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the hack to scaling your life insurance company to $1 million per month is simply learning how to leverage appointment sets and leverage AI in this video I'm going to be breaking down two key steps that you need to understand in order to grow your life insurance company in scale by leveraging what's called Setters and AI Services we're going to hop into the video as always make sure you guys like comment subscribe let's go cool in this video I'm going to be breaking down some of the key simple steps that are necessary to start leveraging Ai and also leveraging appointment sets so for artificial intelligence yet known as AI you can leverage SMS and chatbots through your CRM that needs to be customized so what this looks like is individual who has generated leads through Facebook Instagram Tik Tok LinkedIn YouTube whatever platform that you're using once that lead is generated you need to set up a software that is going to send a text message right after the individual opts in now once that text message is sent you are then going to allow the AI to have a conversation with the client that it's text and that conversation the goal of it is that it's going to book an appointment right or transfer a call or get them in contact with the licensed underwriter or put that booking on their calendar or schedule another time for this agent to follow up I named a variety of different goals because the objective is not just to do one thing the is to do many things with the same end goal which is making sure that the life insurance agent is on a call with the qualified lead so that way they can use their time at other places now the reason why I said this is is the way to scale to a million is because you need to be able to create a system for which your agents can actually be successful and the only way to create that system is to own the system right so I always talk about owning assets so having a CRM is something that is super crucial to you and all of your agents not leasing it out from somebody else but actually owning your own CRM right and that's how you're going to leverage this AI you can implement this AI teach it set whatever goals that you need any metrics and also create workflows and follow-up drip campaigns that's going to be an effective way for you to actually close deals now what I'm seeing is the largest most consistent life insurance companies are leveraging whether it be AI or workflows which is the process of Dripping on a client meaning that every day or two or three days that they're getting a text message or an email is going to be the most effective way to nurture all of the leads that you have or previously had now the cool thing is that AI is not the only tool AI needs to be leveraged with a human being and these human beings are going to be appointment Setters now you can get appointment Setters from anywhere you can get them from Mexico you can get them from Columbia IA you can get them from the Philippines you can get them from Pakistan you can get them from any country around the world right I'm not here to let you know about preferences but what I will say is that you need to have one in order to effectively use this AI the way that it needs to be cuz the strategy that we're seeing that's the most effective is the moment after you get the lead to opt in you send a text message or you give them a phone call let's say that they do book an appointment through your AI whether it's a phone call or a text message now the next thing that you're going to want to do is you want to have an appointment seter Reach Out to that person within about 5 to 10 minutes of them opting into having a meeting or scheduling a meeting and have them double confirm just to make sure and validate the process hey I'm giving you a quick call we saw that you booked an appointment for tomorrow at 3:00 just wanted to make sure that you didn't have any questions before you hopped on a call with the license underwriter blah blah blah blah blah if they do or if they don't they're all good they start asking about you know pricing and quotes Etc say hey your license underr is going to be the one that actually get you all that information right just make sure that you're prepared anybody that's important that needs to be on the phone call make sure that they're available as well you can collect all that information after they've booked an appointment in terms of just basically double verifying what you had that AI collect now the reason why the days of just sending somebody directly to a caly link and then booking and showing up is so low is because the attention span is so short right now the problem here is that so many clients so people that are filling out forms they're seeing so many different ads they have so many different things going on they have families different events come up that just because you book something on their calendar or they click schedule to submit they used to be all f and dandy but now with so many things catching their eye and the attention span getting shorter every single day every single week every single month it becomes more valuable that you actually have these appointment cers who are following up with all clients that you are bringing in right because this is now going to allow you to let's say an hour or two before now you either have the AI send out a text message you have the AI call and you have the appointment set a reach out and say hey we're just confirming that you're going to be available that you will be there your appointment showup ratio is going to go through the roof simply because you've implemented these two strategies to make sure that you're actually getting your clients to get on the phone now here's the reality if you can get more clients to get on the phone right you give yourself more opportunities for people that are informed and know about the process you're going to increase the law of average which is the frequency in which you can meet with these clients and then if you can increase that frequency you'll increase your closes and if you can increase your closes you'll make more money and if you can make more money you can bring more agents in and you can also show people the effectiveness of what you're doing but the bottom line is that you need a system you can't do this without a system you cannot do this by leasing the soft you can't do this by leasing your leads you need to own your infrastructure right which is the big thing that I'm harping on to all agents like find a way to own it build it out right or work with somebody who can actually show you how to build this the days of just leasing leads it's over with right you need to actually own these infrastructure that you're creating now let's hop into the next step right and I told you guys going to tell you guys two things number one was just explain the overview way to leverage it to get to a million a month and the reason I say a million a month is because that's what all agencies goals are right if you just kind of reverse engineering do some simple math if you have the set proper number of agents and you bring people into the ecosystem depending on whatever you know IMO that you are a part of that is very so much achievable right and people have now been able to get to that result faster and faster because they're implementing systems number two is going to be actually learning how to find these appointment Setters so appointment sets are so valuable right you need to understand that you have to leverage platforms or leverage ads now if you understand how to run ads you can literally run ads in the Philippines run ads in Mexico run ads in Colombia run ads everywhere to find these virtual assistants that will become Setter or you can run ads here and find American virtual assistants or American employees that are actually going to be able to work and set these appointments for you and you can pay them based on however many appointments that they do set now the thing that you need to understand is you need to be able to set realistic expectations for somebody coming in who's going to be booking appointments because the reality is regardless if they're doing it for you hourly or if you're getting putting them on some form of a salary it will become mundane and it will become boring because think about it you are trying to leverage the thing that you don't want to do so be a to set clear expectations create a guideline understand that they need to have the right mindset to be able to actually be successful in this role it's not just a matter of saying hey there's numerous life insurance agents and agency owners that I've worked with that said yo I hired this VA I did this I did that it didn't work out I'm like hey look you had good intentions right you understand the system why did did not work more than likely because there weren't clear expectations there was no real sop right standard operating procedure for how to actually do things so what happened is you were just like hey pick up these leads and call in some way shape or form you gave them a script and you thought they were going to figure it out but you didn't explain the entire process for them on how they can actually do it right and in my opinion that's been kind of the calling card to figuring out the best way to be effective with any Setters or appointments that you're looking to get set up is that you need to be able to find an effective way to train people and to bring them in and also interview them properly because I think it's very simple to just go on Fiverr or upwork and find somebody who says they're going to set appointments for you and pay them and then luy Daisy what happens you need to find people that can actually get it done and also get it done effectively so so I would always suggest using online jobs cuz that's what I prefer to use or Facebook groups and if you know how to run ads was something I just found out about and I didn't think about this you could run ads right you could pay you know $5 $10 run them in whatever country you're going to get the leads for x amount of Cent hop on a call with them and see who's actually qualified and ready to roll so let me know if you guys have any questions I really really really value appointment Setters and AI because it's going to be the future appointment setting has always been a thing but leveraging the AI with the appointment Setters is truthfully the key because at this point you are basically infinitely scalable you can have one VA instead of them having to call through all these leads that the AI is calling through just let the AI run through all the leads call them text them Etc and then you have one appointment setter who's actually going to be the one that's able to you know come in call follow up create systems Etc so if you are a life service agent or agency owner making over $25,000 per month we are actually partnering up and helping you guys create What's called the lead lab Empire where we're going to be helping you grow your life insurance agency to whatever goals that you actually need our goal for you guys a million dollars a month we're going to help you get 40 policies in the first 30 days or you do not pay so we're super excited we're onboarding new clients into our lead lab Empire and helping them grow so if you guys are interested you guys can go ahead and click the link below or DM me directly on Instagram and one of my team members will be able to help you get set up otherwise as always make sure you guys like comment subscribe I'll talk to you guys later [Music] bye o [Music]