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Agent Focus
Achieving Your Financial and Personal Goals
July 2006 - Vol. 1, Issue 2
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Greetings!

Welcome to Emerging Insurance Brokerage's Agent Focus. We are very pleased to have this opportunity to share our products and services that are most benefiical to your success. Our focus is to help you achieve your financial and personal goals.

Mortgage Protection
A home is a place of safety and comfort, a place where loved ones can feel protected. The best way to really protect them is with Mortgage Protection. This product provides all the benefits necessary to keep a family secure in its home, with return of premium, disability income, waiver of unemployment provision, death benefit, and more.

If you have any clients that are homeowners, be sure to ask them if they are interested in a Mortgage Protection plan to safeguard their family home. Visit our website, www.EIBwebsite.com, for more information about this and other products and services we provide.
  • Be personal. Let your clients know that you care. Build a lasting relationship.
  • Question effectively. Find out what your clients are looking for and make appropriate recommendations.
  • Pay attention to what they are NOT saying. Be sensitive to your clients’ moods and body language.
  • Differentiate your product. Explain what you have that others don’t.
  • Sell benefits, not features. People want to know what your product can do for them.
  • Avoid sounding eager or pushy. Maintain a steady rate of speech in order to not appear desperate.
  • Silence is a virtue. Your silence will give the client time to address their needs and concerns, which in turn will help you sell your product.
  • Don’t oversell yourself. You might talk yourself out of closing a deal.
One of the most important aspects of a sale actually occurs after the sale itself: the follow up. Checking back with your clients to make sure that they are satisfied with their new policy is not only part of the total service you provide, but also a great way to ensure future sales. You owe it to your client who has just purchased an insurance policy with you to check back to make sure that the policy is working out for them.

Aside from this, following up can also generate future sales. If a client had a good experience with you, then that client will come back to you to purchase more insurance. Furthermore, they are far more likely to refer you to their friends and family, generating even more customers and revenue. Word of mouth is the most effective and inexpensive form of marketing.
“Your most unhappy customers are your greatest source of learning.” – Bill Gates

While we try our best, it is safe to say that we cannot please everybody. If you ever encounter an unsatisfied client, learn from your mistakes. Find out what did not work for your client and what you can do to improve it. This is when following up with your clients becomes an important and useful tool. Not only is this a chance to show that you are not just after their money, which might retain the client, but you can further identify your strengths and weaknesses to improve your skills as an agent.
Emerging Insurance Brokerage
 Emerging Insurance Brokerage
37371 Fremont Blvd Suite D, Fremont, CA 94536

Phone: 510-494-8960