Each lead an insurance agent or broker gets is a new beginning. When you think about it, you’re potentially starting a business relationship with someone new, meaning you will be getting to know someone. If it works well, this person could tell friends and family about your services, prompting more clients to fill out your appointment book. And as exciting as this can be, it can be a little nerve-wracking.
This is because even though you could gain a new client, you have some questions that you’ll have to clear.
This process can be similar to an interview because that’s almost exactly what it is. So, it’s essential to go in with an open mind and be prepared for the questions your lead will ask you, regardless of their nature.
This article will discuss the questions you can expect from a lead. As well as the questions you should ask to increase the lead’s likelihood of utilizing your services.
You will often meet leads who want to get to know you as an agent before they begin asking technical questions about insurance. Here are some examples of what those may look like.
Although some leads will want to know who you are as an insurance agent, that may not always be true. Some leads will be more direct and want to jump right into business-related questions. Here are some examples of what those may look like:
When a lead wants to know the basics about your business, it’s best to let your work experience do the talking. They will want to hear success stories and how they can benefit from your successful work career. If it’s a more technical question, they will wish to have clear, concise answers that will help them compare you to other insurance companies they’ve talked with.
Once you have answered some of your leads’ questions, you will want to ask your own questions. This is because you are getting to know this person just as much as they are getting to know you.
Just like this is an opportunity for your leads to get to know you, this is an opportunity for you to get to know your leads, and you can tailor this experience however you would like. Take this opportunity to get to know the leads. Are they married, have kids, and what do they do for work? This will establish a personal connection to help your lead remember you, even if a sale isn’t made now.
Asking and answering questions will also help you demonstrate what your strengths and weaknesses within the industry are, which is a crucial way to show how you can rise above any of your competitors.
But just as you need to ask a lead questions, it’s equally necessary for a lead to ask you questions. Leads know just as much about you as you know about them, so they also reserve the right to ask questions to ensure they make the right financial and business move. Additionally, leads have more than just themselves to consider. Every “lead” is a person first and foremost, and this person has a family or business they have to care for, so choosing an insurance agent is not a responsibility that this lead should be expected to take lightly.
Every insurance agent is used to being asked questions by leads. But if you’re new to the profession, you should prepare for this. Leads will ask about anything related to insurance, and they won’t hold back. Ultimately, this is a good thing because it will challenge you to better understand the policies you’re selling.
However, if you don’t prepare yourself, you will hesitate, making all leads/potential clients nervous and less willing to work with you. Although we covered the types of questions you can expect in-depth, don’t forget to do more research about the other kinds of questions you can expect to be asked.
Visit Lead Concepts’ blogs and website for more help on how you can maximize lead generation efforts.
In today’s dynamic business landscape, the insurance industry is no exception to constant change. Staying ahead in such an environment requires a strategic and adaptable approach to marketing. Neishloss & Fleming has been in the insurance industry for over 40…
In 2024, the effectiveness of ACA marketing holds unprecedented significance. The healthcare landscape is undergoing rapid transformations, demanding a strategic and proactive approach from insurance professionals. A nuanced understanding of emerging trends is crucial to thrive in this dynamic environment….
In the realm of marketing, ethics and sensitivity are paramount. Regarding marketing practices within the funeral home industry, the need for ethical practices is even more critical. Funeral homes support sad families needing trust and respect for success. Lead Concepts…
800.283.0187
info@leadconcepts.com