Over 150.000 insurance professionals and consumers come to the Insurance Forum every month. Click here to register for FREE


Go Back   Insurance Forums > Insurance Agents and Brokers Forum > Insurance Cold Calling Forum

Reply to D2D L/H/Annuities Tracker     
Old 05-14-2017, 01:34 PM   #21
Guru
Justin Bilyj on D2D L/H/Annuities Tracker
 
Join Date: Jan 2009
Posts:4,822
State: Justin Bilyj is an Insurance Agent from Ohio
Justin Bilyj is a member of 1000 posts VIP club
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker
Talk about cleaning up! And you packed your time slots for the next 18 days, very impressive. Not too mention you're working on Saturdays. What's your referral process to transition away from cold prospecting?
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Old 05-14-2017, 01:45 PM   #22
DHK
Guru
DHK on D2D L/H/Annuities Tracker
 
Join Date: Nov 2007
Posts:5,931
State: DHK is an Insurance Agent from California
DHK is a member of 5000 posts Super VIP club
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker
Actually, with those numbers, and if he's closing most of his appointments... what does he need referrals for?
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Old 05-14-2017, 03:07 PM   #23
Super Genius
 
Join Date: May 2017
Posts:58
State: Whirleybird is an Insurance Agent from
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker Whirleybird is the thread starter for: D2D L/H/Annuities Tracker

Referrals =drive time. And as far as asking for referrals on the spot, I ask which of their neighbors they think might benefit, and if they can give them a call before I head over since I'm in the neighborhood anyways. I also have a newsletter that I use to get them to give me referrals. All new clients can add ten to the newsletter. But I need their number to keep them on it. 10 or nothing as I have to keep my newsletter easy to track costs by multiplying it by a round number.

----------

I ask for referrals in every appointment, and I tell them exactly how I'll interact with them and toss in the magic questions and they agree every time.

"Would you agree that if you had been introduced to me by your best friend that we probably could have saved a decent amount of time figuring out if we were compatible?"

"Has your best friend or any of your family ever introduced you to their advisor?"

"If they had 5 years ago when the market was cheaper to get into, how much more money do you think you could have saved?"

In 5 years, how would you feel knowing you could have given the gift of my services and simply not moved forward on it?

Well I don't want you to shoulder that burden alone, and that's the best gift I have for my clients is knowing they don't have to keep me for themselves. With that being said, I have a newsletter I maintain, clients get 10 subscribers if they want to add people they care about.
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Old 05-15-2017, 11:06 PM   #24
Super Genius
 
Join Date: May 2017
Posts:58
State: Whirleybird is an Insurance Agent from
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker Whirleybird is the thread starter for: D2D L/H/Annuities Tracker

126 doors, 52 contacts, 22 leads, 3 appointments
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Old 05-16-2017, 11:58 AM   #25
Guru
Justin Bilyj on D2D L/H/Annuities Tracker
 
Join Date: Jan 2009
Posts:4,822
State: Justin Bilyj is an Insurance Agent from Ohio
Justin Bilyj is a member of 1000 posts VIP club
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker
Would you be willing to share your "Then I hand them a lead card and ask which of our services they have in place from their current advisor (usually 1 or 2 things get marked off out of 25 options) at which point I tell them I do holistic planning for risk mitigation and make sure they know the goal is to have all 25 taken care of before they run into a crisis that can affect their wealth"?

How far out are you booking these appointments?

Great job by the way!
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Old 05-16-2017, 12:08 PM   #26
Super Genius
 
Join Date: May 2017
Posts:58
State: Whirleybird is an Insurance Agent from
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker Whirleybird is the thread starter for: D2D L/H/Annuities Tracker

I book all of my appointments for the upcoming 15 day period. If they want further than that I tell them I'll swing by 2 weeks before then to get them on the calendar.

----------

Share the lead card?
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Old 05-17-2017, 11:04 PM   #27
Super Genius
 
Join Date: May 2017
Posts:58
State: Whirleybird is an Insurance Agent from
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker Whirleybird is the thread starter for: D2D L/H/Annuities Tracker

4 Life cases AP 2200 on 3 seen appointments , 63 leads, 6 appointmentsset and 135 doors knocked last 2 days
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Old 05-18-2017, 06:56 AM   #28
Guru
Justin Bilyj on D2D L/H/Annuities Tracker
 
Join Date: Jan 2009
Posts:4,822
State: Justin Bilyj is an Insurance Agent from Ohio
Justin Bilyj is a member of 1000 posts VIP club
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker
Uh oh, days are blurring, better get back on track!

My question above, I was just curious to see what you show them at the door, if you can't copy it, no worries...
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Old 05-18-2017, 06:42 PM   #29
Super Genius
 
Join Date: Mar 2010
Posts:105
State: AOKING is an Insurance Agent from Alabama
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker
This is a great thread whirleybird. Keep up the good work!
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Old 05-19-2017, 08:06 AM   #30
Super Genius
Rick Deckard on D2D L/H/Annuities Tracker
 
Join Date: Nov 2016
Posts:218
State: Rick Deckard is an Insurance Agent from
D2D L/H/Annuities Tracker Re: D2D L/H/Annuities Tracker
Very inspiring and humbling thread. Thank you for sharing your adventure with everyone.
------------------------------------
  Reply With Quote to D2D L/H/Annuities Tracker
Reply to D2D L/H/Annuities Tracker 

  Insurance Agent Forum > Insurance Forums > Insurance Agents and Brokers Forum > Insurance Cold Calling Forum




Similar Threads with D2D L/H/Annuities Tracker
Thread Thread Starter Forum Replies Last Post
Commission Renewal Tracker TDFnCali Senior Insurance Forum 10 04-07-2016 11:32 AM
Needing a Call Tracker Guest Insurance Cold Calling Forum 5 01-01-2013 04:47 PM
Triplog - GPS Mileage Tracker sshafran Technology and Hardware Forum 1 03-03-2012 10:12 AM
Commision Tracker for MA Plans? supersupps Technology and Hardware Forum 2 02-04-2012 08:14 AM
Coventry Application Tracker retread Senior Insurance Forum 20 01-03-2009 12:35 PM



All times are GMT -5. The time now is 06:06 PM.

Forum enabled with vBulletin®
Copyright ©2000 - 2017, vBulletin Solutions, Inc.


Join the Forum - It's FREE

Share This Page



Weekly Poll

Where do we go from here? POLL
Nothing - No ACA fixes - status quo
29.82 %
HHS Rulings and band aid bills
17.54 %
Hail Mary repeal and/or replace bill
17.54 %
A bipartisan bill to fix ACA
35.09 %

Voters: 57. This poll is closed