Want to skip over mistakes and start selling insurance like a pro? These tips will put you on the right path!
You’ve tossed around the idea of insurance sales long enough. You know you’re good with people. You know how to present yourself. And the “entrepreneur” aspect of building clientele and referral networks excites you. And let’s be real: there’s a lot of money-making potential for selling insurance today.
So what’s your first step to the next level? Thankfully, selling insurance isn’t a heart-aching struggle. You won’t receive the same pushback as a struggling actor in Hollywood.
That said, there are smart ways to start your career.
4 Tips to get started with selling insurance
1. Offer to buy a coffee for an established agent
Do you want to get first-hand feedback from a real insurance professional? Then go out there and ask!
Connect with a few insurance agents on LinkedIn or Facebook. Send a short, private message that details your interest in their work. Ask if they’d be willing to have lunch with you and answer a few questions.
(If you’re really eager, you can practice your cold calling skills and call up an agent directly)
Insurance agents are busy people, so don’t expect everyone to jump at your offer. But it’s likely that a few will at least show interest. Plus, doing this exercise will help you learn how to pitch prospects!
As a starting point, you can use this template:
“Hi <first name>,
I see on your profile that you’ve been an insurance professional for X years. <Business name> is a reputable company!
I’m also interested in becoming an insurance agent. I was wondering if I could get your opinion on starting out? I’m trying to figure out how to <specific task you want to accomplish> and your feedback would be very appreciated.
I know you’re a busy person, but if you could squeeze in 30mins for a quick chat, I’d love to buy you a coffee sometime.
Hope to hear from you!
<Your first and last name>”
2. Follow the leader: connect with big names and absorb their knowledge
Move from local experts into the big leagues. Find the people or organizations that specialize in selling insurance. Read their materials. Absorb their knowledge.
If you’re serious about becoming an insurance agent and want to triple the number of sales calls you make in an hour, give Call Logic a try. Sign up for our free trial now!
There are plenty of resources available for the would-be insurance agent. And we’re not talking about books on “succeeding in sales.” Be more specific with your research.
Look for authors that specialize in exactly what you want to do. Or as closely related as possible.
A few books you might want to pick up:
- So You Want To Be An Insurance Agent (3rd edition) by Jeff Hastings
- Secrets of Successful Insurance Sales by Jack Kinder, Jr.
- Understanding the Insurance Industry by A.M. Company (This book is unique because it details the history and current-day application of the insurance industry. If you want to know if selling insurance interests you or not, learn about how it works first!)
3. Listen to insurance podcasts and learn what’s happening out there
Podcasts are a fantastic way to absorb news and get acquainted with industry lingo. Some podcasts focus on selling insurance; others are news-type broadcasts. Try a few and see if any of the stories or interviews offer advice for getting started.
- Agency Nation Radio is top resource for learning how to scale your business and attract high-quality clients.
- Connected Insurance Podcast hosts many industry leaders—you’ll hear from keynote speakers, authors and C-level executives on various insurance topics.
- Denim Rivet focuses their content on innovation and marketing. Listen in to hear about cutting edge insurance news, and proven ways to market your business in the digital age.
4. Scale Your Efforts with the Right Tools
The strategies above—building relationships, staying consistent, and refining your process—are essential. But to truly grow, you need the right tools supporting your efforts.
There’s only so much you can do manually.
That’s why successful agents focus on building a system that includes a strong CRM, reliable lead sources, and an auto dialer for insurance agents to tie it all together.
Build a System That Works for You
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Start with Quality Lead Sources
Consistent, high-quality leads are the foundation of any successful sales process. -
Use a CRM to Stay Organized
A good CRM helps you track conversations, manage follow-ups, and keep your pipeline moving. -
Leverage an Auto Dialer for Insurance Agents
Instead of wasting time dialing and waiting, an auto dialer keeps you moving from one conversation to the next—helping you increase contact rates and stay efficient.
Turn Activity Into Growth
When your lead flow, CRM, and dialing system are working together, everything becomes more streamlined.
You spend less time managing the process—and more time having meaningful conversations, building relationships, and closing business.
If you’re serious about becoming an insurance agent and want to triple the number of sales calls you make in an hour, give Call Logic a try. Sign up for our free trial now!
