

In our March newsletter we featured tips for leaving a persuasive phone message. Here’s the one we suggested would be compelling for individuals:
“Hi Nancy, Rob Robertson, ABC Insurance here. I understand you need health insurance coverage. I
just helped a family of four like yours find a plan that fell $89 a month below what they had budgeted for. I’m seeing at least 3 plans that look like they’ll be a perfect fit for you. Let’s go over them real quick; call me at 555-1234, and again it’s Rob Robertson.”
When you’re leaving a message for a business, the benefits change but the format doesn't. You have to remember that you're selling to a person who works for a business, and not a business. This person who requested info or a quote from you has needs to be
met, which you can help them with. Just tailor your message to that need.
"...I work with companies to lower their insurance
costs, and keep valuable employees with the (right elective benefits, plan options, etc.). I have at least 3 plans in front of me right now that look like they could be a nice fit for you. We can review them over the phone, or I can come in for a brief and productive meeting to learn more about the challenges you're facing now. Call me at 555-1234, and again it’s Rob Robertson."
In this script you address a business person's need to save time, save money, and keep employees. Same script. Just different hot buttons.
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Scott Sullivan is Vice President of Broker Sales at ProspectZone, where he uses his 4 years of industry experience and impressive knowledge of how insurance agents sell to forge strong relationships with successful agencies and insurance carriers nationwide. His team works with agents across the country and educates them on how to implement technology and lead generation into their daily routines. He welcomes feedback at ssullivan@prospectzone.com |
Need some advice on how to close leads? Get your questions answered right here in the ProspectZone newsletter by our own sales expert, Scott Sullivan. Submit your sales questions to experts@prospectzone.com. One question a month will be selected and featured in the newsletter.