Selling Pitch For Brokers And Agents

The golden phrase, “Stop selling, start helping” your customers is one of the most  followed principles for building up a sales pitch. It can be further extended to see that every customer of ours is also willing to help if we have strived to build a friendly relation with them. The help may not be the way we expect nevertheless can open up opportunities that can bring huge business conversions.

Well this is also a reality check for us. A customer who refers few more is genuinely happy and confident of our capabilities to deliver what we promise.

Asking for referrals is by itself a golden strategy while you build a sales pitch. So how can we go about asking for referrals.

Be confident

Most people feel that asking help will make them look weak or less capable. It will be important to stay confident and let your customer know that you are asking for referrals only to build your portfolio and be able to serve more customers.

Acknowledge the help

Many of us fail to thank enough for the help we get. We can take client relations to the next level when we make it a win win situation and acknowledge their role in your achievements.

Assist your client to identify potential referrals for you

This is a potentially very important step as it would give you an opportunity to present what your unique value propositions are. At the same time it will put the client in a better position to understand in which way he can engage himself also to buy your offer.

Give referrals before taking referrals

Your customer not only needs insurance products but may have various requirements in other areas for eg. Tax related, mutual funds, life insurance or advice on any banking related matters. You can understand their needs and extend references who can help him with any of these requirements.

Two visiting cards

This can be a simple marketing tip that you always give two visiting cards of yours when you meet your client first. You have to let him know that he could give a card to any of his friends if he feels your service satisfies him.

Email communication with signature

We cannot forget that the most professional mode of communication is sending emails. Ensure all short conversations on phone or WhatsApp are followed with an email with a proper signature that would help to find your contact information easily.



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Radhika Srinath
RADHIKA SRINATH

CEO & FOUNDER, IRA COACHING

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