FFL VIRTUAL SALES TRAINING
YOUR RESOURCE CENTER
LET'S GET STARTED...
1. Create Your PhoneBurner Account: HERE
- A Power Dialing Software
2. Create Your Calendly Account: HERE
- An Appointment Scheduling Software
3. Create Your Zoom Account: HERE
- A Video Conferencing Software
4. Create Your Zeepo Account: HERE
- All-In-One Virtual Sales Platform
5.Create Your Insurance Tool Kit: HERE
- Fast Quoting Tool Based On FFL Carriers
- Use Code "FFL15" For Preferred Pricing
- Watch The Demo Video: HERE
WATCH PHONEBURNER OVERVIEW
TWO WAYS TO APPROACH VIRTUAL SALES:
TELESALES:
Conducting the entire presentation and application process via phone
- Target Client: Older Demographic Who Prefer A Simpler Presentation Method
ZOOM SALES:
A face-to-face virtual meeting using a PowerPoint via Zoom
- Target Client: Younger Demographic Who Are Technologically Savvy
WATCH: HOW TO SELL TELESALES
INSURANCE TELESALES MADE SIMPLE
Training for the newest agent to get started with Telesales.
INSURANCE TELESALES MASTERCLASS
Complete Telesales training covering lead flow, structure, scripts, objections, and sales.
Download these telesales scripts
Download these scripts, study them, practice them, and stick to them to successfully sell insurance over the phone
SELLING INSURANCE
VIA TELESALES
The secrets to successfully selling
insurance over the phone only.
THE BEST TELESALES PRESENTATION
The complete phone script and sales presentation for Telesales.
WATCH: SELL WITH ONE-CALL-CLOSES
ONE-CALL-CLOSE BEGINNER'S GUIDE
Training for the newest agent to succeed at one-call-close insurance sales.
ONE-CALL-CLOSE SCHEDULE & STRUCTURE
The one-call-close schedule and structure of a Top Producer.
A-Z BREAKDOWN OF ONE-CALL-CLOSES
Complete One-Call-Close training, from buying leads to securing the sale.
HITTING HOF WITH ONE-CALL-CLOSES
How to protect over 400 families per year personally with one-call-closes.
Download these SUPPORTING MATERIALS
Download these resources to help to increase your credibility and reduce sales pressure over the phone
WATCH: SELLING LIVE TRANSFER LEADS
How To Sell Insurance With Live Transfers
Learn how to build trust and run an appointment start to finish over the phone.
TRANSITIONING FROM IN-HOME SALES TO LIVE TRANSFER SALES
overcoming live transfers objections
Learn how to open the call to properly set expectations and close the sale.
NOW DOWNLOAD THESE LIVE TRANSFER LEAD MATERIALS:
Learn how to best transition from selling in person to selling live transfers.
THE SECRET: Control, Control, Control
TELESALES DIAL DAY CHECKLIST
BE PREPARED FOR YOUR DIALS...
If you call when people are typically home (8:00AM - 10:00AM & 4:00PM - 10:00PM) you can book more Immediate appointments or Same Day appointments.
1. CALL AT PRIME TIMES -
2. SET IMMEDIATE APPTS -
Average show ratios for Immediate Appts - 100%, Same Day Appts - 60%, Next Day Appt - 30%, Two Days or Later - less than 7%.
3. USE A CALENDLY ACCOUNT -
Organize your appointment schedule and send your clients text reminders 6 hours before, 1 hour before, and 5 minutes before scheduled appointment time.
WATCH: HOW TO SELL VIA ZOOM
SELLING INSURANCE VIA ZOOM
The complete phone script and
presentation for online Zoom sales.
SELLING INSURANCE VIA ZOOM
Things to consider when selling insurance via Zoom, as opposed to face-to-face.
Download these ZOOM SCRIPTS
Download these scripts, study them, practice them, and stick to them to successfully sell insurance over zoom
IN-HOME AND VIRTUAL HYBRID METHOD
next...
The Key To Hybrid Success:
The way you schedule your appointments is everything!
- For Field Days: Book at least 15 appointments for the next 2 days
- For Virtual Days: Every day is dial day
SELLING INSURANCE VIA HYBRID METHOD
The structure to selling insurance when running both in the field and virtually.
VIRTUAL SALES CHECKLIST
BE PREPARED FOR YOUR APPOINTMENTS...
2. HAVE THE PRESENTATION READY -
Have your Zoom Account, your Insurance Tool Kit, and your PowerPoint pulled up and ready to present.
1. SEND CLIENT A TEXT REMINDER -
Send your client a reminder text with your name, a picture of your insurance license or badge, and the appointment time.
3. IMMEDIATELY SET THE TABLE -
Take control from the beginning by demanding that the client has their TV off and their camera on during the duration of the appointment.
4. MAINTAIN CLIENT ENGAGEMENT -
Keep your client focused on the presentation by asking a lot of questions. The goal is to have them talking more than you.
5. USE ONLY A COMPUTER OR TABLET -
A phone screen is not large enough for them to see everything you will be showing them. Plus, it eliminates any added distractions.
KEY POINT: More Reminders and Increased Professionalism Decreases No-Shows
GET SETUP FOR VIRTUAL SUCCESS
THE NEXT STEP... BUY LEADS
You Will Need 2x As Many Leads When Selling Virtual vs. Selling In-Home
Simple Lead Strategy: Buy 100 Instant Internet Leads From The FFL CRM, Dial Them With PhoneBurner, and Present Virtually With Zoom or Over The Phone
Instant Internet Leads
$11.00 / Lead
Works Great With PhoneBurner
$500 Minimum
$8-$15 Per Lead
Use FFL19 To Get 33% Off Discount
Live Transfers
Lead Must Answer "Yes" To "Are You Ready To Speak With An Agent To Put A Policy In Place?"
Live Transfer Program
20% Sign Up Bonus Credit
To Place Your Order, Contact Leslie McKenzie At lmckenzie@datalot.com
IUL Exclusive
Use Code: FFL for 10% Off
If you don't have leads, you are out of business.
BEST PRODUCTS FOR VIRTUAL SALES
FOR TERM
FOR WHOLE LIFE
45 OR YOUNGER:
AMERICO CBO 100
- Most Benefits, Higher Premium, Instant Decision, No Admin Work Needed -
45 OR OLDER:
JOHN HANCOCK
- Instant Approval, No Signature Required, No Admin Work Needed -
FINAL EXPENSE:
AETNA
- Fast E-App, Instant Decision,
No Admin Work Needed -
MORTGAGE PROTECTION:
AMERICAN AMICABLE
- Fast E-App, Comprehensive,
Easy For The Client -
BONUS ADD ON
OFFER TO EVERYONE AS AN ADD ON:
MUTUAL OF OMAHA
ACD $500,000
- Quick Application, One Signature, Affordable -
These products offer the simplest application and signature process for clients.
REMEMBER: When Value Exceeds Price, People Buy
HOW TO figure out what to write
DOWNLOAD THESE CHEAT SHEETS TO HELP YOU DETERMINE WHAT PRODUCTS TO WRITE ACCORDING TO YOUR CLIENT SITUATION:
FOR MORE VIRTUAL TRAINING...
SUBSCRIBE TO:
TUNE INTO:
FFL Corporate Weekly TNL Call: HERE
- Every Friday At 8AM PT / 11AM ET
