Originally Posted by NWBenefitProvider
If you are willing to write some individual health policies, you have a hot lead with the business owner you talked to. If he's not providing coverage, the employees are getting it on their own and you may as well offer to help them. Even though it's outside open enrollment, you could offer to come in and do a quick Q&A with the employees and likely get broker of record letters. Then you have a foot in the door for when they want a group plan. If they don't, then you go back at open enrollment and sign everyone up for their individual plans. More work, but if you are just getting started, it is a way to get some traction.
Good for you for just going for it. You will learn a lot by trial and error, but keep at it.
I think that moving forward i'm probably not going to focus on doing a lot of b2b
cold calling in regard to using the phone because it might burn some bridges. People just don't seem to be very receptive on the phone when you do get to the right person they seem a little pissed off right off the bat.
I am going to focus more on the in person route, i'm also joining some organizations like rotary/chamber of commerce and possibly a BNI group in order to meet some business owners. We are also going to start focusing on asking our existing clients for leads which is something we haven't really been doing.
You do bring up a good point regarding the individual health policies, at this point i'm really not in a position to be picky about any kind of client that I am licensed to sell any kind of policy to.