This tactic is really pretty simple: increase your activity. I’ve talked about activity before in this newsletter, but I think it bears repeating. Activity is the lifeblood of sales.
You as a sales professional must constantly look for a way to get in front of people. With tax season upon us, there will be extra money out there, so now is a perfect time for sales.
The activity idea for today is adding a contingent beneficiary to all of your existing policyholders. Not only is this good activity for you, it is also very helpful to your policyholder. It could keep the proceeds from going into an estate and being tied up for a long time.
If you work all of your clients and want more activity, ask your manager to go into lead hub and assign you some leads. Don’t forget, we are also in the middle of our fast start bonus! Let’s get busy.
Thanks for all you do, and good luck!
Larry Burton, Regional Sales Manager