For the P&C Agent who wants to transition from the auto/home conversation into life insurance. This provides an effective process you can follow to increase the amount of life insurance conversations. Find More Videos at: www.trisTOM.com
Thank you. Will definitely use the strategy explained here. Definitely better than my putting on a serious face and asking, Who is your life insurance with?
Great stuff Norma! If you are needed personalized training, we work with many P&C agents to help them develop a process with their clientele. Feel free to reach out to us at www.tristom.com/contact-us
State Farm has the simple conversation. It helps us bring up if they have a spouse, children, mortgage or vehicle loan etc. and we can recommend a life insurance policy
In other words, try not to sound like you're coming out and trying to sell someone life insurance. Try to shift the conversation to something life insurance related and start the conversation.
