February 13, 2014

Extracting Value From Your Book Of Life Insurance Clients

32 minutes

This week, we’ll be talking about every life insurance agent’s greatest asset; their book of business. I’ve invited Lee Martinez on to the podcast to share some very actionable tips and advice on how to manage your clients.

Lee has is a wealth of information on re-writing terms and generating real, organic referral business . In today’s episode, you’ll hear some of the best strategies for creating new business from your existing client list.

People in the episode:

Jeff Root: [email protected]

Lee Martinez: LinkedIN

Mention on this episode:

Independent Life Insurance Agent Association

Radius CRM

EZlifesales

Recent Action in the Sell Term Life Community:

The major discussions in the Sell Term Life Community this week can teach you:

Our bragging thread had a ton of activity, as several of our agents had outstanding, one-of-a-kind success stories this week. The cool thing is that they were all from self-generated internet life insurance leads.

Some insider information leaked on a non-med life insurance company that is about to release a product with an online application and instant decision on Monday. They are teasing the release, but we have the inside scoop on it, and it is going to be huge.

There was a conversation started by Chris from ELifetools.com about non-organic lead generation, including Facebook ads. Some very valuable information was shared, including an example of a life insurance landing page that’s converting at 45% on paid traffic.

Learn how you can get access to these discussions, a powerful community of like-minded life insurance agents, and much much more by visiting the SellTermLife Community.

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This podcast was edited and produced by Authority Engine. Learn more at AuthorityEngine.com.

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By Jeff Root: Location Independent Life Insurance Salesman

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