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Home / Insurance / How to use an insurance CRM to sell insurance by phone – InsuredMine

How to use an insurance CRM to sell insurance by phone – InsuredMine



Cold calling is still one of the most effective ways to sell insurance. Even in today's social media and email-focused world. These methods are also effective, but nothing will get your customer on the phone where you can talk voice to voice.

As you begin to formulate your cold call strategy, consider using an insurance CRM to assist you in your insurance agency's sales efforts. Although we will use InsuredMine in this article to illustrate the steps suggested to make your cold calls good, our goal is to provide real value with useful articles like this that insurance agents can actually use.

This blog will describe the step by step process for how to set up a cold calling strategy and what to do when you start calling.

Let's get started.

Step 1
: Format your contact list before uploading to InsuredMine

The first step to using InsuredMine, (or a worse CRM option for insurance 😆 ) for to sell insurance by phone, is to upload your contact list. But before you do that, you want to make sure it is formatted correctly. Specifically, we are talking about a spreadsheet that you will upload to InsuredMine.

Use the contact list function to model your spreadsheet, make sure to label fields correctly as they are laid out in InsuredMine. You can create custom fields if the default fields do not contain one that is in the spreadsheet.

You want to label each contact in the spreadsheet with a recognizable campaign name such as "July 1st automatic leads". You also want to label each contact for what stage they are currently in your sales pipeline as "cold" or "not contacted." You can change these steps later as they develop.

If the contacts in your spreadsheets are owned by different members of your team, be sure to label each contact with the agent responsible for that contact.

This formatting of your spreadsheet before uploading to InsuredMine helps ensure that your contact list is designed the way you want it inside the platform. This will help you stay organized when you start selling insurance over the phone. Organization is an important ingredient for how to successfully sell insurance.

Step 2: Create a unique pipeline with the applicable stages

Now that you have uploaded your contact list, the next step is to configure your sales pipeline with the applicable steps. Configuring your pipeline now helps you stay organized when you start making cold calls.

Creating multiple pipelines can be helpful. Many insurance companies prefer to have a clear pipeline for moving leads through the stages from cold to closed, and a separate pipeline specifically for cold calls in specific industries.

Here is an example of a pipeline with corresponding steps:

Pipeline Name: Restaurant Cold Call Leads

  • First call attempted – not reached
  • Scheduled producer meeting
  • Ok to e-mail but no producer meeting [19659021] Do not contact
  • Quoted
  • Issued policy Issued

Step 3: Start dialing

You have reached the jump point. It's time to start calling.

The first thing you want to do before you start calling is find the contact you want to call and open their contact profile. Make sure you take notes during and after the call to add to your contact's profile. This is the best place to store email addresses if you get one from your cold call.

The highest priority for your cold calls is to get to the next step. This can be getting an email to your contact or another but better contact where you can send a quote. The optimal result is to get additional contact information and book a meeting with a decision maker to discuss what your insurance agency has to offer.

Being organized is a critical part of how to sell insurance over the phone. When you are organized, you are more confident and trust leads to closed business.

Step 4: Create a meeting with the manufacturer

If you use a meeting set to sell insurance by phone to your agency, you need to create a way for them to book meetings for you and your agents with your contacts. The best way to do this is with a unique scheduling link for you and the agents in your team. Your scheduler can use this link to schedule an appointment with your contacts while calling through visibility in your schedule and availability.

Setting up meetings to discuss your contact's insurance needs is a necessity in how to sell insurance effectively.

Step 5-A: If the contact has made an appointment to speak with a manufacturer

If your contact has made an appointment with you or your timekeeper, you want to create a card inside your insurance CRM (InsuredMine is a good to use) for that contact. You can then move this business card through your pipeline as the business progresses.

Försäkringsbyrå's sales pipelines give you optimal insight into your revenue stream and where each contact is located in your pipeline. This visibility is an essential part of how to sell insurance successfully.

Step 5-B: If the contact provides an email address but does not want to talk to a producer right now

If your contact person provides their email address to you or your scheduler but does not plan a meeting on call, the best you can do is assign a "single contact drop". This will automate your communication with that contact via an email or text message campaign. This will nurture the contact you have already talked to, gently pushing them towards booking a meeting.

Make sure you have a contact drop configured before you start calling. If you are wondering how to sell insurance holistically, the answer is to combine a cold call with a drop of contact inside.

Step 5-C: If contact is not interested

If your contact makes it clear that they are not interested in your services and asks you not to contact them again, you want to mark them as "do not contact." This will flag them as a dead lead so that your agents and your scheduler know not to contact them again. who send a friendly email to the contact and thank them for their time.

Do you want to sell insurance with InsuredMine? CRM on the market We invite you to experience InsuredMine yourself Schedule a demo below, or contact us today for your free trial period .


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