Selling tools Insurance Agents want

Happy New Year 2014 and may all good things finally come your way! That’s what little wishes I could afford bringing to all my readers as of now. …

Over the last three years or so I think I had spent enough time talking to insurance agents about their selling and prospecting requirements that I can now talk with abit more authority on the subject of how insurance agents could possibly acquire a much higher competitive advantage in the post-liberalisation (some call this the detarification stages post 2016) era. At least from the perspective of how best taking advantage of the Internet platform.

Not to deviate…. but there is a need to do a refresh that the last 20 years I’ve focused on finding products that agents can sell to their prospects and clients and also on finding products including services that can help them improve their business….

I somehow got (over the last three years or so) to the point that agents are not interested in just products or product packaging that insurance companies could provide to them to sell; there is no shortage in new products or packaging of products including services that are available in the market, and certainty not when agents are allowed to represent two principals….

The insurance agents are actually interested (consciously or unconsciously) to acquire important marketing/selling tools as in a toolbox, i.e., a comprehensive dashboard to enable agents to drive their selling activities to a new frontier by certain established steps but definitely simple ones with press of a few buttons; of course, doing it at low cost, i.e., not more than MYR0.75 cents a day an insurance agent gets the following….

#1 – The ability to send up to 500 emails per month.
#2 – An autoresponder that they can customize with a sequence of up to 20 messages.
#3 – The ability to host a webinar with up to 100 attendees.
#4 – A conference call “room” that they can use to host up to 100 people on a telephone broadcast.
#5 – A great discount for some telephone automation tools for insurance agents.
#6 – Notepad templates for agent to write their thoughts as well as feature to email the notes at a later date.
#7 – A special payment module where the agent can send a “pay-to-link” via email for customers to click into, to confirm the coverage details already key-in by the agent earlier before making the payment by credit card.

When the above are added or put together, the values that bring to the average “internet illiterate” insurance agents, become extraordinary, not just from their work perspective but also making their customers more efficient making transactions.

Do you agree, especially if you are an insurance agent? Let me know your thoughts in the comment column below. …

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4 comments for “Selling tools Insurance Agents want

  1. Anonymous
    April 16, 2014 at 06:10

    May I know what system is available for this? My budget is a mere RM150 a month.

    • April 16, 2014 at 23:52

      Try mailchimp, aweber or constant contact. … If you are more techie you may want to explore google apps

  2. Wong
    January 13, 2014 at 09:59

    paper n pen, still my favourite. slow but steady.

    • January 13, 2014 at 11:26

      I suppose pen & paper are still good but there is a need to change with time. One of the most important thing is about automating the process unless this has to do with providing technical advice to the insured. Automation is important in areas like advising policyholders of industry changes, practice circulars, Statement, etc. – in this case, automated emails help. I am sure automating CNY wishes digitally is efficient. Checking for customers details 24/7 is important and customers can likewise check them on their own. …

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