Submit to Bind Jordan Draper

Being able to recall information from a previous conversation with your client and being able to follow up with them about their needs is what making your client the Hero is all about. In this episode we talk about taking Heroic Notes and how to keep track of that information.

In Pt. 1 we talked about why everyone needs an umbrella and in this episode we go into how to sell an umbrella. I tell you exactly the words you need to say to open your clients and prospects eyes.

Every single one of your clients has liability risks that exceed their policy limit. We should be offering an umbrella to every client. Here are some reasons why. We will talk about how later.

Mindset is the "why" we do things. Why do you want to be in sales or insurance for that matter. Is it just the money or is there another reason. Does meeting the clients needs get you going in the morning?

In this episode we go over examples of how to present a quote live. We also discuss te importance of you presenting a quote instead of telling them your prospect the highlights.

Letting your prospect know what to expect helps take their guard down because they don't understand why you are asking the questions you are. Once you tell them what you are going to do with the information you are asking for and ultimatly benefit them by giving them the best coverage for the best price you will be able to ask more open ended questions and get better responses.