M
Mike_Golden1
Guest
I had an interesting experience yesterday that I think needs to be shared...
I had a 9AM appointment with a potential client for Health & Life insurance. He is a referral from another client (his boss, the owner of the company) and we had a good meeting and will get together next week to enroll he and his family for health insurance and start an app for $1.2M of term insurance.
I had also prepared a quote for another business owner about 1/2 mile away but had only spoken with her for a couple of minutes and didn't consider her interest really serious but decided to drop off the quote after my meeting, introduce myself, and leave it there in case she might be interested down the road.
Here's what happened after I stopped by, unannounced, at a very busy Hair Salon:
1. I showed her the three price options for her uninsured husband. She picked one (an Assurant HSA) and said enroll both of them (I had only thought her husband would be a candidate because she has other insurance). Monthly premium: $313.
2. She introduced me to one of her stylists who doesn't have insurance. He wants a low deductible, copay plan with nothing out of pocket (it's a tough plan to find) after the deducible. I'll go back and see him on Tuesday with a recommendation and probably enroll him.
3. She told her daughter, who also works there, to talk to me about her insurance (married, two kids, on a Blue Cross plan for $580 a month). She had just paid her February bill so we are going to get back together in a couple of weeks and see about a March effective date, but this is a sale.
4. She told her 23 year old son, who also works there, to get insurance. I quoted him $125 a month for a plan and he will do it when his sister enrolls.
On top of all that, she gave me a great haircut to boot...
I had dropped off another quote at a potential client on Thursday and, while I didn't get an instant enrollment, got a return call yesterday asking for an alternative quote (about $315 a month) and should do the enrollment next week as well.
So there is value in showing up as well as incredible value in telemarketing to business owners and getting exclusive leads with people who have a vested interest in making sure that they don't lose their homes and businesses in the event of a major illness.
I had a 9AM appointment with a potential client for Health & Life insurance. He is a referral from another client (his boss, the owner of the company) and we had a good meeting and will get together next week to enroll he and his family for health insurance and start an app for $1.2M of term insurance.
I had also prepared a quote for another business owner about 1/2 mile away but had only spoken with her for a couple of minutes and didn't consider her interest really serious but decided to drop off the quote after my meeting, introduce myself, and leave it there in case she might be interested down the road.
Here's what happened after I stopped by, unannounced, at a very busy Hair Salon:
1. I showed her the three price options for her uninsured husband. She picked one (an Assurant HSA) and said enroll both of them (I had only thought her husband would be a candidate because she has other insurance). Monthly premium: $313.
2. She introduced me to one of her stylists who doesn't have insurance. He wants a low deductible, copay plan with nothing out of pocket (it's a tough plan to find) after the deducible. I'll go back and see him on Tuesday with a recommendation and probably enroll him.
3. She told her daughter, who also works there, to talk to me about her insurance (married, two kids, on a Blue Cross plan for $580 a month). She had just paid her February bill so we are going to get back together in a couple of weeks and see about a March effective date, but this is a sale.
4. She told her 23 year old son, who also works there, to get insurance. I quoted him $125 a month for a plan and he will do it when his sister enrolls.
On top of all that, she gave me a great haircut to boot...
I had dropped off another quote at a potential client on Thursday and, while I didn't get an instant enrollment, got a return call yesterday asking for an alternative quote (about $315 a month) and should do the enrollment next week as well.
So there is value in showing up as well as incredible value in telemarketing to business owners and getting exclusive leads with people who have a vested interest in making sure that they don't lose their homes and businesses in the event of a major illness.
