Monday, August 27, 2007

Back to basics - very nice start to the week



Great day doing my own local calls. 2 hours of calling and 12 leads. I was actually slammed today with customer service and had planned on making 4 hours of calls. I still get a bit apprehensive before I make calls which is stupid since I know I actually enjoy talking to business owners once I'm on the phone. I really had some fantastic conversations today and can definitely help out a few of them.

I also got a very nice referral today. One of my client's daughters got a job and they want over $200 a month taken out of her check for group coverage. No dice so I got her an Assurant plan for $125 and it was issued about 20 seconds after we applied online - she already printed out her cards. Insane. Referrals are simply a fantastic aspect of this business.

I confirmed my appointment tomorrow at 11am with the owner of a local Lido's Pizza. He currently has Kaiser in the high $600's and I'm gonna show him an Assurant HSA in the low $400's. The only health issue is hypertension which is a non-issue for Assurant.

I just need to stick to 150 dials per day, generate 15 local leads per day and just set appointments. If I'm gonna really build up a local name for myself my days of marketing outside my locality are over.

I really feel excited and like I'm on the right track. I could just continue getting leads and closing deals like I've been doing for the last 4 years but remember that my goal is not to just contact leads and write business. My goal is to establish myself as a name brand in my area.

I know a lot of agents who have been in this business far longer than me and they're doing quite well. But they're also contacting leads all day and I simply don't want to be here 5 years from now chasing down leads.

2 comments:

Anonymous said...

confirmed my appointment tomorrow at 11am with the owner of a local Lido's Pizza. He currently has Kaiser in the high $600's and I'm gonna show him an Assurant HSA in the low $400's

Everybody and their HSA's Golden Rule is the Daddy of HSA's dont understand your logic sometimes. Money driven I guess.

info@marylandquotes.com said...

I'll actually address this, then I will not publish any more of your comments since you're obviously a very negative person.

In this particular case the husband has three pre-ex conditions and GR will rider two of them. One is on-going and a rider is out of the picture. Actually, with the medication GR is likely to decline.

Saying it's a commission-driven decision is odd. I get 25% from Assurant and Golden Rule. If you do not agree with how I'm generating leads or conducting business my advice would be simply not to read my blog.