D.Lowery
Expert
- 25
Hello everyone,
I am a new agent (Surprise) with Mutual of Omaha. I just recently finished up my pre-contract requirements and will be on a full Producer contract as soon as the paperwork is submitted...
I have had plenty of sales experience over the years which I feel gives me an edge only because of my people skills, other than that nothing else compares to the practice of insurance.
There is so much to learn with all the different types of products and regulations. I have been learning our products from the basic term policy to fixed annuities (No series license yet) Mutual has a really good Mentor/Agent Manager program to help me thru learning the products and Identifying the needs of the customers and in the field so I am very confident that I am in the right place. The one thing that I feel is lacking is How to get appointments. There is no "Book of business" handed to you.
I can request list of Orphans by zip code in our area and offer them an opportunity to review their policies with me. I would say that 1 out of 100 calls results in a review appointment of which I have been able to convert or add to their portfolio "Approx. 1 in 5 Appointments"
I have also invested in online lead sources such as: Insurance Quotes, Life leads Direct, precise leads, Hometown Quotes. I have been averaging 5 appts out of 40 leads closing 3 out of 5. That is 4 contracts from web leads and orphans and self-generated contracts from friends and family for a total of 9 contracts since I started on June 1 2015.
I need to get in front of a lot more prospects each week to build a successful practice.
I need Ideas and suggestions, I have been planting seeds in my community but I need a Fresh crop to harvest now. I am beginning to see that I cannot rely on web leads or orphans so I have been asking everyone whether friend family Barber etc. for business and referrals.
I am fortunate that I have a little money put aside to help me build my business but I don’t want to just throw it out there on some of these companies that talk a good story but don't deliver.
So please, I am asking for any constructive criticism, Ideas, resources that you have found that work, be honest, be brutal.
Thanks for your help.
Best of Success!
Dana Lowery
I am a new agent (Surprise) with Mutual of Omaha. I just recently finished up my pre-contract requirements and will be on a full Producer contract as soon as the paperwork is submitted...
I have had plenty of sales experience over the years which I feel gives me an edge only because of my people skills, other than that nothing else compares to the practice of insurance.
There is so much to learn with all the different types of products and regulations. I have been learning our products from the basic term policy to fixed annuities (No series license yet) Mutual has a really good Mentor/Agent Manager program to help me thru learning the products and Identifying the needs of the customers and in the field so I am very confident that I am in the right place. The one thing that I feel is lacking is How to get appointments. There is no "Book of business" handed to you.
I can request list of Orphans by zip code in our area and offer them an opportunity to review their policies with me. I would say that 1 out of 100 calls results in a review appointment of which I have been able to convert or add to their portfolio "Approx. 1 in 5 Appointments"
I have also invested in online lead sources such as: Insurance Quotes, Life leads Direct, precise leads, Hometown Quotes. I have been averaging 5 appts out of 40 leads closing 3 out of 5. That is 4 contracts from web leads and orphans and self-generated contracts from friends and family for a total of 9 contracts since I started on June 1 2015.
I need to get in front of a lot more prospects each week to build a successful practice.
I need Ideas and suggestions, I have been planting seeds in my community but I need a Fresh crop to harvest now. I am beginning to see that I cannot rely on web leads or orphans so I have been asking everyone whether friend family Barber etc. for business and referrals.
I am fortunate that I have a little money put aside to help me build my business but I don’t want to just throw it out there on some of these companies that talk a good story but don't deliver.
So please, I am asking for any constructive criticism, Ideas, resources that you have found that work, be honest, be brutal.
Thanks for your help.
Best of Success!
Dana Lowery
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