Timothy SchuckerCo-Founder Advanced Agent Marketing

How To Use AI as a life insurance Agent

Name: How To Use AI as a life insurance Agent
Uploaded: 2023-08-10T17:03:01+00:00
Duration: 59 s
Channel: Timothy Schucker
Description: A short YouTube tutorial (by Timothy Schucker) advising life insurance agents how to use simple AI/automation tools—specifically a CRM, Zapier, and…

10 Aug 2023 · 1 min

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0:59

A short YouTube tutorial (by Timothy Schucker) advising life insurance agents how to use simple AI/automation tools—specifically a CRM, Zapier, and Handwritten service—to improve client retention and double referrals. The video outlines a concrete follow-up workflow: send two personalized handwritten cards after a sale (one immediately and one 60 days later), include a $10 Amazon gift card in the second, and invite referrals with a paid incentive. The speaker offers to produce a follow-up video with technical setup instructions on request.

Questions this video answers

Two

60 days after the sale

$10 Amazon gift card

Chapters

Here's how you can use AI and automation in your insurance business to keep more of your clients and double your referrals. You're going to need three things A CRM Zapier Handwritten Whenever you sell a policy, your client is going to get two handwritten cards. The first card is sent right after you sell the policy. Will say something to the effect of hey, Ms. Jones, it was a pleasure working with you and your family is very blessed to have someone who thinks about them like you do. The second card is going to be sent 60 days after you sell the policy. Also going to have a $10Amazon gift card inside. This one's going to say, hey Ms. Jones, just wanted to send you a surprise to brighten your day and let you know my appreciation of you for choosing me for your life insurance needs. Now, if you know anyone else that might need this kind of help, send them my way and I'll send you a gift card for every person that signs up. Now, if you want specifics on how to set this up, comment card down below and I'll make a video about it.