Agent Survival Guide Podcast

5 Tips on How to Sell Insurance Over the Phone

May 26, 2020

 

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Ready to improve your over-the-phone selling skills? In this episode, we cover the best practices to use when you’re talking insurance with clients on the phone.

 

Read the text version.

 

Mentioned in this episode:

 

Building Client Loyalty: More than Just a Plan

How Client Retention Boosts Insurance Sales

How to Write a Medicare Supplement Call Script That Really Works

Learn More About Medicareful

Online Contracting with Ritter Insurance Marketing

Ritter’s Fact-Finder

Ritter’s Medicare Quote Engine

The Ritter Platform

The Survivor’s AEP Checklist

 

More episodes you’ll like:

 

May 22, 2020 | The Friday Five

The Friday Five for May 22, 2020: PA Insurance Department Notice 2020-14 and related COVID-19 Guidance and Orders; Kaiser Family Foundation 2020 Medicare Advantage Fact Sheet; Dental Visits During COVID-19 Pandemic; Vault Health and hims & hers offer at-home coronavirus test kits; and Joe Rogan Experience and Spotify.

Helping Your Clients Find Their Medicare Beneficiary Identifier (MBI)

Need to help a client look up their Medicare Beneficiary Identifier? What can you do now that the lookup feature on MyMedicare.gov has been phased out? We've got four ways insurance agents can help their Medicare clients in this episode of the ASG Podcast.

The Best Software for Tracking Your Medicare Commissions

How do you track your Medicare commissions? Want a better solution? Listen to this episode of our ASG Podcast for suggestions on tracking (and troubleshooting!) your hard-earned insurance commissions.

 

The latest from Ritter’s Blog:

 

A Review of the Top Medicare Quote Engines for Insurance Agents

An agent selling Medicare products is only as good as the Medicare quoting tool they’re using. We’re looking at agents’ top options for fast and reliable Medicare quoting software and what makes them so special.

Ritter Can Help You Stay in Touch with Your Clients

In any type of business, client retention is just as important as taking on new clients. In the insurance world, once a sale is closed, your duty as an agent isn’t over.

Working with New Medicare Clients in Poor Health

When you meet with a new Medicare client who has a serious health condition or a hefty prescription drug history, flexible coverage is key for your client’s health and your book of business.

 

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