Carriers

ZOOM SALES

A face-to-face virtual meeting using a PowerPoint via Zoom

Target Client: Younger Demographic Who Are Technologically Savvy
Create Your Zoom Account: HERE

A Video Conferencing Software

SELLING INSURANCE VIA ZOOM
The complete phone script and
presentation for online Zoom sales.

SELLING INSURANCE VIA ZOOM
Things to consider when selling insurance via Zoom,
as opposed to face-to-face.

SEND CLIENT A TEXT REMINDER: Send your client a reminder text with your name, a picture of your insurance license or badge, and the appointment time.
HAVE THE PRESENTATION READY: Have your Zoom Account, your Insurance Tool Kit, and your PowerPoint pulled up and ready to present.
IMMEDIATELY SET THE TABLE: Take control from the beginning by demanding that the client has their TV off and their camera on during the duration of the appointment.
MAINTAIN CLIENT ENGAGEMENT: Keep your client focused on the presentation by asking a lot of questions. The goal is to have them talking more than you.
USE ONLY A COMPUTER OR TABLET: A phone screen is not large enough for them to see everything you will be showing them. Plus, it eliminates any added distractions.

FOR TERM

45 or younger
Americo CBO 100
- Most Benefits, Higher Premium, Instant Decision

45 or older
John Hancock
- Instant Approval, No Signature Required

FOR WHOLE LIFE

Final Expense
Aetna
- Fast E-App, Instant Decision,

Mortgage Protection
American Amicable
- Fast E-App, Comprehensive, Easy for the Client

For more Virtual Training

TUNE INTO:
FFL Corporate Podcasts: HERE

SUBSCRIBE TO:
FFL Corporate YouTube Channel: HERE
FFL USA YouTube Channel: HERE
FFL America YouTube Channel: HERE

ZOOM SALES TRAINING

ZOOM SALES

How to sell via Zoom

Virtual Sales Checklist

Best Products for Virtual Sales

FOR TERM

FOR WHOLE LIFE

How to figure out what to write?

DOWNLOAD THESE CHEAT SHEETS TO HELP YOU DETERMINE WHAT PRODUCTS TO WRITE ACCORDING TO YOUR CLIENT SITUATION:

For more Virtual Training