Agents for Life!

#040 (sales): Your First Appointment


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The biggest question new agents have is, "How do I run an appointment?" And it's a great question. One that you likely won't answer until you've gotten through ten or 20 appointments of your own. It may seem intimidating, but don't worry- the worst you can do is botch it and end up not writing a policy. But you didn't have one anyway, so you're right where you were before you knocked on the door.

But we do want to give you the best odds for success. So to keep it simple, follow a few principles and guidelines and you'll do just fine. This podcast isn't meant to replace what Eric Valdez and Bill Martin have already so eloquently put together. Instead, this podcast teaches you about the basic tools you should have and also the principles you should follow from the time you enter the home.

Most importantly, just relax and have fun. These are real people and aren't expecting perfection. They'll mirror the energy you put out, so laugh and enjoy your time together. You may just botch it up and still make a sale! I've done that many times myself.

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

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Agents for Life!By Matthew Wilson, Agent for Life

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