Short YouTube tutorial by Timothy Schucker outlining three practical tactics to sell insurance when you have no leads: 1) "Low hanging fruit" — revisit declined or charged-back applications and resubmit them using an underwriting-matching tool; 2) "Referral Reservoir" — run a client satisfaction survey to solicit referrals; 3) "Network Effect" — post to social media and sell to your warm market. The video closes with a CTA to comment for a deeper breakdown.
Chapters
Here's how you can sell insurance with no leads. The first step is called low hanging fruit. You're going to go back on all of your policies that either charged back or got declined in the application process and call all of those people up. You're going to rewrite all of the declined applications using an underwriting tool that will automatically match them with the best carrier that will accept them. Now step two is called the Referral Reservoir. With this you're going to go back on all of your existing clients and conduct a client satisfaction survey. You're going to going to ask a couple questions like this. So how satisfied are you with the coverage that you receive? On a scale of 1 to 10, how likely would you be to recommend me to one of your friends? And the third is called the network effect. You're going to sell to your warm market. Make a post to social media explaining that you just got a new career in life insurance and to DM you if they or anyone they know needs help with insurance. Comment strategy below this video and I'll make a full breakdown going more in depth on how this strategy works.
