MakeSenseIns
New Member
What is your strategy on getting your current client, whom you currently have their homeowners, how do you get their car, other home, boat, etc.?
More Than 1 Policy
- Thread starter MakeSenseIns
- Start date
- 11,277
- 205
I REALLY like that approach. I've been trying to get in using a medium-length fact finder but I think I'll give this more stripped-down yet more encompassing approach a shot. I'm thinking it'll add 1 more appointment to the sales process but hopefully it'll uncover more potential business more quickly and less intrusively.
- 648
How is it working for you?
It looks like you and I are going after the same target market.
I sent an inquiry to the Financial Consulting Asso asking if they had a DVD or online option.
- 11,277
I'm not a P&C agent. However, being perceived as a problem solver and a consultant is the way to build a clientele, versus just selling a bunch of policies.
Remember that insurance is the solution to a problem, so help people identify their problems and determine the appropriate insurance solutions.
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I know you can order the IARFC Business owner consulting workshop package without attending the workshop.
Remember that insurance is the solution to a problem, so help people identify their problems and determine the appropriate insurance solutions.
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I know you can order the IARFC Business owner consulting workshop package without attending the workshop.
- 648
Tried to PM you, but the system would not let me? What do you think of VSA?
- 11,277
I turned my PMs off.
I like the VSA and I've subscribed for quite a number of years. This is my "anonymous" testimonial on the VSA site that I submitted a few years ago:
What I really like, is that nearly everything I need and want is available there. It's not "sexy" as more expensive systems, but it includes much more and is compliant for many companies.
The downside is the included "free" agent website. As websites continue to evolve... this one sucks. The newsletters are 'good enough'... but a more creative solution would be to write your own article and attach a concept page to it.
Oh, and I wouldn't use the Power Point presentations at ALL. They are way too complex and technical to be used with the public.
Anyway, subscribe for free for 30 days and check it out for yourself.
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There is another similar service that I may subscribe to later - Forefield Advisor. Their website, email newsletters, powerpoints, presentations... and everything seem to be better... but they focus more on the investment advisor, than the pure insurance agent. It's also $1,000/year or $99/month.
I like the VSA and I've subscribed for quite a number of years. This is my "anonymous" testimonial on the VSA site that I submitted a few years ago:
What I really like, is that nearly everything I need and want is available there. It's not "sexy" as more expensive systems, but it includes much more and is compliant for many companies.
The downside is the included "free" agent website. As websites continue to evolve... this one sucks. The newsletters are 'good enough'... but a more creative solution would be to write your own article and attach a concept page to it.
Oh, and I wouldn't use the Power Point presentations at ALL. They are way too complex and technical to be used with the public.
Anyway, subscribe for free for 30 days and check it out for yourself.
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There is another similar service that I may subscribe to later - Forefield Advisor. Their website, email newsletters, powerpoints, presentations... and everything seem to be better... but they focus more on the investment advisor, than the pure insurance agent. It's also $1,000/year or $99/month.
- 648
Thanks- I am going to test out the VSA first.
trevleffingwell
Expert
- 33
Ask, ask, ask! Simple as that.
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