FFL VIRTUAL SALES TRAINING

YOUR RESOURCE CENTER

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 Zeepo Account: HERE

- All-In-One Virtual Sales Platform

5.Create Your Insurance Tool Kit: HERE

- Fast Quoting Tool Based On FFL Carriers

- Watch The Demo Video: HERE

WATCH PHONEBURNER OVERVIEW

TWO WAYS TO APPROACH VIRTUAL SALES:

TELESALES:

Conducting the entire presentation and application process via phone

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

ZOOM SALES:

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

- Target Client: Younger Demographic Who Are Technologically Savvy

WATCH: HOW TO SELL TELESALES

INSURANCE TELESALES MADE SIMPLE

Training for the newest agent to get started with Telesales.

INSURANCE TELESALES MASTERCLASS

Complete Telesales training covering lead flow, structure, scripts, objections, and sales.

Download these telesales scripts

Download these scripts, study them, practice them, and stick to them to successfully sell insurance over the phone

SELLING INSURANCE
VIA TELESALES

The secrets to successfully selling

insurance over the phone only.

THE BEST TELESALES PRESENTATION

The complete phone script and sales presentation for Telesales.

WATCH: SELL WITH ONE-CALL-CLOSES

ONE-CALL-CLOSE BEGINNER'S GUIDE

Training for the newest agent to succeed at one-call-close insurance sales.

ONE-CALL-CLOSE SCHEDULE & STRUCTURE

The one-call-close schedule and structure of a Top Producer.

A-Z BREAKDOWN OF ONE-CALL-CLOSES

Complete One-Call-Close training, from buying leads to securing the sale.

HITTING HOF WITH ONE-CALL-CLOSES

How to protect over 400 families per year personally with one-call-closes.

Download these SUPPORTING MATERIALS

Download these resources to help to increase your credibility and reduce sales pressure over the phone

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.

TRANSITIONING FROM IN-HOME SALES TO LIVE TRANSFER SALES

overcoming live transfers objections

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

NOW DOWNLOAD THESE LIVE TRANSFER LEAD MATERIALS:

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

 THE SECRET: Control, Control, Control

TELESALES DIAL DAY CHECKLIST

BE PREPARED FOR YOUR DIALS...

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.

1. CALL AT PRIME TIMES - 

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, 1 hour before, and 5 minutes before scheduled appointment time.

WATCH: HOW TO SELL VIA ZOOM

SELLING INSURANCE VIA ZOOM

The complete phone script and

presentation for online Zoom sales.

SELLING INSURANCE VIA ZOOM

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

Download these ZOOM SCRIPTS

Download these scripts, study them, practice them, and stick to them to successfully sell insurance over zoom

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.

VIRTUAL SALES CHECKLIST

BE PREPARED FOR YOUR APPOINTMENTS...

2. HAVE THE PRESENTATION READY - 

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.

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.

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

GET SETUP FOR VIRTUAL SUCCESS

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

Real-Time Leads

Discounted For Being FFL Agent

Works Great With PhoneBurner

$500 Minimum

$8-$15 Per Lead

Use FFL19 To Get 33% Off Discount

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.

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