All posts with the tag 'telemarketing'

4 Step Insurance Agency Marketing Plan (Graphic)

Insurance Agency Marketing Plan

Trucking Agency Webinar: Learn About Four Successful Appointment Setting Campaigns

Join us for this brief, complimentary web seminar. Our team of trucking agency marketing experts will review several successful appointment setting campaigns. The presentation will feature programs targeting owner operators, small fleets and large fleets. Topics include:

* Large fleet campaign yielding six figure commissions
* Small fleet program generating 5 appointments per week
* Owner operator cold calls creating 2-3 quotes per week
* Call pitch and script development and refinement
* Effective lead handling methodology

Date & Time: December 14th Noon ET

To Register: https://www1.gotomeeting.com/register/644614056

Reblog: Insurance Agency Telemarketing Sample Call Script (Agency Best Practices Blog)

Insurance Agency Telemarketing Sample Call Script

Posted on December 2nd, 2011 by John Scranton

What does your call script look like?  Does it include 2-3 key differentiators?  Does convey your value proposition quickly?  Do your callers even have a script to refer to?  Here is a sample script that our callers use when making calls to our insurance agency prospects.  See if you can quickly grasp the value message and the key differentiators.  Feel free to post any feedback as comments. [Read more...]

Insurance Agency Telemarketing & Appointment Setting Best Practices – 2 Minute Vlog Tutorial

Agency Web Marketing Methods to Build Producer Pipelines – Complimentary eBook

Insurance Agency MarketingJoin us for this brief, complimentary webinar. Our team of insurance agency marketing experts will review web based methods to build your pipeline and create opportunity for your producers.  We will also explain the Prospect Scorecard system to simply and easily track and qualify your pipeline opportunities.

Attendees will receive a complimentary copy of StartUpSelling’s new eBook, Insurance Agency Marketing 2.0, and a Prospect Scorecard designed for B2B agency producers.

Date & Time: November 16th at 1pm ET

https://www1.gotomeeting.com/register/224555905

Effective Appointment Setting and Lead Generation Methods Webinar Summary

Agenda

  • Lead Handling Process
  • Traditional Leads
  • Exclusive Data-Rich Leads
  • Callers, Profile & Pitch
  • Prospect Scorecard
  • Question & Answer Session
  • Lead Handling Process

A Good Lead is Only Good When Handled Correctly

Lead Handling Process

  • Formalize your process
  • Write it down
  • Email it to producers
  • Require they follow it
  • Calendars
  • Agency management system
  • Sample Process

Now Let’s Talk About Leads

  • Name:  Joe Smith
  • Company:  Smith Company
  • Carrier:  Travelers
  • Ex-Date:  Wasn’t sure – maybe 1/1
  • Meeting:  Call Tuesday at 11
  • Notes:  Nice guy

Traditional Leads

  • Pros:
    • We have a lead!
    • Contact info is confirmed
    • A prospect now knows your name
    • You know the carrier
  • Cons:
    • No background info
    • No process info
    • Calls do not stick

Exclusive Data Rich Leads

  • Onsite appointment with Joe Smith, EVP and Scott Jones, Safety Manager, for Friday 8/19/11 at 9:30 AM ET.
  • Telephone (123) 456-7890
  • Joe’s Email: joe.smith@yourprospect.com
  • Scott’s Email: scott.jones@yourprospect.com
  • Joe told us they are looking for insurance for their tractors. They have 26 tractors and 43 drivers – no owner operators. They carry high-value cargo and hazardous liquids nationwide.
  • Renewal is at the end of December. They are currently with XYZ Insurance and are willing to switch for a better program. Joe and Scott make the final decision on insurance and both will be at the meeting.

What’s the Difference? Information

What’s the Difference?

  • We know details about their business
  • We know who the carriers are
  • We know the renewal date
  • We know who the decision makers are
  • We know their process
  • We know they are willing to change

How?

  • Callers
  • Profile
  • Pitch

Question & Answer Session

Webinar Wednesday October 26th at Noon ET – Effective Appointment Setting & Lead Generation Methods

Join us for this brief, complimentary and educational web seminar.  We will review insurance agency lead generation and appointment setting campaigns, comparing the results of traditional programs with current innovative methods.  The variation in the exclusivity, data provided, and profile accuracy is often disparate, and agency principals, executives ad producers must understand this prior to engaging in a lead generation or appointment setting campaign.  Topics include:

* Comparing lead generation campaign results
* In-profile, data rich leads vs. traditional leads
* The value of exclusive leads and appointments
* Lead handling tools and methods for success
* Question and answer session

Date & Time: Wednesday October 26th at Noon ET

To Register: https://www1.gotomeeting.com/register/159965553

Webinar: How to Generate Agency Exclusive, Profile Specific Leads & Appointments

Join us for this brief, complimentary and educational web seminar.  We will review insurance agency lead generation and appointment setting campaigns, comparing the results of traditional programs with current innovative methods.  The variation in the exclusivity, data provided, and profile accuracy is often disparate, and agency principals, executives ad producers must understand this prior to engaging in a lead generation or appointment setting campaign.  Topics include:

* Comparing lead generation campaign results
* In-profile, data rich leads vs. traditional leads
* The value of exclusive leads and appointments
* Lead handling tools and methods for success
* Question and answer session

Date & Time: Wednesday October 26th at Noon ET

To Register: https://www1.gotomeeting.com/register/159965553

Webinar: How to Generate Exclusive, Data Rich, Profile Specific Leads & Appointments for Your Agency

Join us for this brief, complimentary and educational web seminar.  We will review insurance agency lead generation and appointment setting campaigns, comparing the results of traditional programs with current innovative methods.  The variation in the exclusivity, data provided, and profile accuracy is often disparate, and agency principals, executives ad producers must understand this prior to engaging in a lead generation or appointment setting campaign.  Topics include:

* Comparing lead generation campaign results
* In-profile, data rich leads vs. traditional leads
* The value of exclusive leads and appointments
* Lead handling tools and methods for success
* Question and answer session

Date & Time: Wednesday October 26th at Noon ET

To Register: https://www1.gotomeeting.com/register/159965553

 

The End of Summer & The Beginning of Sales

Each year on this day there are two clear signs that indicate the end of summer.  First, nobody is around the house.  My wife is a teacher, and she returns to work immediately after Labor Day.  Second, nobody is around town.  The primary tourist attraction in my community (Saratoga Race Course) concludes its annual program on Labor Day.  Its always a little surprising to instantly transition from a busy household in a buzzing community to a quiet home in a small town.

However, these changes in conditions are very good for business.  They also signify the end of vacations for many executives.  No longer working remotely or checking in from a hotel, prospects now become much easier to reach.  And whether we admit it or not, we are much more likely to make major purchase decisions from our office than from the beachfront condo.  So not only are prospects around, they are in the proper mindset to buy once the summer concludes.

To ride this wave of opportunity, I always increase my hours and outbound call volume in the first few weeks of September.  This also works well for agencies as you begin to prime the pump and touch prospects in advance of 1/1.  So here is to summer, I hope everyone enjoyed themselves.  Now its time to rejuvenate your pipeline and finish the year strong.  Happy selling!