Its that time of year where we all get busy with renewals and new business. So, what’s your plan? Is it to just renew, or is it an opportunity to reconnect with your clientele? It is an opportunity to not only reconnect, but also an opportunity to increase your income. Once you are discussing renewal with your client, why not mention a plan enhancer and dental? Give them the opportunity to say yes. The Allstate Plan enhancer is such an easy sale and the Dental and Vision are as well. Many consumers assume that it is included.
What other opportunity might there be when you have them on the line? Referrals! Yes, as them for referrals, after all, they have friends and family members just like you. One way to approach this is by telling them that you need 2-3 emergency contacts for there file. Just in case something was to happen. Frankly, it works every time. Once you have the names you can introduce yourself as an agent and that you are their friend’s agent and have a conversation. Its all about planting seeds and marketing yourself.
There are many ways of doing this, whether its Field marketing, Email, Text, Phone and or mail drops. If you are unfamiliar with these techniques, we can help. Mike Meyers has lengthy experience in setting up events for field marketing and I I would suggest you reach out to him for ideas. Constant Contact is another source for email and Simple Texting is a great texting platform. Our Quotit CRM is excellent for managing your leads and quoting and applying for coverage and it also will let you schedule emails for Holidays, Anniversaries and Birthdays. The tools are available, but you must make the effort. You know the old saying? The harder you work, the luckier you get.
At the end of the day, it amounts to one very simple principle, Why Don’t You Ask?
Smart Cremation Director
(772) 546-2299 Ext. 110