FFL VIRTUAL SALES TRAINING

YOUR RESOURCE CENTER

1.Watch This Overview Video

2.Download Your Phone Script: HERE

 

3.Download Your PowerPoint: HERE

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:

ZOOM SALES:

A face-to-face virtual meeting using a PowerPoint via Zoom

- Target Client: Younger Demographic Who Are Technologically Savvy

TELESALES:

Conducting the entire presentation and application process via phone

- Target Client: Older Demographic Who Prefer A Simpler Presentation Method

SELLING INSURANCE
VIA TELESALES

The secrets to successfully selling

insurance over the phone only.

SELLING INSURANCE VIA ZOOM

The complete phone script and

presentation for online Zoom sales.

WATCH THESE HOW TO VIDEOS

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

next...

1.Watch This Video

2.Download This Phone Script: HERE

 

3.Download This PowerPoint: HERE

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

SELLING INSURANCE VIA HYBRID METHOD

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

WATCH: SELLING LIVE TRANSFER LEADS

How To Sell Insurance With Live Transfers

Learn how to build trust and run an appointment start to finish over the phone.

overcoming live transfers objections

Learn how to open the call to properly set expectations and close the sale.

TRANSITIONING FROM IN-HOME SALES TO LIVE TRANSFER SALES

Learn how to best transition from selling in person to selling live transfers.

NOW DOWNLOAD THESE LIVE TRANSFER LEAD MATERIALS:

GET SETUP FOR VIRTUAL SUCCESS

LET'S GET STARTED... 

1. Create Your 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 Carriers

- Use Code "FFL15" For 15% Off Your Subscription

- Watch The Demo Video: HERE

WATCH PHONEBURNER OVERVIEW

THE NEXT STEP... 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

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

If you don't have leads, you are out of business.

PHONE SCRIPTS FOR VIRTUAL SALES

FOR ZOOM SALES

FOR teleSALES

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

If you call when people are typically home (8:00AM - 10:00AM & 4:00PM - 10:00PM) you can book more Immediate appointments or Same Day appointments.

DIAL DAY CHECKLIST

1. CALL AT PRIME TIMES - 

Be prepared for your dials...

Average show ratios for Immediate Appts - 100%, Same Day Appts - 60%, Next Day Appt - 30%, Two Days or Later - less than 7%.

2. SET IMMEDIATE APPTS - 

Organize your appointment schedule and send your clients text reminders 6 hours before, 1 hour before, and 5 minutes before scheduled appointment time.

3. USE A CALENDLY ACCOUNT - 

 THE SECRET: Control, Control, Control

VIRTUAL SALES PRESENTATIONS

PRESENTATION CHECKLIST

Be prepared for your appointments...

2. HAVE THE PRESENTATION READY - 

Send your client a reminder text with your name, a picture of your insurance license or badge, and the appointment time.

1. SEND CLIENT A TEXT REMINDER - 

Take control from the beginning by demanding that the client has their TV off and their camera on during the duration of the appointment.

3. IMMEDIATELY SET THE TABLE - 

Keep your client focused on the presentation by asking a lot of questions. The goal is to have them talking more than you.

4. MAINTAIN CLIENT ENGAGEMENT - 

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.

FOR ZOOM SALES

FOR teleSALES

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

BEST PRODUCTS FOR VIRTUAL SALES

FOR TERM

FOR WHOLE LIFE

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 - 

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 - 

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

REMEMBER: When Value Exceeds Price, People Buy

HOW TO figure out what to write

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

FOR MORE VIRTUAL TRAINING...

SUBSCRIBE TO: 

TUNE INTO:

FFL Corporate YouTube Channel: HERE

FFL USA YouTube Channel: HERE

FFL America YouTube Channel: HERE

FFL Corporate Weekly TNL Call: HERE

- Every Friday At 8AM PT / 11AM ET

High-res-TNL.png

SELL INSURANCE FROM ANYWHERE