How do you start a conversation selling insurance?

Asked by: Mr. Jairo Hintz  |  Last update: October 14, 2025
Score: 4.3/5 (13 votes)

Start with a compelling statement or question that grabs the prospect's attention and encourages them to continue the conversation. “Hello [Prospect's Name], did you know you could be overpaying for insurance coverage without even realizing it?”

How do you start a conversation when selling insurance?

Agent: Hello [Prospect Name], my name is [Agent Name] with [Company Name]. How are you doing today? Prospect: I'm doing well, thanks. Agent: I'm reaching out today to discuss how we can help protect your family's financial security with our life insurance solutions.

How do you introduce yourself when selling insurance?

  • 1. Start with a Warm Greeting ``Hi, I'm (Your Name).
  • 2. Establish Common Ground ``I noticed that you're interested in exploring insurance options, and I'd love to help you with that.''
  • 3. Share Your Purpose
  • 4. Ask Open-Ended Questions

How do I approach someone to sell insurance?

12 TIPS FOR A SUCCESSFUL LIFE INSURANCE SALES PRESENTATION
  1. GET TO KNOW YOUR CLIENT. ...
  2. PERSONALIZE YOUR PRESENTATION. ...
  3. TURN OBJECTIONS INTO SELLING OPPORTUNITIES. ...
  4. USE VISUALS. ...
  5. ASK YOUR CLIENT QUESTIONS. ...
  6. HELP THEM SOLVE A PROBLEM. ...
  7. INCLUDE COMPETITORS. ...
  8. CREATE A REPORT YOUR CLIENT CAN KEEP.

How to start an insurance presentation?

10 Tested insurance presentation tactics you can use today to improve sales
  1. Know Your Audience. Every client has unique needs when it comes to life insurance. ...
  2. Customize Your Presentation. ...
  3. Storytelling Technique. ...
  4. Utilize Visual Aids. ...
  5. Strong Opening. ...
  6. Explain Complex Concepts. ...
  7. Address Objections. ...
  8. Keep it Interactive.

Patrick Bet-David Gives Great Advice To New Insurance Agents!

20 related questions found

How do you sell insurance to customers?

11 Tips to Closing the Deal When Selling Insurance Over the Phone
  1. Listen actively and engage your prospects. ...
  2. Avoid industry jargon and slang. ...
  3. Be prepared for the call. ...
  4. Script your pitch. ...
  5. Establish yourself as an expert. ...
  6. Build rapport with your prospect. ...
  7. Show them you're listening. ...
  8. Don't give up.

What is introduction to insurance?

INTRODUCTION TO INSURANCE. Insurance is, thus, a financial tool specially created to reduce the financial impact of unforeseen events and to create financial security. Indeed, everyone who wants to protect himself against financial hardship should consider insurance.

What to say to sell life insurance?

Let them know how a life insurance policy will help them out in specific scenarios. It's okay to ask someone what she would do if her husband died and how she would support her family. Make your prospects really think about how his family would keep up their standard of living if he were to suffer a catastrophic event.

How do you approach a client when selling insurance?

How to approach people to buy life insurance? Research: Understand their potential needs. Be Conversational: Start with a friendly, non-sales-focused interaction. Build Trust: Establish rapport before transitioning into discussing insurance.

How to sell insurance without being pushy?

How can you be persistent without being pushy in insurance sales?
  1. Know your audience. Be the first to add your personal experience.
  2. Provide value. Be the first to add your personal experience.
  3. Respect their time. ...
  4. Listen and learn. ...
  5. Follow up and follow through. ...
  6. Here's what else to consider.

How to sell insurance over the phone?

The Top Tips For Selling Insurance Over the Phone
  1. Always Listen Carefully. ...
  2. Always Provide The Reason For the Call. ...
  3. Open the Call Professionally. ...
  4. Share your screen early in the conversation. ...
  5. Avoid Confusing Technical Jargon. ...
  6. Create a Script. ...
  7. Show Them You're Listening. ...
  8. Establish Yourself as an Expert Advisor.

How do you introduce yourself when selling?

4 good ways to introduce yourself
  1. State your purpose. Many people introduce themselves by stating their name and current job title, but you should also try to add information your new contact can't find on your business card. ...
  2. Consider your body language. ...
  3. Explain why you are valuable. ...
  4. Understand the culture.

What to talk about insurance?

Here is a quick guide to the topics that merit some proactive discussion—and who to have that conversation with:
  • Topic: What is-and isn't-covered. ...
  • Topic: Which possessions hold the most value. ...
  • Topic: Who to call when something happens. ...
  • Topic: Where the insurance information is. ...
  • Topic: The consequences of an insurance claim.

How to approach a person for insurance?

Find distinct factors your prospect will respond to, such as best value, high coverage, or payment convenience.
  1. Educate Consumers. Never underestimate or overestimate how much or how little prospects know about your products. ...
  2. Tell Relatable Stories. ...
  3. Discuss Costs in a Positive Light.

How do you talk to customers to sell a product?

Maintaining a consistent tone
  1. Think of tone on a spectrum. Take the examples above: “Anything else?” and “What else can I help you with?” ...
  2. Use positive language. ...
  3. Be brief but not brusque. ...
  4. Reply in a timely manner. ...
  5. Always use your customer's name. ...
  6. Talk their talk. ...
  7. Be careful with jokes. ...
  8. Create a support style guide.

How to sell insurance emotionally?

Emotions are personal, so if you want to appeal to emotions, you need to work on creating a personal connection. This requires listening to your prospects. Find out what matters to them – their hopes, their fears, their values – and personalize your pitch to fit them.

How do you explain insurance to customers?

Insurance helps to protect you and your family against unexpected financial costs and resulting debts or the risk of losing your assets. Insurance helps protect you from expensive lawsuits, injuries and damages, death, and even total losses of your car or home.

How to make an insurance presentation?

  1. 1 Know Your Audience. Understanding your audience is the cornerstone of a successful presentation. ...
  2. 2 Craft Your Story. Storytelling is a powerful tool to make your insurance presentation memorable. ...
  3. 3 Simplify Complexity. ...
  4. 4 Visual Engagement. ...
  5. 5 Practice Delivery. ...
  6. 6 Engage and Interact. ...
  7. 7 Here's what else to consider.

How do people sell insurance?

Insurance agents can set up shop in a variety of ways. Some may work for larger brokerage firms or agencies, selling the different policies they offer. They might also work for individual insurance carriers or be self-employed. It is more common for insurance agents to work on commission than to make a salary.

How to approach a client when selling insurance?

The Art of Persuasion: Strategies for Insurance Agents to...
  1. Understanding Client Needs.
  2. Educate, Don't Just Sell.
  3. Highlighting the Value.
  4. Leveraging Social Proof.
  5. Creating a Sense of Urgency.
  6. Personalization.
  7. Building Trust.
  8. Conclusion.

How to introduce yourself as a life insurance agent sample?

I am a life insurance agent who is passionate about helping my clients protect their families' futures. With over 5 years of experience in the industry, I have the knowledge and expertise to guide my clients through the insurance buying process for their unique insurance needs.

Why is life insurance so hard to sell?

Why Is Life Insurance So Hard To Sell? It's hard to sell because it deals with the topic of death. That's something many people find difficult to consider or discuss. Furthermore, it's hard to keep trying to sell because agents find that they can't make enough money to support themselves.

What is insurance in one word answer?

Insurance is a means of protection from financial loss in which, in exchange for a fee, a party agrees to compensate another party in the event of a certain loss, damage, or injury. It is a form of risk management, primarily used to protect against the risk of a contingent or uncertain loss.

How do you introduce life insurance?

Life Insurance is a contract whereby the insurer, in consideration of a certain premium undertakes to pay a stipulated sum to the life assured or to the beneficiary upon the expiry of a fixed period or death of the person, whose life is insured. Insurance is one of the most important institutions of modern society.

What is the burden of risk in insurance?

The burden of risk refers to the costs, losses and disabilities one has to bear as a result of being exposed to a given loss situation/ event.