Selling insurance is not as easy as you might think. To master this art, you need different skills, techniques, and deep knowledge of insurance. However, we want you to become an expert. That is why in this article, we will give you the tips that will lead you to success as an insurance policy agent.

When you are an insurance policy agent, you sell something intangible, which is certainly not an easy task. So you need to master specific skills, knowledge, and techniques that will allow you to take the lead. Among them, we have:

Make use of magazines or informational brochures

This is a perfect option. As mentioned before, you are selling an intangible product, so having a back-up of the information in brochures, institutional magazines, or any other programs will give more strength to your sales pitch. Having a physical material of what you are saying will turn what seems intangible into something tangible. When this happens, the customer has more confidence in what is being offered so that the sales process will be much easier. 

Considering this, the recommendation is that you always have informative material, which is of good quality in terms of information. Therefore, this material should never be missing in your facilities. 

To be an insurance policy agent, you have to know about the industry

This point is essential. To be an insurance policy agent, you must be an expert on the subject. This will be transformed into the client’s trust in the insurance company and in the agent.

All the doubts that the client has must be answered, but not only this. They must be answered concisely and transparently. If the insurance policy agent rambles a lot, the client will lose confidence because they perceive doubts. This could only cause the sale will not to be closed.

Be aware of your competition and get to know them

If you are an insurance policy agent and represent a different insurance business, you should always look for the client’s best option. Why? The answer is simple. That satisfied client will lead you to other potential clients, as well as a future renewal. If everything went well during the first sale, there would be a high probability that the client will return to you.

If you only work for one insurance company, you must make sure that it is very competitive so that you are not left out of the market. For this reason, you have to believe faithfully in it and in the quality it has.

Transmits a professional image

Another significant point for an insurance policy agent is the clothes they wear. Dressing in a way that conveys a professional image, clients will take you seriously because they will have more confidence in you, just because of the way you dress. You probably already know this.

Seeing yourself in good shape will help you in the image that others have of you and the image you have of yourself, which will give you more security. And if you have the latter, there will be no obstacle that will prevent you from achieving success.

Keep up to date in your social networks

Nowadays, it is necessary to have social profiles that allow you to communicate effectively the services you offer and enhance the possibilities of attracting customers. Therefore, it is essential not only to keep up to date in your social networks but also provide useful content according to your objectives.

Avoid using colloquial or juvenile language

Your customer base can grow exponentially by applying the right strategies, so we recommend reading the article How to develop your insurance agency with social networks (link to Legencys) to be aware of what you should do in this area.

Part of being an insurance policy agent is to be trusted by your clients. That’s why you need to be careful how you communicate. You never want your clients to take you as an unserious agent, which is precisely why you should avoid using colloquial or juvenile language.

Remember that you are selling, so when you do it professionally and indeed, you will get closer to your customer, you will make him trust you and be in the right direction to success.

Look for a common interest or common ground

When you are looking to build trust with your client, you can use the common ground or interest they share. It doesn’t matter how old they are; you can always find something they share. It’s up to you to look for that common point; maybe it’s that they grew up in the same country as you, a sport, etc.

You can do this through questions; you can focus on those points that are common. This breaks the ice and generates more receptivity to what you have to offer. This way, it will be easier to connect with the potential customer and create a sale.

Take into account the experience of your coworkers

With the massification of technology in which we live, it is common to believe that you know everything. And this is not entirely true; when you are an insurance policy agent, you must consider your coworkers’ experience. On many occasions, putting into practice some advice they give you will put you at an advantage because you will be preparing yourself for the situation you may face.

Keep up the enthusiasm

As an insurance policy agent, you must connect with your clients; you can do it enthusiastically, more so if you are a young insurance professional, but be careful, do it in a way that you don’t look out of place.

Probably, the clients will like the energy you convey and will sign the insurance contract.

Know the markets

When it comes to being in contact with professional and mature clients, it’s best to consider the stock markets. It’s not about being an expert here, just knowing enough to ask questions that won’t leave you looking ignorant. To determine these topics, you must know your client well, what they do, and their tastes. Remember that what you are looking for is to generate trust and a bond.

Listen to yourself

As an insurance policy agent, you most likely spend a lot of time on the phone. So a good tip is to record yourself talking to potential clients. This will help you identify if you are speaking confidently or what weaknesses you need to work on.

Following this advice will make you more self-aware and help you take a step closer to the insurance agent you want to be.

Sell insurance to other young people

If you are a youth insurance policy agent, you can reach out to clients in your age range. Many young people need advice, and you can provide it to each of them.

As a young person, you have a way to go, because they will connect with you more easily.

Final Tip

Keep in mind that the best option for you, as an insurance policy agent, is to represent an insurance company that is well known and has the right image in the market. This will help you to boost your sales. You must have that backing when selling. Make sure you also speak the truth, do not sell false ideas to your clients; if you do, your reputation will be in danger, and failure will be resounding.