by Guest » Thu Oct 02, 2008 02:19 pm
Hello All,
I'm new to this forum and have been reading through posts and getting some good ideas.
What I wanted to ask everybody is what kind of followup system do you currently have in place for leads. For instance, you give an auto quote...How do you leave it off with the person?
Up to this point our office hasn't really had a followup system...we've been giving quotes...basically telling the potential client to let us know if they would like to do the policy and then moving on to other stuff....If they call back, great...we proceed with the policy.
Our conversion rate for new leads is very low however and I think this is one of the reasons. I appreciate everyone's responses. :D :!:
I'm new to this forum and have been reading through posts and getting some good ideas.
What I wanted to ask everybody is what kind of followup system do you currently have in place for leads. For instance, you give an auto quote...How do you leave it off with the person?
Up to this point our office hasn't really had a followup system...we've been giving quotes...basically telling the potential client to let us know if they would like to do the policy and then moving on to other stuff....If they call back, great...we proceed with the policy.
Our conversion rate for new leads is very low however and I think this is one of the reasons. I appreciate everyone's responses. :D :!:
Posted: Thu Oct 02, 2008 02:57 pm Post Subject:
I have my office always follow up with a phone call - usually 3 days after. Granted, some of quotes you end up giving you know there is no way they are going to take the policy - but we still call those too; you never know.
We write the potential clients initial response on the top of the quote. They keep it on their desk (to-do section) and then when they follow up in three days, they write the result of the call. If they say they went with someone else, then we put it in our "re-quote" file and try them again in five months. If they say they still haven't decided, we ask if they would mind if we checked back in a "week or so" (which gives us a lot of lee-way when we call). They usually don't mind.
Posted: Thu Oct 02, 2008 04:57 pm Post Subject:
We have a similar system however after we make 3 calls we have a computer system that creates xdates that we use to follow up.
Posted: Fri Oct 03, 2008 03:18 am Post Subject:
Series of five followups over a 25 day period.
Posted: Fri Oct 03, 2008 07:06 pm Post Subject:
YOu work at SF? I Can help. Whats your Alias?
Posted: Sat Oct 04, 2008 04:54 pm Post Subject:
Series of five followups over a 25 day period.
I agree.
After the initial contact regardless of the product or service being offered five follow-ups should be made before you move on.
There is also a statistical and mathematically sound reason for this.
When you pick up the phone to call/contact anyone you only have a 1 in 5 chance of speaking with the person you are trying to contact. That being known then after your initial contact, it will, on average, require five more attempts to re-contact the person to finalize the proposal.
A word on moving on....
It is imperative for any agent to be successful in this business to move on, make a new contact, follow-up then move on.
Then make a new contact, follow-up then move on, make a new contact, follow-up then move on, make a new contact, etc.
Selling insurance is simple, but it's not easy.
post edited as per the forum norms
Posted: Sat Oct 04, 2008 06:51 pm Post Subject:
Hmmm.....I might be wrong but....I think I see a pattern.
Posted: Fri Oct 10, 2008 04:50 pm Post Subject: Thanks for your responses.
Hello...my sf alias is jtz6. Thanks for everyone who replied. Gave me something to think about. Scott
Posted: Fri Oct 24, 2008 01:40 am Post Subject:
Dont forget to make a new contact, follow-up then move on, make a new contact, follow-up then move on, make a new contact, etc.
Kinda of funny isn't it. We do the same things over and over and over. Still some people say this is a hard job?
Posted: Wed Oct 07, 2009 03:32 am Post Subject: I would love to help you.
Hello, I am looking up another insurance question and ran across this.
I see that you are suggesting thank you cards which is a HUGE success factor to many businesses. However most people to not have the time and the money to sit at their desk and make out thank yous all day.
I have an amazing follow up tool that helps to put my follow up system on auto pilot. It is a with a greeting card company that will print, stamp and mail greeting cards for me with my logo branding, photos and even photos of my clients (which I call refrigerator marketing, because you know they stick that on their fridge) and all for less than $1 a card. I would love to share it with you. Just respond back and I will get you the info. It has made a massive difference in my business to build relationships with clients so they want to hear from me because they never know whats coming next!
Natalie K
Posted: Wed Oct 07, 2009 07:06 am Post Subject:
It has made a massive difference in my business to build relationships with clients so they want to hear from me because they never know whats coming next!
Well, it could certainly be a great way to win back your clients time and again. Do they keep on calling you regarding new products/services? Roddick
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