- 11,280
Aren't those considered leads?
New to EFES, Question About Leads
- Thread starter jwill13
- Start date
Aren't those considered leads?
- 19,673
I'm sure they do. But, they are there asking the person they are meeting with from a lead card.
I have trouble believing that you don't get that.
As for myself, I get quite a bit of referral business, about 20 to 25% is what I estimate is referral business. Those referrals come from people I first met by a reply card. I have never once asked anyone for a referral.
- 1,011
+1
If you're getting consistant lead flow- I'd much rather work a fresh lead then trying to call a clients brother you asked as a referral- After each closing I leave 3 cards and tell my clients that if they know of any family member or relative that would be intrested in obtaining the same type of coverage please have them call me- I never call a name I got from a client- I tried it back in my old LN days and in fact lost a couple policies calling some children of a client- once they found out I wrote their parents they had them cancel it- Sometimes things are better left un told- Much better chance of closing knocking in between appts if your flow is weak that week
- 19,673
I do plant the seeds for referrals without asking for referrals. I will tell them somehting like, "there are agents out there that claim to get 4 or 5 referrals from home they go into to. I don't do that, I learned a long time ago that's a quick way to lose a friend, send me over there asking about their life ins. and telling them you told me to come over. First thing they will do is get on the phone and askl you, 'why did you send that guy over here?'. But, if I am your agent and I'm doing a good job for you when insurance comes up, as it almost always does, you will tell them, 'here, call my guy'. I do get a lot of those calls and they are the best kind of calls to get." They always nod their head and laugh about the quickest way to lose a friend because everybody has been there.
Later, before I leave, and only if I've done business with them, I will say, "remember I told you about those referrals? Do you have a favorite restaurant? I can't give you money for referrals, so I usually give people a gift certificate to their favorite restaurant". I write down what ever restaurant they tell me. If I get a referral from them I will send the gift certificate.
- - - - - - - - - - - - - - - - - -
Since the OP's manager has been in contact with him he hasn't responded anymore on the forum.
Maybe he would like to share the other side of the story?
Last edited:
Great advice!!! Love the gift cert idea for a restaurant.
- 19,673
I'm still waiting for the OP to come back with the rest of the story. There is another guy bashing EFES in this thread that is splashing water on both sides of the boat that needs to come clean as well.
- Thread starter
- #67
That be you jwill13; OP = original poster, the person that started the thread.
- 397
EFES used to code the reply cards with an agent code that would have a part of your name in it. They probably still do. If they all have a similar code with part of your name (something like the first 4 letters of your last name), then you can be sure they are fresh leads.
- - - - - - - - - - - - - - - - - -
I love it when I get someone that already has insurance. Most of the time they can be replaced. When they say they already have insurance, say "That's great, how much do you have, and is it term or whole?" They usually know how much, but not what kind. We end up looking at the policy when they bring it out. 4 out of 5 times I can do better for them and we replace it.
For the "Just wanted to hear about the gubment benefits", thats where you stick to your script. Some will buy, some won't.
- - - - - - - - - - - - - - - - - -
Original Poster, AKA Thread Starter
Last edited:
- 19,673
EFES used to code the reply cards with an agent code that would have a part of your name in it. They probably still do. If they all have a similar code with part of your name (something like the first 4 letters of your last name), then you can be sure they are fresh leads.
- - - - - - - - - - - - - - - - - -
I love it when I get someone that already has insurance. Most of the time they can be replaced. When they say they already have insurance, say "That's great, how much do you have, and is it term or whole?" They usually know how much, but not what kind. We end up looking at the policy when they bring it out. 4 out of 5 times I can do better for them and we replace it.
For the "Just wanted to hear about the gubment benefits", thats where you stick to your script. Some will buy, some won't.
- - - - - - - - - - - - - - - - - -
Original Poster, AKA Thread Starter
EFES still codes the lead so you know if it was mailed for you. That's also why it's impossible for them to resell your leads as long as you are active. Who could they re-sell them to? You? You have a protected area and your code is on the lead. People that claim that EFES resells your leads don't know what they are talking about. Now, if you leave EFES of course they will make your old leads available to the next agent.
As for the comment on liking for people to already have insurance; I agree with this. In speaking with the OP's manager the other day he told that one of his complaints was that everybody he called already had life insurance. Damn!!! I wish I could get some of those leads.
I wish everybody I talk to already had life insurance. That tells me that they believe in life insurance and are life insurance buyers and that they most likely have a bank account. I wrote one Tues. where the guy had just taken out a CL on Feb. 6. Those are a little more trouble just to help them get their money back, but worth the time.
Last edited:
Similar threads
