Difficult lead generation
Posted: Mon Dec 23, 2024 9:59 am
First, let’s take a look at the key challenges that prevent many insurance brokers from achieving their business goals.
1. Extreme competition
You probably know the situation: you receive an inquiry about an insurance policy, but when you call back, it is already too late because the person has chosen one of your competitors.
All too often, prospects are looking for the lowest premium and don't japan cell phone number format care about building a real business relationship with their insurance professional. If you're seeing these inquiries slip through your fingers on a regular basis, you may want to look into using marketing automation to target leads more effectively. Marketing and sales automation can also make it easier for you to qualify leads so you and your team members don't waste time on inquiries that are unlikely to close a deal anyway.
2. Inefficient sales process
When was the last time you took a look at your sales process? Are you still managing your contacts in your email program and/or storing customer data in Excel? If you are not centrally storing customer information such as contact details, previous purchases and interactions, follow-ups, etc., you are likely missing out on profitable marketing and upselling opportunities.
3. Too many time-consuming tasks
Let's face it: repetitive manual tasks can negatively impact your productivity and energy levels. Do you often copy contact details from one app and paste them into another? Do you manually send reminders about upcoming contract renewals and other messages?
Try to determine how much of your workday you spend on manual tasks and which ones are the most time-consuming. Then you can determine which ones can be automated - and you'll have more time for productive customer interactions and revenue generation.
1. Extreme competition
You probably know the situation: you receive an inquiry about an insurance policy, but when you call back, it is already too late because the person has chosen one of your competitors.
All too often, prospects are looking for the lowest premium and don't japan cell phone number format care about building a real business relationship with their insurance professional. If you're seeing these inquiries slip through your fingers on a regular basis, you may want to look into using marketing automation to target leads more effectively. Marketing and sales automation can also make it easier for you to qualify leads so you and your team members don't waste time on inquiries that are unlikely to close a deal anyway.
2. Inefficient sales process
When was the last time you took a look at your sales process? Are you still managing your contacts in your email program and/or storing customer data in Excel? If you are not centrally storing customer information such as contact details, previous purchases and interactions, follow-ups, etc., you are likely missing out on profitable marketing and upselling opportunities.
3. Too many time-consuming tasks
Let's face it: repetitive manual tasks can negatively impact your productivity and energy levels. Do you often copy contact details from one app and paste them into another? Do you manually send reminders about upcoming contract renewals and other messages?
Try to determine how much of your workday you spend on manual tasks and which ones are the most time-consuming. Then you can determine which ones can be automated - and you'll have more time for productive customer interactions and revenue generation.