That is a tough one, I know the company people say get them in the office !! Not always easy to do, therefore we've tailored out follow-up program as I had outlined. We also include all current prospects in our most recent newsletter mailing list. Kind of gives them a taste of how our clients are treated. We try not to quote over the phone, only if it's a referral and we already have a copy of their current dec sheet. We put an emphasis on the fact that we have 8 or 10 quotes to go over with them from the comparative rater and would like to help them make an informed decision we also offer a $5 gas card for coming in to help justify their time investment.(rebating is a definite no-no, so this one should be discussed with your state ins dept.) Closing ratio on face to face meetings is over 70% inmy office, so that one is highly stressed.
Almost all substandard quotes are given over the phone, return on investment is so low on these we can't justify meeting with all of them in person.
Almost all substandard quotes are given over the phone, return on investment is so low on these we can't justify meeting with all of them in person.