FFL VIRTUAL SALES TRAINING
WATCH THESE HOW TO VIDEOS
SELLING INSURANCE VIA ZOOM
The complete phone script and
presentation for online Zoom sales.
SELLING INSURANCE VIA ZOOM
Things to consider when selling insurance via Zoom, as opposed to face-to-face.
SELLING INSURANCE
VIA TELESALES
The secrets to successfully selling
SELLING INSURANCE
VIA TELESALES
The complete phone script and sales presentation for Telesales.
IN-HOME AND VIRTUAL HYBRID METHOD
SELLING INSURANCE VIA HYBRID METHOD
The structure to selling insurance when running both in the field and virtually.
GET SETUP FOR VIRTUAL SUCCESS
LET’S GET STARTED…
1. Create Your PhoneBurner Account: HERE
- A Power Dialing Software
2. Create Your Calendly Account: HERE
- An Appointment Scheduling Software
3. Create Your Zoom Account: HERE
- A Video Conferencing Software
4.Create Your Insurance Tool Kit: HERE
- Fast Quoting Tool Based On FFL Carriers
- Use Code "FFL15" For 15% Off Your Subscription
- Watch The Demo Video: HERE
WATCH PHONEBURNER OVERVIEW
THE NEXT STEP... BUY LEADS
You Will Need 2x As Many Leads When Selling Virtual vs. Selling In-Home
Simple Lead Strategy: Buy 100 Instant Internet Leads From The FFL CRM, Dial Them With PhoneBurner, and Present Virtually With Zoom or Over The Phone
Instant Internet Leads
$11.00 / Lead
Works Great With PhoneBurner
Build A Personal Lead Funnel For Direct Set Appointments And Bookings
PHONE SCRIPTS FOR VIRTUAL SALES
DIAL DAY CHECKLIST
BE PREPARED FOR YOUR DIALS…
1. CALL AT PRIME TIMES - IF YOU CALL WHEN PEOPLE ARE TYPICALLY HOME (8 AM - 10 AM & 4 PM - 10 PM) YOU CAN BOOK MORE IMMEDIATE APPOINTMENTS OR SAME-DAY APPOINTMENTS.
2. SET IMMEDIATE APPTS - AVERAGE SHOW RATIOS FOR IMMEDIATE APPTS = 100%, SAME DAY APPTS - 60%, NEXT DAY APPT - 30%, TWO DAYS OR LATER - LESS THAN 7%.
3. USE A CALENDLY ACCOUNT - ORGANIZE YOUR APPOINTMENT SCHEDULE AND SEND YOUR CLIENTS TEXT REMINDERS 6 HOURS BEFORE, 1 HOUR BEFORE, AND 5 MINUTES BEFORE SCHEDULED APPOINTMENT TIME.
Download these scripts, study them, practice them, and stick to them to successfully set your virtual appointments.
THE SECRET: Control, Control, Control
FOR ZOOM SALES
FOR TELESALES
VIRTUAL SALES PRESENTATIONS
PRESENTATION CHECKLIST
BE PREPARED FOR YOUR APPOINTMENTS…
1. SEND CLIENT A TEXT REMINDER - SEND YOUR CLIENT A REMINDER TEXT WITH YOUR NAME, A PICTURE OF YOUR INSURANCE LICENSE OR BADGE, AND THE APPOINTMENT TIME.
2. HAVE THE PRESENTATION READY - HAVE YOUR ZOOM ACCOUNT, YOUR INSURANCE TOOL KIT, AND YOUR POWERPOINT PULLED UP AND READY TO PRESENT.
3. IMMEDIATELY SET THE TABLE - TAKE CONTROL FROM THE BEGINNING BY DEMANDING THAT THE CLIENT HAS THEIR TV OFF AND THEIR CAMERA ON DURING THE DURATION OF THE APPOINTMENT.
4. MAINTAIN CLIENT ENGAGEMENT - KEEP YOUR CLIENT FOCUSED ON THE PRESENTATION BY ASKING A LOT OF QUESTIONS. THE GOAL IS TO HAVE THEM TALKING MORE THAN YOU.
5. USE ONLY A COMPUTER OR TABLET - A PHONE SCREEN IS NOT LARGE ENOUGH FOR THEM TO SEE EVERYTHING YOU WILL BE SHOWING THEM. PLUS, IT ELIMINATES ANY ADDED DISTRACTIONS.
Download these presentations and resources to add credibility and validity to your virtual sales presentation.
KEY POINT: More Reminders and Increased Professionalism Decreases No-Shows
FOR ZOOM SALES
FOR TELESALES
BEST PRODUCTS FOR VIRTUAL SALES
These products offer the simplest application and signature process for clients.
FOR TERM
45 OR YOUNGER:
AMERICO CBO 100
- Most Benefits, Higher Premium, Instant Decision, No Admin Work Needed -
45 OR OLDER:
JOHN HANCOCK
- Instant Approval, No Signature Required, No Admin Work Needed -
FOR WHOLE LIFE
FINAL EXPENSE:
AETNA
- Fast E-App, Instant Decision,
No Admin Work Needed -
MORTGAGE PROTECTION:
AMERICAN AMICABLE
- Fast E-App, Comprehensive,
Easy For The Client -
BONUS ADD ON
OFFER TO EVERYONE AS AN ADD ON:
MUTUAL OF OMAHA
ACD $500,000
- Quick Application, One Signature, Affordable -
REMEMBER: When Value Exceeds Price, People Buy
