How do you start a conversation with insurance customers?

Asked by: Shemar Hyatt I  |  Last update: August 8, 2025
Score: 4.8/5 (73 votes)

Here's a list of five conversation starters for insurance agents that will help get the ball rolling and the words flowing.
  1. Ask Topical/Seasonal Questions. ...
  2. Ask Prospects to Tell You About Their Family (this includes pets!) ...
  3. Ask Opinion Questions. ...
  4. Ask Prospect for Advice.

How do you start a conversation when selling insurance?

Strong Opening:

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 with a client for the first time?

Identify yourself: Introduce yourself and your position or job within your organisation to start the conversation. Keep things short and straightforward. Welcome the client: Set a pleasant tone for the conversation by extending a cordial and courteous greeting.

How do you approach a customer for insurance?

How to Convince Customers to Buy Insurance
  1. Tip 1: Understanding Customer Needs.
  2. Tip 2: Building Trust.
  3. Tip 3: Effective Communication.
  4. Tip 4: Addressing Concerns.
  5. Tip 5: Personalized Approach.
  6. Tip 6: Demonstrate Value.
  7. Tip 7: Offering Incentives.
  8. Tip 8: Follow-up and Support.

How do you pitch customers for 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.

The Single Best Way To Start A Sales Conversation with Any Prospect

16 related questions found

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 do you start a client pitch?

How do you write a sales pitch?
  1. Reach out at the right time and connect with the right person. ...
  2. Make the prospect the hero of your story. ...
  3. Understand the customer's needs and personalise the solution. ...
  4. Start your email pitches with a strong subject line. ...
  5. Get creative. ...
  6. Keep the pitch length in mind.

How to create urgency in insurance sales?

  1. Why Creating Urgency in Sales is So Powerful.
  2. Use Social Proof.
  3. Use Countdown Timers.
  4. Use Limited Time Discounts.
  5. Create Implied Urgency.
  6. Position Your Offer as Exclusive.
  7. Add “Limited Supply” Cues.
  8. Stack Value On Time-Sensitive Bonuses.

How do I approach my customers?

How to approach store visitors:
  1. Smile.
  2. Friendly voice.
  3. Welcome store visitors and introduce yourself.
  4. Ask the walk-in customer how they are doing.
  5. Ask about their needs.
  6. Deal with negative response.
  7. Engage and don't give unasked advice.
  8. Ask for feedback.

What do insurance agents call their customers?

I refer to the ones who “get it” as clients and the others as customers. After looking for definitions for these names, I'm thoroughly convinced, clients are the people who appreciate, and actually deserve a true insurance professional.

What is the first thing you say to start a conversation?

Ask for information

A good way to start a conversation is to ask for information from the person you want to talk to. This is an effective and natural way to build rapport with someone quickly. Even if you already know the answer, it's still a good way to approach someone if you can't think of another topic.

How to impress a customer?

How To Impress A Customer In 30 Seconds Or Less
  1. Respond to body language. You can tell the mood someone is in by their body language long before you ask them “how's it going”. ...
  2. Be positive. ...
  3. Eliminate fight or flight. ...
  4. Respect personal space. ...
  5. Notice their style. ...
  6. Use sensory language. ...
  7. Have a pitch ready. ...
  8. BONUS: Genuinely care.

What should I say in my first meeting with a client?

Prime the meeting with good vibes from the onset by speaking about a positive experience or event in the client's company or personal life, or about a recent win in their industry. Ask advice from the client on their expertise topic – this is a great way to put them at ease and make them feel valued.

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 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 do you introduce yourself when selling insurance?

Quick Introduction with a Value Proposition

Agent: “Hi [Prospect's Name], this is [Agent's Name] from [Insurance Company]. We help people find affordable coverage tailored to their needs. Are you currently reviewing your insurance to ensure you're fully protected?”

What are good customer service words?

7 useful customer service phrases you should know
  • "I appreciate your patience." ...
  • "I'm happy to help you." ...
  • "Let me take care of that for you." ...
  • "Is there anything else I can assist you with today?" ...
  • "I understand how you feel." ...
  • "Your satisfaction is our priority." ...
  • "I apologize for any inconvenience caused."

How to start chat with a customer?

Here are a few greeting chat scripts to start with:
  1. Hello, [Customer Name]! Thank you for contacting [Business Name]. ...
  2. Hey there! We appreciate you using [Service Name]. ...
  3. Hi, [Customer Name]! Thanks for reaching out. ...
  4. Welcome back, [Customer Name]! It's great to see you again. ...
  5. Hi, [Customer Name]!

When approaching a customer, what would your opening words be?

By starting with “Good morning,” “Good afternoon,” or “Good evening,” you are extending politeness without being phony. The key is to not continue with a spiel immediately after you've said “Good morning.” Wait and let them reply to you.

How do I convince my customers for 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.

What are the phrases that create urgency?

Words that create urgency: If someone is teetering on the fence of a purchase decision, a few well-placed words that create urgency can push them over. These words include options such as urgent, now, limited, hurry, only, temporary, rare, exclusive, act, instant, today and immediate.

How can I sell my insurance faster?

How To Improve Insurance Sales
  1. Focus On Your Existing Clients. Ensure They Know ALL of Your Product or Service Range. ...
  2. Maximise Your Conversions in Insurance Sales. Lead With Storytelling. ...
  3. Cross-Selling & Up-Selling Strategies. ...
  4. Incorporate Testimonials & Reviews. ...
  5. Use Social Media to Increase Insurance Sales.

What is the right way of pitching insurance?

A good sales pitch should educate the client, simplifying complex concepts and explaining the benefits in a way that is easy to understand. Presenting the Solution: After understanding the client's needs and educating them on their options, the next step is to present a tailored solution.

How to sales talk example?

Hi [Prospect's First Name], this is [Your Name] from [Company Name]. I work with [target audience] in [industry] to help assist with [benefit 1, benefit 2, benefit 3]. I wanted to give you a call to ask you a few questions about [common pain points] and any challenges you may be facing.

What do you say at the start of a pitch?

Developing Your Elevator Pitch
  • Communicate your personal brand and what you want to be known for.
  • Convey your unique selling points.
  • Answer the questions “Tell me about yourself' “What do you do?” and “What are you interested in doing next?