FFL VIRTUAL SALES TRAINING

START HERE

PREPARE YOURSELF FOR VIRTUAL SUCCESS

This page is going to be an invaluable resource for you to learn how to sell insurance from anywhere in the country.  Get ready to develop the skills to succeed in virtual sales - everything from lead strategy, to phone scripts, meeting structure, and cementing the sale. You can do this!

TWO WAYS TO APPROACH VIRTUAL SALES:

1. ZOOM SALES:
A face-to-face virtual meeting using a PowerPoint via Zoom
- Target Client: Younger Demographic Who Are Technologically Savvy

2. TELESALES
Conducting the entire presentation and application process via phone
- Target Client: Older Demographic Who Prefer A Simpler Presentation Method

 

WATCH THESE HOW TO VIDEOS

SELLING INSURANCE
VIA ZOOM

The complete phone script and presentation for online Zoom sales

SELLING INSURANCE
VIA TELESALES

The secrets to successfully selling insurance over the phone only.

SELLING INSURANCE
VIA ZOOM

Things to consider when selling insurance via Zoom,
as opposed to face-to-face.

SELLING INSURANCE
VIA TELESALES

The complete phone script and sales presentation for Telesales.
 

IN-HOME AND VIRTUAL HYBRID METHOD

SELLING INSURANCE VIA
HYBRID METHOD

The structure to selling insurance when running both in the field and virtually.

THE KEY TO HYBRID SUCCESS

The way you schedule your appointments is everything!   
For Field Days: Book at least 15 appointments for the next 2 days
For Virtual Days: Every day is dial day

GET SET UP FOR VIRTUAL SUCCESS

1. Create a PhoneBurner Account: Here
- A power dialing software

2. Create your Calendly Account:
Here
-An appointment scheduling software

3.Create your Zoom Account:
Here
- A video conferencing software

4. Create your Insurance Tool Kit:
Here
- Fast quoting tool based on FFL's carriers.
-Use code "FFL15" for 15% off your subscription
-Watch the Demo Video :
Here

WATCH PHONEBURNER OVERVIEW

BUY LEADS

You Will Need 2x As Many Leads When Selling Virtual vs. Selling In-Home

Simple Lead Strategy: Buy 100 Instant Internet Leads From The FFL CRM, Dial Them With PhoneBurner, and Present Virtually With Zoom or Over The Phone 

Instant Internet Leads

$11.00 / Lead

Works Great With PhoneBurner

Live Transfers

Select "Family First Life" As Your Primary

Company When Setting Up Account

Build A Personal Lead Funnel

For Direct Set Appointments And Bookings 

$500 Initial Deposit Price Match For FFL Agents - Contact Anthony To Order At
781-995-8049

Live Transfers
Lead Must Answer "Yes" To "Are You Ready To Speak With An Agent To Put A Policy In Place?"

Live Transfer Program
20% Sign Up Bonus Credit
To Place Your Order, Contact Leslie McKenzie
At lmckenzie@datalot.com

PHONE SCRIPTS FOR VIRTUAL SALES

DIAL DAY CHECKLIST

Be prepared for your dials...

1. CALL AT PRIME TIMES
   - IF YOU CALL WHEN PEOPLE ARE TYPICALLY HOME (8 AM - 10 AM & 4 PM - 10 PM) YOU CAN BOOK MORE           IMMEDIATE APPOINTMENTS OR SAME-DAY APPOINTMENTS.

2. SET IMMEDIATE APPTS
- AVERAGE SHOW RATIOS FOR IMMEDIATE APPTS = 100%, SAME DAY APPTS - 60%, NEXT DAY APPT - 30%, 
   TWO DAYS OR LATER - LESS THAN 7%.

3. USE A CALENDLY ACCOUNT
- ORGANIZE YOUR APPOINTMENT SCHEDULE AND SEND YOUR CLIENTS TEXT REMINDERS 6 HOURS BEFORE,
HOUR BEFORE, AND 5 MINUTES BEFORE SCHEDULED APPOINTMENT TIME.

Download these scripts, study them, practice them, and stick to them to successfully set your virtual appointments.

THE SECRET: CONTROL, CONTROL, CONTROL

FOR ZOOM SALES

FOR TELE SALES

VIRTUAL SALES PRESENTATIONS

PRESENTATION CHECKLIST

Be prepared for your appointments...

1. SEND CLIENT A TEXT REMINDER -
SEND YOUR CLIENT A REMINDER TEXT WITH YOUR NAME, A PICTURE OF YOUR INSURANCE LICENSE OR                  BADGE, AND THE APPOINTMENT TIME.

2. HAVE THE PRESENTATION READY - 
HAVE YOUR ZOOM ACCOUNT, YOUR INSURANCE TOOL KIT, AND YOUR POWERPOINT PULLED UP AND                  READY TO PRESENT.

3.  IMMEDIATELY SET THE TABLE - 
TAKE CONTROL FROM THE BEGINNING BY DEMANDING THAT THE CLIENT HAS THEIR TV OFF AND THEIR                   CAMERA ON DURING THE DURATION OF THE APPOINTMENT.

4.  MAINTAIN CLIENT ENGAGEMENT - 
KEEP YOUR CLIENT FOCUSED ON THE PRESENTATION BY ASKING A LOT OF QUESTIONS. THE GOAL IS TO HAVE       THEM TALKING MORE THAN YOU.

5.  USE ONLY A COMPUTER OR TABLET - 
A PHONE SCREEN IS NOT LARGE ENOUGH FOR THEM TO SEE EVERYTHING YOU WILL BE SHOWING THEM.                PLUS, IT ELIMINATES ANY ADDED DISTRACTIONS.

Download these presentations and resources to add credibility and validity to your virtual sales presentation.

KEY POINT: More Reminders and Increased Professionalism Decreases No-Shows

FOR ZOOM SALES

FOR TELE SALES

BEST PRODUCTS FOR VIRTUAL SALES

These products offer the simplest application and signature process for clients. 

FOR TERM

45 OR YOUNGER

AMERICO CBO 100
- Most Benefits, Higher Premium, Instant Decision, No Admin Work Needed 

45 OR OLDER

JOHN HANCOCK

Instant Approval, No Signature Required, No Admin Work Needed

FOR WHOLE LIFE

FINAL EXPENSE:

AETNA

- Fast E-App, Instant Decision,

No Admin Work Needed 

MORTGAGE PROTECTION

AMERICAN AMICABLE

- Fast E-App, Comprehensive,

Easy For The Client

BONUS ADD ON

OFFER TO EVERYONE AS AN ADD-ON

MUTUAL OF OMAHA 

ACD $500,000 

- Quick Application, One Signature, Affordable 

HOW TO FIGURE OUT WHAT TO WRITE

DOWNLOAD THESE CHEAT SHEETS TO HELP YOU DETERMINE WHAT PRODUCTS TO WRITE ACCORDING TO YOUR CLIENT SITUATION:

REMEMBER: When Value Exceeds Price, People Buy

FOR MORE VIRTUAL TRAINING

TUNE INTO:

FFL Corporate Weekly TNL Call: HERE

- Every Friday At 8AM PT / 11AM ET

SUBSCRIBE TO: 

FFL Corporate YouTube Channel: HERE

FFL USA YouTube Channel: HERE

FFL America YouTube Channel: HERE

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SELL INSURANCE FROM ANYWHERE