mean by CAM?

Since I don't know, I'm assuming not, lol.

CamCard

 

[WinoBlues]

OK someone asked me how to finds clients to call outside of starting a the As in the *file cabinet.

We all get a call list every month. It is called a commission statement.

*File Cabinet. For you young techy agents. Those are those bank of metal cabinets in old guy's offices. They hold lots and lots of paper.

 

[theleadingagent]

Great idea.

Favorite telesales carriers: RNA, Prosperity and Trinity. SS billing + voice sign for all 3.

Favorite lead: Real-time telemarketed call back with verified checking, ages 50-79 and agrees to speak with an agent. Basically telemarketers calling on DNC scrubbed and TCPA verified data to call on (old FB leads or Journaya/Trusted Form verified) + scrubbed against TCPA Blacklist Alliance and inputting into a form to serve it up in a CRM immediately.

Tip:

You need proper training and sales systems to make telesales work. If you take your DM leads and try to sell them over the phone with your typical f2f presentation, you'll fail. If you buy internet leads and don't have proper sales training or sales systems, you'll fail.

My advice is either partner with a telesales-focused agency with an open release policy (hey, telesales isn't for everyone) or wait it out. Don't waste any time/money unless there's a proven system in place.

My mind has been scrambled the last couple days.

something was telling me I need a telesales system and going to buy my typical direct mail leads while using a new to me telesales system would not be as successful as I'd like to think.

i mean i think it could work but only for the leads who responded online or by phone. And as far as I know the lead vendor does not sort leads in that way.

the only direct mail leads I currently have that I feel telesales might work are the people who i initially called/didn't want f2f:but did want a quote

i also think that it may be better to start with fresh leads who are interested now despite the circumstances vs wasting too much time with aged leads

thanks so much for the info you all contribute to this thread.

 

[WinoBlues]

My mind has been scrambled the last couple days.

something was telling me I need a telesales system and going to buy my typical direct mail leads while using a new to me telesales system would not be as successful as I'd like to think.

i mean i think it could work but only for the leads who responded online or by phone. And as far as I know the lead vendor does not sort leads in that way.

the only direct mail leads I currently have that I feel telesales might work are the people who i initially called/didn't want f2f:but did want a quote

thanks so much for the info you all contribute to this thread.

Use your worked leads to practice. Cost you zero. What are they going to do, say no?

 

[theleadingagent]

Great idea.

Favorite telesales carriers: RNA, Prosperity and Trinity. SS billing + voice sign for all 3.

Favorite lead: Real-time telemarketed call back with verified checking, ages 50-79 and agrees to speak with an agent. Basically telemarketers calling on DNC scrubbed and TCPA verified data to call on (old FB leads or Journaya/Trusted Form verified) + scrubbed against TCPA Blacklist Alliance and inputting into a form to serve it up in a CRM immediately.

Tip:

You need proper training and sales systems to make telesales work. If you take your DM leads and try to sell them over the phone with your typical f2f presentation, you'll fail. If you buy internet leads and don't have proper sales training or sales systems, you'll fail.

My advice is either partner with a telesales-focused agency with an open release policy (hey, telesales isn't for everyone) or wait it out. Don't waste any time/money unless there's a proven system in place.

Do those carriers let agents contract with them directly or do they require agents to contract with them through their IMO

 

[theleadingagent]

Use your worked leads to practice. Cost you zero. What are they going to do, say no?

true!

my first attempt at final expense selling by phone (with an aged hard direct mail lead) was very rocky. But it did give me an idea of how to improve next time.

 

[Life Hawk]

bank of metal cabinets in old guy's offices.

There you go again... you keep referring to me as old. Starting to get a complex here....

Spent some time yesterday, less than an our reconnecting and set up 2 for appointments. Good advice @WinoBlues .

 

[WinoBlues]

Another existing client filer - recently pasted the contestable period.

"Hey Buela it Wino your Insurance guy. How are you and 'cepus doing? Yeah man, it is crazy out there right now. Hey, I have just been calling some of my clients to check up on them.

If I can I just want to give you a quick update on your policy and go over the contestable period you just passed.

Stuff......... More stuff...... Well that is the short version let me know if you need more info.

Oh, oh, before I forget. We show Daisy Mae as the primary beneficiary.......

 

[JRoot]

Do those carriers let agents contract with them directly or do they require agents to contract with them through their IMO

You have to go through your IMO -they will not contract you direct.