My team is forever grateful to you. I’ve closed multiple $10k policies last year because of you.
Fire Sales Process
The thought behind our Fire Sales Process
We put a strong emphasis on properly protecting clients’ homes because, for allot of people, their home is one of their biggest assets.
You can discuss proper dwelling coverage, contents, earthquake coverage or important endorsements like backup of sewage. Conversations around protecting the home are a huge interest of every homeowner, which is why home policy review is an amazing space to build strong long-term relationships with customers and find additional ways to protect them.
In the insurance industry we have learned that there is a huge gap in public education of liability insurance coverage and its connection to all homeowner policies. The emphasis on liability has led our team to selling well over 100 personal liability umbrella policies per month and grew our book of business to having the largest portion of clients to have umbrella coverage.
Umbrella sales are built to protect our clients when another person is severely hurt or killed, which makes our policy owners partially “bullet proof” but not completely. On the other hand, our clients need life insurance to complete their “bullet proof” insurance plan.
Therefore, a conversation about proper fire coverage naturally leads to umbrella and life insurance conversations.
With my training program I want to remind our producers that the best prospect isn’t always the next prospect; its usually the current one you are talking to that’s causing you “busy” work. So be proactive with the busy clients and really dive deeper into protecting the assets of clients who have given you their attention.