zwcoop
Expert
- 39
This is a new strategy that I am going to try an implement starting today (or whenever my web leads start flowing). Before going independent, I worked for Bankers Life and was only able to sell Colonial Penn med supps. In my state, Colonial Penn's supps are some of the most expensive not to mention that no one in the community even knows Colonial Penn offers medicare supplements. So, I always felt like I was selling uphill. Their process is to set appointments over the phone but run them at the prospects house.
Some people really enjoy the local agent approach but it is also very time consuming. My thought is that if I can sell medicare products and term plus fe life over the phone and allocate two days a week to run financial or more involved planning appointments in the field.
I feel like there are a lot of people out there, especially those that have been on Medicare for a few years, that don't want to deal with someone coming over. They already know how Medicare works and just want to make sure they are getting the best deal with a reputable carrier. Now that I represent almost ALL carriers (except for Colonial Penn, I feel like I should be able to do this over the phone. I was thinking of targeting people who have been on Medicare for a couple of years and basically just ask if they are interested in saving money for the exact same plan. I realize this is not a revolutionary idea but I would be very interested in hearing peoples comments, experiences, and critiques of this approach.
Some people really enjoy the local agent approach but it is also very time consuming. My thought is that if I can sell medicare products and term plus fe life over the phone and allocate two days a week to run financial or more involved planning appointments in the field.
I feel like there are a lot of people out there, especially those that have been on Medicare for a few years, that don't want to deal with someone coming over. They already know how Medicare works and just want to make sure they are getting the best deal with a reputable carrier. Now that I represent almost ALL carriers (except for Colonial Penn, I feel like I should be able to do this over the phone. I was thinking of targeting people who have been on Medicare for a couple of years and basically just ask if they are interested in saving money for the exact same plan. I realize this is not a revolutionary idea but I would be very interested in hearing peoples comments, experiences, and critiques of this approach.