STEADY FLOW OF QUALITY LEADS Commercial Insurance Lead/Sales Funnel
Social Media LinkedIn Prospect Lists
Website Landing Page
Prospect Relationship Building
2
Identify Prospect Pain Point
3
Meet Face to Face NOT a Sales Call
4
Offer Your Insight
5
Prospect Insurance Presentation
6
Close the Sale
7
The Lead/Sales Funnel Process Your commercial insurance sales
Building Relationship with Client: Regular communication and advice to
nurture the relationship. Offer Your Solution: Proposal of a tailored insurance solution addressing client's needs. Close the Sale: Closing the deal with contract signing, paperwork processing, and policy setup. This sales funnel is a strategic and customer centric approach to turn prospects into clients. It's important to remain flexible throughout the process as clients may need to cycle through some steps multiple times before committing to a purchase.
funnel is a process designed to attract potential clients and guide them through the journey of becoming a policyholder. Landing Page: Initial contact point capturing client information and outlining services. Customer Connection Video: Video showcasing team, expertise, and benefits of your services. Follow-Up Call: Prompt engagement to answer queries and gather more client-specific data. Face to Face Meeting: Start to develop a deeper relationship to understand client's needs and start a personal relationship.
Sales Generation 9
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