Insurance Agent Tip #1: The Early Bird Gets The Commission
The most important advice we can offer Insurance agents is to ACT FAST! Once you get a lead, its crucial that you make contact immediately!
- Because most insurance leads are delivered in real-time, aggressive agents can speak with comsumers while they’re still sitting in front of their computers.
- We’re talking just a matter of minutes, not hours like in the past. 2 hours = way too long! A delayed response means a consumer may have gotten impatient and filled out other insurance quote forms, become busy with another task, or already begun speaking with another agent.
- According to popular lead managent system, leads convert 22 times more often when contacted within 5 minutes and 78% of prospects convert with the company that contacts them first.
- Ask to receive leads via e-mail and text message. Many insurance agents dont 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, its 100% free!
- If you receive a lead when you arent able to provide a quote send an e-mail or place a quick call to introduce youself 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 recieved all of their options.
- Have the ability to email from your cell phone? If so – Keep an introductory email draft on your phone for quick customer acknowledgement while your’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.
Dear (Name),
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.
Sincerely,
Agent Name
Agency Name
Contact Phone Number
Contact E-Mail
- 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.
Simply click on the following link to get more information about purchasing insurance leads.












