Prospecting Tips for Insurance Agents: Follow Up Calls with Emails

You’ve just gotten off the phone with a prospect. The call went well because you came in with a plan, knew what you were going to talk about, stuck to a script, and acted like a trusted adviser.

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Making the Most Out of Open Enrollment

Open enrollment is the time of the year when buyers can sign up for health insurance. It’s different from special enrollment—which occurs when clients get married, have children, get divorced, lose insurance because they’re fired, or move to a different state, among other things. The open enrollment period for 2020 runs from Nov. 1 through Dec. 15, 2019, with plans sold during that time taking effect Jan. 1, 2020.

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How to Sell Health Insurance Over the Phone

 

Selling health insurance over the phone sounds easy enough, right? 

There are unique challenges in trying to sell anything over the phone, but insurance is a distinctly personal product that can impact the consumer’s life in profound ways. The right insurance coverage can affect the health and financial well-being of the consumer and their loved ones.

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