81. Try your hand at Medicare sales.
82. Generation tip: New information about each generation seems to emerge every day. Most brokers and agents should do their best to stay abreast of all the information about their clients as they can, but it all basically comes down to understanding your audience.
Recommended For You
83. Teach an educational course at a local university, or host a seminar or track session at a conference.
84. Discuss with clients the negative aspects of canceling a policy that has been in force for a period of time. Understanding how the premium and contestability period may change if a policy is cancelled and then re-written could determine whether or not a client decides to keep their current policy. From the agent's perspective, renewal commissions are protected when policies stay on the books.
85. Mail postcards.
86. Offer Social Security planning.
87. Sell ethically.
88. Participate in local charities. It shows that you care about people and your community.
89. Use newsletters or send emails about important industry news.
90. Create a bio sheet. Use a professional photo and share both your professional resume as well as personal information on what makes you unique within the industry and why prospects should work with you.
(photo credit: Nutdanai Apikhomboonwaroot)
91. Mail birthday cards to clients.
92. If someone tells you no, ask why. You'll gauge how the client perceives your proposal.
93. Do thorough homework before developing a proposal. Then, create an offer that is impossible to decline.
94. Consider showing spreadsheets of recent enrollment ratios of voluntary benefits by other local companies. Not only do clients see that employees are selecting benefits such as gap health insurance or life insurance, they also realize they may need to offer these things to remain competitive in the labor market.
95. Speak clearly and slowly. Look into a person's eyes.
(photo credit: ntwowe)
96. Keep your clients up to date on new rules and limits involving flexible spending accounts.
97. Consistently update your social media pages. Ensure your content is ongoing and high quality. If you are only updating once every few weeks or every month or so, don't bother.
98. Remind clients of important dates. Send a calendar with deadlines and such circled or pointed out.
99. Read trade magazines and newspapers.
100. Make cold calls at least an hour per day.
(photo credit: Idea go)
Read part one, part two, part three and part four
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
