- 1,900
Just closing a sale might not be the hardest part of our job as insurance agents. An even tougher question might be: How do you keep new clients on the books for the first year, and beyond?
When we interviewed agents for our book, it was interesting to see the range of attitudes they had about handling lapses. The topic was an important chapter, and now we decided to dig even deeper into it with our latest blog post. We rounded up even more tips from the agents who collaborated on our book, to give you even more examples of how other agents button-up their sales to prevent lapses.
In this post, we talk about:
• The importance of delivering a policy or at least discussing it on the phone when the client gets the policy in the mail (if you sell over the phone)
• What kind of paperwork you should focus on after the sale
• What to say or do to button-up the sale and prevent a lead from getting buyer’s remorse
To keep the conversation going, I’m curious to hear: What’s your best tip for new agents to prevent lapses in the first year?
Learn How to Prevent Lapses Now!
When we interviewed agents for our book, it was interesting to see the range of attitudes they had about handling lapses. The topic was an important chapter, and now we decided to dig even deeper into it with our latest blog post. We rounded up even more tips from the agents who collaborated on our book, to give you even more examples of how other agents button-up their sales to prevent lapses.
In this post, we talk about:
• The importance of delivering a policy or at least discussing it on the phone when the client gets the policy in the mail (if you sell over the phone)
• What kind of paperwork you should focus on after the sale
• What to say or do to button-up the sale and prevent a lead from getting buyer’s remorse
To keep the conversation going, I’m curious to hear: What’s your best tip for new agents to prevent lapses in the first year?
Learn How to Prevent Lapses Now!