Building Customer Confidence

The secret to growing your business is taking care of your customers. You have to build customer confidence and trust in order to build a strong, dependable consumer base. At the end of the day, people buy from people that they trust, but it’s not always easy to get people to trust you when you’re selling insurance. The fact of the matter is, many people simply don’t trust sales people. Don’t let that discourage you! There are some easy ways that you can gain the confidence of insurance shoppers.

Share Video Testimonialscaucasian hands on a laptop keyboard with "customer testimonial" on the screen

The saying “show, don’t tell” holds true in most situations, including in the world of customer service. People want to see great reviews of a product or business before pulling the trigger on a purchase, so don’t only show your customers the work that you’ve done or have them simply read reviews from your clients; show them video testimonials of customers you’ve helped. People want to know that they are dealing with someone who truly cares about and helps people, and what better way to highlight your personal relationships with your customers than by sharing how they feel about you in their own words?

Talk About Yourself/Build A Connection

Build a connection with your customers by letting them get to know you. Don’t try to rush into a sales pitch; instead, start by talking about yourself, your children, and your pets. If your children are in sports or any after school activities, talk about them and your involvement with the school or community. When you share these aspects of yourself, customers will feel a connection with you and will be more likely to look at you as more than just an insurance agent. They will feel more comfortable opening up to you, and in the end they will feel like they have spoken to a real person, not just a salesperson.

Offer Great Customer Service

support spelled out on scrabble blocks with clear blocks in the background
Be there for your customers when they need you and make them top priority.

Customer service means always being ready, willing, and able to help. When a customer contacts you, be sure to contact them back as soon as possible. Always keep them informed about any changes to their policies, and serve as a resource center for them. Find any solutions to their problems if you can, and take on their problems as your own.

But great customer service is not just about the practical side of things. It’s also about showing a genuine interest in your clients and in protecting them. Customers get tired of hearing sales pitches and feeling like they are being strong-armed into a sale. They want to know that you truly care about them, so take your time with them, and ask questions so you can better understand their needs. Over-explain and be empathetic while going over their insurance options, and be honest about what plan will best work for them and why. Be genuine, and your customers will pick up on that and appreciate it.

Build A Strong Reputation

Warren Buffett once said, “It takes 20 years to build a reputation and five minutes to ruin it.” Reputation is everything when it comes to gaining customer confidence, so you need to build a worthy reputation for doing the right thing, which means taking the time to genuinely help customers as much as you can without being pushy. If you don’t focus on customer service, you could end up with a bad reputation, and then you can forget about trying to convince a potential customer that you are the right insurance agent for the job. Never stop working on your reputation; if you do end up with any unhappy customers, always take the time to try and make things right if you can.

Make your customers your top priority at all times. Period. There are no shortcuts when it comes to gaining confidence from your customers and potential customers. Provide them with the best service you can, be honest and transparent, and don’t cut corners. In return, you will have loyal customers and boost your sales. It’s as simple as that.

How To Effectively Use Video Marketing

Did you know that YouTube is the second most-used search engine in the world? This makes sense: if you’re looking for a quick answer to a question, what better way to get it than by watching an engaging video on the subject? In fact, in a recent survey, nearly 60% of executives said that they prefer watching a video to reading a text. If that’s not enough of a reason to start using video marketing, then consider these stats: only 20% of website visitors read an entire page, but 80% watch videos from start to finish. In addition, your chances of ranking on Google goes up 50 times when a video is incorporated into your website. Now that you know why video marketing is so important, let’s look at how you can use this tool effectively.

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Only 20% of website visitors read an entire page, but 80% watch videos from start to finish.

How To Create An Eye-Catching Video

There are many different kinds of videos that you can create, such as “Why work with our agency” videos, customer testimonial videos, videos that answer FAQs, videos that explain types of coverage, or even fun birthday and holiday videos. Before uploading a video, make sure that it is eye-catching, that it will keep the audience engaged, and that it will market your company well. Some tips to consider include:

  • Don’t make your videos too long. Videos under 2 minutes are the most effective, and most people prefer to watch a video that’s only 30 to 90 seconds long. So if you’re creating, for example, a holiday video, keep it short and sweet by choosing an animated format. On the other hand, if you want to make an explainer video with lots of detail, try breaking the information up into smaller segments. It’ll be much easier for your audience to digest the information if they are only given a little bit at a time.
  • Consistency is key. When you are building your company’s brand, you have to be consistent in creating relevant content that helps and entertains your audience. Don’t stray away from your message and start creating irrelevant content, or your audience will get confused as to what you’re selling and what your brand is all about.
  • Be yourself. If you want to engage your audience, get to the point and don’t try to force humor or emotion into your content. Content that feels forced will just make viewers want to skip over your video to find the answer they’re looking for. Simply be yourself and state what you or your insurance agency has to offer. Try recording a non-scripted video so you seem more authentic.
  • Make your video look as professional as possible. You don’t need to have a high-tech camera, you can simply use your iPhone, but make use of editing apps to make your video look as professional as possible. And always film in landscape mode! act now on a yellow diamond sign
  • Add a call to action- Make sure that you give your audience a way to contact you or your agency. You can add a link to your website or phone number where they can reach you.

How to Market Your Videos

Once you feel comfortable with creating videos, it’s time to focus on how to get your videos seen. Try marketing your videos through:

  • SEO linking – When uploading your videos on YouTube, add tags, an appealing thumbnail, and a compelling title and description. Make sure your agency’s name is in the title whenever possible.
  • Email –Include your videos in your email newsletter: when videos are included in emails, click-through rates increase by 200-300% and opt-out rates decline by 75%.
  • Scheduling sites– Use a social media scheduling site to make sure you post videos on a regular basis.
  • Social media– Run a video campaign on Facebook, LinkedIn, Instagram, or Twitter, so that viewers are more likely to share and spread the word about your business and what you have to offer. Keep your video at the top of your Twitter feed so that it doesn’t get lost among your new tweets.

    people with laptops and connecting, forming of a network
    Participate in online communities with the same interests as your business.
  • YouTube– Post your video on YouTube to get it out there, to allow people to share it with others, and to allow them to comment and ask questions.
  • Groups with common interests – Target online communities with the same interests as your business. Participate in conversations or discussions while sharing your video on social media sites such as Facebook or Reddit.

Posting videos is a great way to market yourself and your business. By promoting yourself online you’ll be visible to a wider audience of possible customers. Effective video marketing opens up your business to endless possibilities, and will allow you to stay one step ahead of the game – and your competitors.

Preventing Your Clients From Leaving

Your customers are the foundation of your business, so your number one priority should be holding onto your existing customers. New business is important, but customer retention is more important, especially when it comes to your bottom line. In fact, did you know that it costs 6 times more to gain a new customer than it does to keep an existing one? That’s right, so approaching customer retention with the attitude of “I’ll just find more leads and more customers” is not a great idea. graph of bars going upward with money signs on the first and last bar

When it comes to growing your business, sometimes it’s about quality, not necessarily quantity. You need a solid base of loyal customers. Once a customer is gone, odds are they are gone for good- about 90% of customers who leave a business never return. You can prevent this from happening by building strong relationships with your customers and by resolving any problems that arise – doing so will increase a customer’s loyalty by 30%. To improve your customer retention rate and prevent your clients from leaving, you need to look at what customers want and how you can give it to them.

Why They Are Leaving

caucasian woman with her hand on her chin looking down
If you don’t tend to your customers except when its renewal time, then you will most likely lose them as a customer.

First, you need to look at why customers might leave your business. Most of the time it’s not because of the price of your product, or because a competitor lures them away. The number one reason customers walk away is that they feel like their agent does not genuinely care about them.

Are you making this common mistake? You sign up a customer for an insurance plan, and then you don’t make contact with them again until it’s time for renewal, or until they need to make a claim. If so, your customers will feel like there’s no personal touch in your relationship with them; your relationship will feel like a mere transaction. Similarly, if you are not returning your customers’ calls or answering their messages in a timely fashion, that lack of communication will take a toll on your retention rate.

What You Can Do

In short, you have to keep your customers happy, and that means going above and beyond with your customer service. You need to:

  • Build a customer database – Collect information about your customers and keep it in a database such as a CRM. This will keep track of the contact that you’ve had with them, what you’ve spoken about, what they’re interested in, and any problems or complaints that they have.
  • Keep in touch – One way that you can keep in touch with your customers is by sending out personalized emails to let them know about any updates, or any new plans that you think would benefit them. Make sure these emails feel tailored to your customers, otherwise they will just come off like sales pitches.
  • different apps on a cellphone screen.Offer different channels of communication – This is the most important thing that you can do to retain your customers. You need to give them multiple ways to reach you in case one way doesn’t work. Ask your customers how they prefer to communicate with you, so that you are ready to communicate in that way, whether it is via email, phone calls, texts, or through social media.
  • Thank your customers – People like to feel appreciated and that they are more than just another sale. Go out of your way to thank your customers for their business.
  • Resolve any issues immediately – What many business owners and agents do not realize is that customers who are unhappy don’t usually complain – instead, they just end up leaving. So, if a customer does complain, take that opportunity to try and resolve any issues as quickly as you can. Your customer will appreciate your attention, and will be more likely to talk about you to others.

Having a lot of customers is great! That means your business is booming. But sometimes it’s not all about getting more new customers – sometimes it’s about keeping your current ones happy. Having a loyal customer base is a more sustainable business model than that of constantly finding new customers to replace the ones you’ve lost. Do your best to keep your relationships with your customers strong, so that they never get to the point of wanting to leave. After all, it is not about competitors or price – it’s all about communication, which is completely in your control.

How To Improve Your Business’ Customer Service

If you want to grow your business, then customer service is one of the most important things that you need to focus on. Each interaction that a customer has with your business will either build it up or tear it down. Great customer service leaves customers satisfied, and when they are satisfied they’re more likely to continue to do business with you, and possibly refer you to others. And bad customer service? Just remember that customers tell an average of 15 people about a negative experience versus the 11 they tell about a positive experience, and 51% say they will never do business with a company again after just one negative experience. No matter how focused you are on your customers, there’s always room to improve your customer service so that you can increase your sales performance.

make a great first impression written on an orange notepad
First impressions are everything when it comes to attracting a customer.

Your First Impression Is Everything

We have all heard the saying, “You never get a second chance to make a first impression.” And it holds true; first impressions are powerful and memorable. Within a few seconds of meeting you, a customer will have a solid impression of who you are. Studies show that 55% of first impressions are made by what people see (visual), 38% are made by how you speak (vocal), and 7% are the actual words you say (verbal). So if you are meeting a client, make sure you look professional yet approachable, and when speaking with a client, focus on both your tone and what you say.

Feedback Is A Plus

One of the best ways to improve your customer service is by asking your customers for feedback, and learning from it, whether it is good or bad. You can do this by asking your customers to complete a brief phone or email survey at the end of your interaction with them. Use the responses that you get to learn what your strengths and weaknesses are so that you can make improvements.

african american woman sitting in front of a laptop, holding a cellphone to her ear and laughing
Customers want a personal connection with you, so make sure to build a rapport with them.

Build Rapport

All customers want to feel like they are more than just a customer. Build a rapport with your customers by showing them that you care about them. Use their name often and try to build a personal connection with them. Don’t just focus on automated email responses or run-of-the-mill check-up calls. Make your meetings more personal by showing sympathy with and empathy for your customers. Listen to your customer’s complaints, allow them to get it all out, and show that you care while being respectful. If it is something that you can help them with, then make it your problem so you can help them find an appropriate solution. Use phrases like “I’m sorry to hear that…” or “I can understand how frustrating it is to…”

Respond Quickly

Make sure that your customers can easily get in touch with you, and make sure that you respond to any messages within a reasonable amount of time. In a world of advanced technology and social media, there is plenty of opportunity to connect with your customers faster than ever. Return calls within a reasonable amount of time (88% of customers expect a response within 60 minutes), follow through, and always establish the next steps, so that your customer knows what to expect and when they can expect to hear from you.

Communicate Clearly2 women sitting across from each other talking.

The insurance world is a complex one, and it has a language all its own. Customers are coming to you to find the best deals, but they are also coming to you for help translating that language, or because they don’t fully understand the process. Simplify the process as best you can and make everything as clear as possible for your customers. Always end your conversations with a question like, “Is there anything else I can do for you?” or “Is there anything you would like me to go over again?” This gives customers an opportunity to ask questions so they are not left lost or dissatisfied at the end of the conversation.

Admit Mistakes

If you make a mistake, always own up to it, even if the customer hasn’t noticed it yet. This not only builds trust, but also restores your customer’s confidence in you, and allows you to control the situation. After you correct a mistake or solve a problem, be sure to call and follow up so that your customer stays satisfied with your service.

thank you note surrounded bu flowers, macarons, and a pen
Thank your customers so they feel appreciated.

Thank Your Customers

Always thank your customers for entrusting you with their business. Make them feel appreciated and thank them after they provide you with a new referral, or give them an incentive for providing a referral to you. There are different ways you can show how thankful you are, such as buying them a cup of coffee or sending them a thank-you note. A little appreciation can go a long way.

Getting An Appointment With A Direct Carrier

Whether you are a new insurance agent, or an established one, getting an appointment with a direct carrier is critical to your success. Getting an insurance carrier appointment, or being appointed by a direct carrier, means that you have authorization from the insurance company to act on its behalf. It allows you to have access to the carrier’s products, discounts, and other exclusive deals. It is pretty much everything you need in order to grow your business and revenue. It definitely takes effort on your part to secure an appointment with an established carrier, but we’ve got some advice for getting you there as quickly and as easily as possible.

paper with analytics on it and another piece of paper with resume on it on a table
You need to be prepared with a solid business plan to present to the carrier you want to work with.

You Need a Business Plan

In order to show carriers that you’re serious about selling, you need a solid business plan that shows how you plan to progress over time. Showing carriers that you have goals – and ways to attain them – is a great way to make you stand out from the crowd. Use a template or other online resource to write your plan if you’re not sure where to begin, and keep revising it if need be.

You Need Good Marketing

Most carriers want to see that agencies and agents have a solid business plan, but they also want to see that you have a proven track record, experience, and good marketing. They are looking for agents who will generate more business for them, and not simply move one or two customers over to them, so you need to show promise, growth, and profitability. Make sure you are able to produce records to back everything up. Remember, priority is given to those who can demonstrate long-term profitable alliances with carriers – the more appointments you get with direct carriers, the more desirable you will look, so keep trying to build on your successes.

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Joining a network will give you the ability to get associated with more carriers.

You Should ConsiderJoining A Network

As the saying goes, “there is strength in numbers,”. This saying holds true for agents. It can be easier to get an appointment with a carrier when you’re part of a large network, so joining one is worth looking into. Joining a network is a great option for new agents who may be worried that they don’t have the proven track record to attract carriers.

You Should Look Into Wholesale

If you do have problems getting an appointment with a direct carrier, then you should consider a wholesale carrier. Wholesale carriers are more open to working with inexperienced or new agents. Once you get some experience, and you have built up your business with a wholesale carrier, then major carriers will begin to consider working with you.

You Should Research The Carrier

Most carriers will provide a list of requirements on their website that they expect you to meet in order to obtain an appointment with them. Do your research and make sure that you meet all of the carrier’s requirements before beginning the process. african american man writing down in a notebook with a laptop in front of him

Getting an appointment with a direct carrier can be a long and sometimes difficult process, but it’s a necessary step for growing your business. Securing an appointment with a direct carrier will open up many doors for your business, and lead you towards success and profit.

Ways To Thank Your Customers

It can be easy to put all of your focus on turning leads into sales, and on growing your business, instead of focusing on what is most important: your customers. There is nothing wrong with wanting to grow your business and become more successful, but at the same time it’s important to take a step back and remember that you are only successful because of your customers. In order to maintain a healthy relationship with your customers and ensure long-term success, you need to keep them happy, while letting them know that you appreciate them. You can do this by simply saying thank you in a creative way.

Send an Old-School Handwritten Note

caucasian hand with a pen in it next to a white card that says thank you

Handwritten notes are rare in today’s technological world. Emailing a thank you note has become the norm, but doing this is not personal or memorable. Taking the time to hand write a special thank-you note to a customer will make them feel important and appreciated – and everyone loves getting things in the mail!

Surprise Them

Send flowers, a goody basket, or pizza – because who doesn’t love pizza? Taking time out of your day to send any of these items is a great way to say thank you. Just make sure it is something the customer can relate to and will appreciate. You can send a little note or a joke with these gifts, and your gesture will surely brighten up their day.

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Give clients a shoutout by posting a kind thank you message on your business’ social media page.

 

Give Them A Shoutout On Social Media

A lot of people spend their free time scrolling through social media, so what better way to thank your client than by putting it on social media? Give them a shoutout by posting a kind thank you message on your business’ social media page. Be sure to ask your client permission before posting, especially if you are using their professional profile, just in case they aren’t comfortable with having their name out there.

Make a Phone Call

Usually when an agent calls someone it is to make a sale. So you can imagine how surprised a client would be if you called to simply thank them for their business. Set some time aside during your day to call customers and thank them, and if they don’t pick up, leave a thoughtful voicemail.

Treat Them To Coffee

If you think your client would feel comfortable with it, ask if you can take them out for a thank you coffee. Taking your client out for coffee is an effective way to say thank you in person and help build a stronger relationship with them. If they cannot meet for coffee, or if they live far away, then consider sending them a gift card to their local coffee shop.

Pay It Forwardwoman holding a large $50 bill with the word donation on it in red

A wonderful way to show how grateful you are to your client is by paying it forward. You can reach out to your client and let them know that you want to donate to their favorite charity in their name. This is not only an extremely thoughtful way of showing your appreciation, but it is also a great way to build a stronger connection with your client.

Showing that you appreciate your clients and letting them know that you care about them as more than just a business prospect is easy. Show your gratitude with any of these simple and effective acts, and you will not only have a great relationship with your customers, but they will surely spread the word about your thoughtfulness to others- which will mean more business for you.

Voicemail Tips To Get A Call Back

Trying to connect with prospective clients over the phone can be frustrating. About 80% of the calls you make will go to voicemail, and you’ll spend about 15% of your time leaving messages. Unfortunately, as an agent, there is no way to avoid this method of communication. While you might question whether it is worth leaving a voicemail or if you’ll even get a response, there are ways to make cold sale voicemail messages work in your favor. If done correctly, your voicemail will lead to a call back – you just need to follow these simple rules.

voicemail icon with messages on a smartphone
Research shows that each time you leave a message, the chances of getting a call-back increase about 10%.

Leaving Multiple Messages

According to RingLead’s Donato Diorio, research has shown that each time you leave a message, the chances of getting a call-back increase about 10%. The first voicemail is likely to get an 11% call-back rate, the second voicemail is likely to get a 22% call-back rate, and the third voicemail is likely to get a 33% call-back rate.

In order to justify multiple calls, you can first leave a voicemail including the reason for your call and the bulk of the information that you want to get across. Then shortly after, you can call again and leave another voicemail that is 10 seconds or less in which you quickly mention an important detail that you forgot to mention in the first call.

Keep It Short & Sweet

One of the best and simplest ways to get a call back is to stick to a 10-20 second time limit for your messages, if at all possible. If your voicemail is too long, the recipient of your call is less likely to listen to the whole thing. Do not go into the nitty-gritty details of the discussion you want to have with them, save that for when you actually speak to them. Make sure to leave just enough information to let them know the nature of the call.

Be Personable & Watch Your Tonecaucasian man with a cell phone to his ear while smiling

To make your voicemail seem more personal, make sure to use the person’s name when speaking. Be mindful of your tone and speak as if the prospect was right in front of you – don’t be overly enthusiastic but also don’t be too monotone. Speak in a tone that is confident, yet friendly and casual. If you sound like a salesman, then your voicemail will be deleted before they even hear the full message.

State Your Name & Number Twice

It’s always annoying to have to listen to a voicemail over and over again to catch the name or number that is being left. Speak slowly and make sure you clearly state your contact information at the beginning and the end of the voicemail. It is especially important to state your phone number at the beginning of the voicemail, just in case they do not listen to the entire message.

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Create A Sense of Urgency

Create a sense of urgency when leaving a voicemail so that the person feels the need to call back as soon as they can. Mention a time frame when you ask them to follow up. Instead of saying something like, “call me back when you get the chance,” ask them to call you back by a specific date or time. Create a sense of urgency of providing a discount or great deal if they sign up by a certain date.

Call At The End Of The Day

Prospective customers will most likely be busy during the day with work, errands, or other distractions. They will be less likely to listen to any voicemails that sound like sales calls. The morning is probably the worst time to leave a voicemail, instead try calling at the end of the day when they have more time to listen and possibly reply back. In fact, studies show that the best time to call is Wednesday or Thursday from 4 p.m. to 6 p.m.

You might think that leaving endless voicemails is not worth your time, but if you follow these simple tips and leave short, friendly messages that offer help and value, then you will be more likely to get a call-back. The more quality voicemails you leave, the more return calls you will get, and the more sales you can make.

How You Can Nurture Leads With Benepath

As an agent, you understand that most people need a little hand-holding before they are willing to give their money away. If you want to turn a lead into a customer, then you must improve the efficiency of your sales funnel by nurturing your leads. This has to be a part of your sales process in order for a potential customer to become a paying customer. Nurturing leads is critical to your business’s success, and luckily, there are many effective ways to do this. One of the best ways to nurture leads is to work with Benepath. Benepath offers exclusive, real-time leads, meaning you’ll have no trouble getting in touch with them, and you’ll be able to get past that crucial first step of making contact. We’ve got the leads, and we’ve also got the best ways to nurture them – just ask our agents.

Get Personal

two people sitting at a table looking at a laptop together.
Customers need to feel a connection, so personalize your interactions with your leads.

Studies show that 41% of consumers have switched services or companies at some point because they weren’t being treated in a personal way. Customers need to feel a connection, so personalize your interactions with your leads. Make sure to use their names when you communicate with them, and to listen carefully when they speak, so you can remember little details about them that you can bring in your next conversation. If you can, meet with your leads in person so you can let them know what you have to offer- a face-to-face meeting will always leave customers with a better impression than any other form of communication!

Benepath facilitates easy, personalized communication with leads. All of your prospects will receive a customized thank you page with your name and picture, so they’ll instantly be able to put a name to a face, and will be ready for your call. This seemingly small touch will start your interaction off on the right foot, and will make your leads feel like they’ve got a connection with you right off the bat.

“I absolutely love the Benepath exclusive leads. This program consistently brings me high quality leads who not only know that I am calling, they are typically eager to speak with me! Not only this, but Benepath truly stands behind their system and acts as a real partner. Since starting on the Benepath program my business has really picked up and I spend less time prospecting and more time selling. I would highly recommend the Benepath exclusive leads program to any agent.”

  • Fred A.

Post Relevant & Conversational Content on Social Media

It’s hard to interest people in information that does not pertain to them or their needs. When you post content on social media, or when you send emails, try to include only highly relevant content that delivers value. Do not repeat information that your leads have seen or heard already. Switch it up, while at the same time revealing the value of your product. Adding valuable content about your product or service shows that you have a deep commitment to your business and to your relationship with your customers.

Use a Multi-Channel Strategy

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Use a combination of channels by providing links in your emails to your social media pages.

Don’t stick to just using social media or drip-emailing campaigns. Use a combination of channels by providing links in your emails to your social media pages, blog posts, YouTube videos, podcasts, or webinars, as each of these channels provides access to new audiences. People are constantly on their cell phones, so you need to stay up-to-date and make sure they can access your content and connect with you through different channels. If you need suggestions on how to make this strategy work, talk to Benepath – we can help work out a successful strategy for your business.

“I have used leads in the past and had my own system of calling. I talked to Judy from Benepath and she taught me a follow system of calling, emailing and texting. I followed their system and was pleasantly surprised. Instead of having a contact rate of 20-40%, I was able to contact over 70% of their leads. Thank you for teaching that system to me.”

  • Richard D.

Follow Up In a Timely Manner

Automated emails and social media posts are an easy way to help you reach large groups of prospects, but they’re not enough. You have to contact each lead separately, and follow up with them in a timely manner. A follow-up email or phone call is the best way to convert inbound leads into sales opportunities. A well-planned call is more effective than cold calling, which is why Benepath delivers real-time exclusive leads to our agents. gold clock with the short hand on the two

“I have received 52 leads from Benepath and have closed 37% of the leads. My recent story is I had a lead from November that is 70 years of age. I called her up after leaving several messages and I finally reached her and we had a great conversation and she scheduled to meet with me next week. This is proof never give up on a lead you have not reached, because you never know the circumstances. She apologized later in the conversation for never calling me back. I love this business of helping people, so never prejudge a lead. All leads need to be worked a lot to get an appointment and a sale. I don’t give them too much information in the first phone call, my goal is to get in front of them to close them. This is my style and my success story. The quality of the product is here at Benepath. Keep being persistent and you will start closing more leads.”

  • Dale W.

Send Personalized Emails

Email marketing tools are cost-effective and allow you to automatically send out many emails at once. You should be sending emails regularly, about one email per week. Remember, though, to put your leads’ names on each email so they feel like you are not sending out a mass email, but rather one that is directed to them. Sending personalized emails is one of the most effective ways to nurture your leads, as personalized messages get 4-10 times the response that mass emails get. Simply putting a lead’s name on your email will make them feel that you care, and that the message is coming from a friend as opposed to from a salesman.

Use Lead Scoring

robot with the words lead scoring next ti ut

Lead scoring is a method by which you rank prospects on a scale. The scale is based on the value each lead represents – you can assign numeric values to marketing automation platforms such as social media interactions. The best way to determine the urgency of follow-ups or the need to nurture is by determining if the lead is ready, willing, and able. For example, if a lead is able and willing, but not ready, then you need to create an urgency for them to commit, with a discount or promotion, for example. But if a lead is ready and willing, but unable, then nurture the lead until they are ready and able.

“Wanted you to know that when it comes to leads, I have my own ideas about what makes a lead a good lead. Top of my list: I want to get the prospect on the phone as soon as possible after the lead shows up. If that doesn’t happen my chances of success start to fade. When I call the leads from Benepath, people are there to pick up the phone. Sometimes, they are a bit surprised that someone actually called so fast, and they are real prospects. “Wow, I just did that seconds ago!” is common. Of course, sometimes they need to be touched later for follow up but the point is that I now have the expectation from the moment I get the lead that I will get the person.”

  • Kirby T.

When you work with Benepath, receiving reliable, exclusive leads is the easy part. We provide you with real-time leads through a secured process, and give you a customized thank you page so your leads will be ready for your call. This thank you page assures leads that they won’t be bounced around between agents, and gives them a feeling of connection with you right from the start. We offer the leads, and, while it is up to you to properly nurture the leads, we are behind you every step of the way. You’ll find, though, that our leads do not need much nurturing because they are ready to speak with you and buy your product! But if they do need some nurturing, then follow the effective ways mentioned above to seal the deal. To get more information, fill out the form below or call 866-368-0377.

What To Share On Social Media

Social media is an extremely powerful tool. In fact, consumers are 43% more likely to purchase a product when they learn about it through social media. But there is an art to social media, and if you want your business to benefit from using it, then you have to post great content. Providing the right kind of content on social media can win you customers, and get you referrals from people who like or share your content. The key to using social media effectively is to find every possible community online to promote your brand, and to know what kind of content to share (and when).

How To Do Itdifferent social media apps on a cell phone screen

Having a very visible online presence will allow people to see you as the go-to person to solve their insurance problems. Post content at least once a week, keep your posts short, and keep your tone consistent and from the heart. Check your phone when you can, and reply to comments, which will show customers that you are present and ready to help.

In order to make targeted content, start by identifying your ideal customers. The best way to do this is by considering some of your current favorite customers. Focus on their age, location, income, career, and interests, and use these attributes as your guide for creating your content. Consider their worries and questions about insurance, and focus on how your content can help them, or how it will make them see you as an authority in your field.

Give The People What They Wantwhite cell phone with a heart icon and comment icon

Once you have established your “ideal customer,” post about anything that is relevant to them. It could be anything from changes in the health insurance world to Medicare for All and what it would mean for them. Don’t just focus on insurance though; if you only talk about insurance, then you will end up boring people! Focus on things that are important to them, such as their home and family (if your ideal customer is a mom or dad in their 40s) or travel and making the most of your retirement (if your ideal customer is a Medicare beneficiary). Share things like healthy recipes (who doesn’t love food?!), fun activities to do with a family, or cool gadgets that make life simpler. Create content that is valuable, light, and witty.

Focus On Customers’ Emotional Needs

Ever heard of the reptilian brain? This is the more compulsive part of our brain, and the part that focuses on instinct and survival. Some people swear by tapping into this part of the brain as a way to sell their products. You can do this by speaking to your audience’s pain points as opposed to just listing the benefits of your product. Think about what is problematic or painful for them and then offer them a solution to their worries.picture of a white head with brain parts drawn on

This type of marketing technique works particularly well with selling insurance. You can use a prospective customer’s desire to protect their family and their possessions as a way to connect with them. An example of a post would be, “Worrying about a sports injury at your kid’s soccer game should be the last thing on your mind. Having the best insurance plan will put your mind at ease so you can just enjoy the game. To find a plan to meet your needs and budget, we’ve got you covered.” Don’t stoop to using fear as a tactic, instead try to make your posts compassionate and understanding.

Living in 2020 presents great opportunities to grow your business online, especially through the use of social media. Social media allows you to get your name out there and to show that you are the best at what you do. It helps you to quickly connect with people and encourages them to come to you for their insurance needs. As long as you promote the right kind of content, you will grow your customer base and increase your sales.

Email Signature Ideas That Work For You

How many emails do you send in a week? Most likely hundreds. While each email gives you the opportunity to market yourself, did you know that your email signature can do the same? An email signature is a great automated marketing tool that some agents overlook. Instead of simply signing your name, you could be grabbing your customers’ attention and getting the edge on your competition.

Your email signature should provide basic contact information, such as your name, position, company name, website and phone number. But to spice up your email signature, and to make it a more effective marketing tool, you can include:

caucasian hands typing on a laptop keyboard with Facebook pulled up.
Promote your business and grow your following on social media by adding links to your social media pages in your signature.

Social Media Links

Promote your business and grow your following on Facebook, Twitter, LinkedIn, and other platforms by adding links to your social media pages in your signature. Your social media pages give customers or prospects more information about your business and the products you offer, but they can also show them more of your personality and allow them to feel more connected to you. When adding links to these accounts, try to give your customers a reason to click on them and connect with you.

A Picture of Yourself

Including a picture of yourself in your email signature personalizes your message even more, and can further help to create personal connections with your customers. Everyone loves to put a face to a name!

Requests for Referrals

Don’t be shy about asking for referrals in your email signature. You can simply add a link to your website so people can refer a friend, or you can ask directly in your signature. Consider making a pitch like, “Do you have a friend who is looking to save money on their insurance? Forward this email (or my link) to them with your review of my services. Your friend will thank you for helping them find a great plan at a great price!”

Some Eye-Catching Info3 friends looking at a cellphone

Try inserting an interesting fact about the insurance industry to get people’s attention. Use stats like, “The average reputational harm claim is about $50,000, which could end your business. However, the average general liability policy will only cost you about $1 a day.” Adding facts like this make insurance you’re selling seem less complicated and like a great deal.

Suggestions for Customers to “Ask Me How”

Everyone loves the idea of putting money back into their pocket. Use an “ask me how” in your signature, such as “Ask me how I saved this business over $4,000 this year” or “Ask me how you can get covered for less than $1 a day.” This will make customers want to learn exactly how you worked that magic for others and whether you can do it for them as well.

man with an orange drink in one hand laughing while looking at his cell phone in another hand.
Showing you have a good sense of humor will make you seem genuine and trustworthy.

Your Sense of Humor

One thing to avoid adding to your signature: inspirational quotes. These just come off as pushy or boring. Try instead to add something funny. Showing you have a good sense of humor will make you seem genuine and trustworthy, and will win you more business than a whole book of inspirational quotes will.

Make sure to not overdo it! You can use one or some of these ideas, but using all of them will be too much and will end up making your email signature look cluttered. A jumble of text at the end of your email will turn off your recipients, but a clean design with text that jumps out at your customers is an excellent way to highlight you and your business.

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