The most important advice we can offer insurance agents is to ACT FAST! Once you get a lead, it's crucial that you make contact quickly.
- Because web leads are delivered quickly, prompt agents can speak with consumers while they're still sitting in front of their computers.
- A delayed response means a consumer may have gotten impatient and filled out other quote request forms, become busy with another task, or already begun speaking with another agent.
- According to a popular lead management system, leads convert 22 times more often when contacted within 5 minutes and 78% of prospects convert with the company that contacted them first.
- Ask to receive leads via email AND text message. Many agents don't opt-in to text message notification of leads, but by doing so you'll gain the ability to make fast contact while away from your desk - at lunch, in meetings, during off-hours, and while visiting other customers. Best of all, it's free!
- If you receive a lead when you aren't able to provide a quote, send an email or place a quick call to introduce yourself in a timely manner and request a mutually-beneficial time to speak further. The consumer will associate you with prompt customer service and will be less likely to make a purchase until they have received all of their options.
- Have the ability to email from your cell phone? Perfect - keep an introductory email draft on your phone for quick customer acknowledgement while you're on the go. Here's an example email to use when you want to make initial contact but don't have time for a full conversation:
Thank you for your online quote request for [type] insurance. I appreciate the opportunity to find a policy that's right for you. I will be in touch shortly to discuss your insurance needs.
Contact Phone Number
- Use technology to automatically respond for you! Even the most diligent agent can't be everywhere at all times. We share more information about using technology to make first contact in Tip #5: Taking It to the Next Level with Technology.
What do you think about this tip? Do you have one to add? Email your comments and suggestions to: firstname.lastname@example.org