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We run Virtual appointments using Whereby to get our clients on video.
The box below shows the structure/flow for Virtual appointments.
(refer to Step 6 for Setting Appointments)
Virtual Appointment Structure/Flow
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Call Client
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Verify Info on Lead Sheet
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Verify Your Credentials by Sending Email to Client
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Build Rapport
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Complete Needs Analysis
(text it to your manager) -
Run Quotes & Present Pricing
(based on product recommendation from your Manager) -
Close the Sale & Complete E-App
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When you are on the call with your client, you will complete the Needs Analysis and then take a photo of the Needs Analysis and text the photo to your manager.
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Your Manager will text you back a product to quote, such as "Mutual of Omaha Term Life Express".
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You are responsible to run the quotes (refer to Step 4 for quoters).
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You need to stay on the call with your client. Do not hang up and call your client back.
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Presenting the Pricing: Ask your client to write down the 3 options. Provide your clients with the prices similar to the sample above called "How to Present Pricing to Client"
Verifying your credentials with your client:
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At the beginning of your call with your client, you need to verify your credentials.
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TEXT your client your credentials. You can also email your credentials if client doesn't want text.
Credentials to Text
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Your Insurance License (photo)
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Your Drivers License (photo)
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Insurance License Look-Up Link
Needs Analysis Training
Watch the video below for training on how to complete the Needs Analysis
In-Person/Face-to-Face Presentation by M. Gibbons
How to use the Sales Tools by Nick Theodore
Play Video
Living Benefits video
Living Benefits Video
Play Video
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