How do you start a conversation when selling insurance?

Asked by: Sterling O'Reilly  |  Last update: May 22, 2025
Score: 4.2/5 (14 votes)

Hook your prospect with a strong opening sentence: It should address the needs of customers and why do they need insurance. Address their pain points: Most insurance customers tend to have common questions, and these are usually their concerns. It may include the premium amount, coverage, and even claims.

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 to approach people 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 do I talk as an insurance agent?

Understanding Client Needs

Start by asking open-ended questions to get them talking about their expectations and fears regarding insurance. This approach not only provides valuable insights into their needs but also demonstrates empathy, building a rapport that is essential for persuasion.

What to say when selling life insurance?

Focus on the Client's Needs: Every client has unique needs and priorities. Tailor your pitch to address their needs and how your life insurance policy can meet them. This will make your pitch feel personal and relevant. Speak with Confidence: Confidence is contagious.

The Best Insurance Sales Systems: The 6 Questions vs the 5 Fundamentals [Similarities & Differences]

29 related questions found

How do you start a conversation selling insurance?

Make your intro to-the-point. Briefly introduce yourself, your company, and the reason for your call. Tell the benefits of your insurance policy to the customer and their peers who have bought your insurance policy.

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.

How to introduce life insurance to a client?

Tips for cross-selling life insurance to clients
  1. Engage your non-life licensed Customer Service Representatives. ...
  2. Bring up life insurance in every conversation. ...
  3. Discuss life insurance during a P&C (property & casualty insurance) sale. ...
  4. Follow up with new customers. ...
  5. Give customers a quick life insurance quote.

How do I talk to my agent?

Maintaining a Good Relationship with Your Agent
  1. Communicate, but don't annoy. So many friends of mine are terrified of talking to their agents. ...
  2. Keep Working and Learning. Get out and do some short films. ...
  3. Keep Your Materials in Check. ...
  4. Keep Them Involved. ...
  5. Be Available. ...
  6. See Them. ...
  7. Be Honest but Be Grateful.

How do I talk to an insurance agent?

Tips for Talking With the Other Side's Insurance Company
  1. Remain Calm and Polite. ...
  2. Identify the Person You Speak With. ...
  3. Give Only Limited Personal Information. ...
  4. Give No Details of the Accident. ...
  5. Give No Details of Your Injuries. ...
  6. Take Notes. ...
  7. Resist the Push to Settle Immediately. ...
  8. Set Limits on Conversations.

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 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 to sell life insurance easily?

Follow These Tips and Find Out How to Sell Life Insurance Successfully
  1. Know Your Product. As a life insurance agent, knowing your product inside out is critical. ...
  2. Personalize Your Pitch. ...
  3. Leverage Verified Leads. ...
  4. Build Trust with Prospects. ...
  5. Use Digital Marketing Strategies. ...
  6. Overcoming Objections. ...
  7. The Art of Closing.

What is the best time of day to sell insurance?

According to a study by CallHippo, the best time to cold call is between 4:00-5:00 pm, followed by the second best time to cold call between 11:00 am – 12:00 pm. Wednesday tends to be the best day to cold call your prospects.

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.

How do you approach a client when selling insurance?

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.

How do I talk to a listing agent?

How to Talk to a Real Estate Agent
  1. Work with one agent. Be direct and ask your agent about terms of exclusivity if you are unsure. ...
  2. Be clear with how you want to communicate. Do you prefer phone calls, texts, emails, or face-to-face? ...
  3. Communicate your wants and needs. ...
  4. Ask questions.

How do you speak directly to a representative?

If you know who your representative is but you are unable to contact them using their contact form, the Clerk of the House maintains addresses and phone numbers of all House members and Committees, or you may call (202) 224-3121 for the U.S. House switchboard operator.

How do you get noticed by an agent?

How to Get Noticed by an Acting Agent—According to an Agent
  1. Submit your material.
  2. Participate in workshops and showcases.
  3. Create your own content.
  4. Perform onstage as often as possible.

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 to 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 start a conversation about life insurance?

Center the discussion on goals

Some people could shut down when their loved ones begin to talk about death. So, focus on current and future financial goals rather than mortality. Talk about saving for your daughter's college education. Discuss spending for your next family vacation or building a bucket list.

How to master insurance sales?

1. Focus On Your Existing Clients
  1. Ensure They Know ALL of Your Product or Service Range. ...
  2. Understand Clients WANT Your Advice. ...
  3. Know Who Your Clients Are. ...
  4. Lead With Storytelling. ...
  5. Differentiate Yourself From Competitors. ...
  6. Ask Cross Sale Related Questions During Quotes. ...
  7. Fulfill Your Clients Most Pressing Needs First.

How do you introduce yourself in insurance?

As a great insurance agent, it's essential to introduce yourself in a way that sets you apart from other agents. You can start with your name, job title, and the insurance services you provide. Keep it concise and straightforward. You can also share a little about your background and how you got into the industry.

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.