Empower Your Insurance Business with a Prospect Lead Funnel for Insurance Industry

Experience great ROI, easy scalability, transparent pricing, and superior support with airSlate SignNow's prospect lead funnel for the Insurance Industry

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Kodi-Marie Evans
Director of NetSuite Operations at Xerox
airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.
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Enterprise Client Partner at Yelp
airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.
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Digital marketing management at Electrolux
This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.
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Prospect lead funnel for Insurance Industry

Looking to streamline your document signing process in the Insurance Industry? airSlate SignNow, a leading eSignature solution, can help you simplify the workflow and improve efficiency. By using airSlate SignNow, you can easily create a prospect lead funnel for Insurance Industry.

Key Steps to Create a Prospect Lead Funnel for Insurance Industry

With airSlate SignNow's user-friendly interface and powerful features, you can easily create a smooth prospect lead funnel for the Insurance Industry. Improve your document workflow and increase productivity with airSlate SignNow today.

Start streamlining your document signing process and create a seamless prospect lead funnel for your Insurance Industry business with airSlate SignNow.

airSlate SignNow features that users love

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Trusted e-signature solution — what our customers are saying

Explore how the airSlate SignNow e-signature platform helps businesses succeed. Hear from real users and what they like most about electronic signing.

The BEST Decision We Made
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Laura Hardin

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We were previously using an all-paper hiring and on-boarding method. We switched all those documents over to Sign Now, and our whole process is so much easier and smoother. We have 7 terminals in 3 states so being all-paper was cumbersome and, frankly, silly. We've removed so much of the burden from our terminal managers so they can do what they do: manage the business.

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Excellent platform, is useful and intuitive.
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Renato Cirelli

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It is innovative to send documents to customers and obtain your signatures and to notify customers when documents are signed and the process is simple for them to do so. airSlate SignNow is a configurable digital signature tool.

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Erin Jones

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I love that I can complete signatures and documents from the phone app in addition to using my desktop. As a busy administrator, this speeds up productivity . I find the interface very easy and clear, a big win for our office. We have improved engagement with our families , and increased dramatically the amount of crucial signatures needed for our program. I have not heard any complaints that the interface is difficult or confusing, instead have heard feedback that it is easy to use. Most importantly is the ability to sign on mobile phone, this has been a game changer for us.

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if you don't get new clients you will fail keep watching this video to figure out five ways to gain clients for any insurance business okay I'm Cody Asche because I started when I was 19 as an intern I made 117k in my first 8 months I used several these ways and I'm going to share with you and I'ma sharing with you right now so don't go anywhere the very first one to just jump right on how to gain clients is face to face networking ok there's several other ways I believe that every way is actually going to get better the longer in the video that you stay and it may have a special deal at the end of the video if you watch the entire video so we'll stay tuned and wait for that okay so face to face networking what I'm talking about is there are a lot of local things that you can do that you can help okay so like for instance a lot of PNC agencies will network with car lots or take my popcorn or whatever so that they refer them business all right there's chambers you can create your own networking group my father created his own networking group a few years ago he gets referrals weekly because of that specific group and the networking that takes part in that okay even if they're not looking for coverage just beginning out in networking and meeting with people let other people know that yours it lets me know that you're serious about this business okay and that you will be here a very long time and it publicly puts attention on you that hey I'm no fly-by-night insurance agent I'm not part of the nine ninety two percent I'm part of the eight percent and face to face networking is a great way to get brand recognition to meet people to network with people okay go to Burt's talking about right now about a top twenty five you need a top twenty-five that you can network with in your market across the country whatever and face to face networking even though old fashion can still work so don't forget about the opportunities that come from actually getting out and face to face networking okay the second one second one is cold calling now you can use this you could say that we're talking about cold calling in door-knocking okay you could say cold calling as in actually making calls you could talk about consumer you could talk about businesses going B to B K or B to C hey that's a way that a lot of insurance agents have built their agencies their companies the brands when I was a brand-new agent okay I used to bring over three to five college kids over to my office every Monday night we would call from about 5:30 to 8:30 about three hours every Monday night and we would called call for life insurance and I would walk out of there with eight twelve sixteen sometimes even twenty appointments and my whole week was booked up because I was leveraging cold calling to gain clients now I I bet fifty sixty percent didn't keep the appointment but that's besides the point it was activity I was trying to gain clients I was doing it in a creative approach without spending a bunch of money cuz a lot of rent ways to succeed and cold calling even though also old-fashioned can still work you could say well you know I'm gonna also call aged leads all right if they're a couple years old that thing is probably a freaking cold call right now I'm going to treat it like a new lead that's what I do with the script okay however doing that can still benefit you because whole goal is to gain clients typically activity and getting in front of people is what actually gains you clients all right number three is current client referrals current client referrals don't you think about that for a second what are some creative things that you can do in your business with your clients to get more referrals is it events is it marketing is it networking is it spending time with them what does that look like in your business could you do for instance here in Springfield Missouri I I know some agents that just put on a massive client appreciation event okay I believe it was prodding it was like Bass Pro down the road okay and they had they had like 400 clients show up do you think they're gonna get referrals from that do you think they're getting repeat business from that do you think they're going to have a good retention rate with the client base because of that okay so I want you to think of for a second are you sending your clients for instance are you sending them a birthday card and I'm not saying a birthday card it says hey happy birthday thanks for your business that's old school that's it's it's stupid and it's it's it's greedy it's selfish right I'm saying hey happy birthday Betty back in 1942 when you were born you could buy a coke for five cents today it may cost you a dollar so have a coke on me and throw a dollar bill in the freaking envelope or the freaking car didn't say happy birthday don't mention your business right you can drop a business card in there if you want but it isn't about that it's about them focus not you focused right okay so that's one way also I used to send I used to send newsletters every single month okay it was a physical newsletter it was probably about this size all right and I would have I would have recipes I would have new updates I would do trivia where if you call him you get a gift card if you refer somebody you know I may give you something right I would release a new product I would talk about I would show a picture of me and my wife maybe you know our dog or whatever right and it would be a way for me to create this relationship with him this custom bond I'm not gonna leave this dude because he's stepping outside the box and he's here and he's relevant and he's in front of me and he's serious okay so I would send out monthly newsletters I'll get to where I was sitting out 5 or 600 of those Rihan writing them every frickin month okay and when I and and when you're when you're when they're first doing business with you are you sending them a thank-you card okay and get creative with a thank-you card don't be flipping boring like everybody else okay so get creative with that are you asking for referrals are you doing events right that most of your clients suppose there's statistic out there that says that every one of your clients is worth five to six referrals and you don't even know it okay if that's true are we actually asking for referrals okay so that's another one okay client referrals the next one is the next one is is we're going to move into more 2020 and beyond okay online marketing what are you doing online marketing wise okay we're doing our best to build a brand and help agents and get attention in the marketplace what are you doing in your local market to get attention okay are you doing some online marketing are you running some ads in your area or you build up do you have a website are you present on the line do you have a website okay then some of this is going to be like super elementary but the average age of an insurance agents 59 and a half and most don't have this stuff okay website do you have a Facebook page do you have a LinkedIn do you have an Instagram okay do you have a YouTube where your clients are putting up testimonials do you have are you doing online marketing and are you or are you or when someone so that the point is when someone if someone were to ever search for you what would they find do it yourself go to Google right now search yourself search your name what would they find does it create a good first impression a bad first impression is your Facebook page you have a bunch of stuff that shouldn't I don't know right at the end of the day you need to be present online our world is shifting that way you need to be present on online marketing is a great way to be present online you need to be especially in your local market you got to be present okay the that what is what does Cardone say if I don't know you I can't flow you okay online marketing is a good way to do that the fifth way okay is you can buy leads right if you don't get enough from networking cold-calling referrals marketing etc you can actually buy leads from someone okay if you mention that Cody mentioned buying leads on that video from January the 8th of 2020 okay deal how big of a deal should we do maybe five bucks off the regular price per lead that's a big discount by the way because our leads don't cost that much okay five bucks off is a big percentage all right five bucks off if you actually call in and take advantage right away what we'll do is we'll do it you know what we make a pit once we get to about probably 40 people are so which I could see happening pretty quick but you know what call then try that eight three three four zero two four three six eight alright so who are you buying leads from that's a valid way of how you could gain clients every single week the top most successful agents in our industry are doing this weekly I know an insurance agent right now that I just spoke to recently that I'm coaching that's spending 1,000 to $2,000 per week on leads and when you buy leads quit complain they don't work and just remember that maybe you don't work okay and it may not always be the leads and typically it isn't a lead is only as valuable as the hands that they're put in okay so when someone puts leads in your hands how valuable are they alright so remember that when you're going out and you're looking at gaining clients that none of this matters none of this matters if you don't actually sit down with people every single week you're looking to help people you have to when I would only reason I was successful if you're a new agent you're watching the only reason I was successful my very first year it is in an insurance business as I said I'm gonna sit down with 10 people every single week and if I do that I'll be successful so I did whatever it took cold door-knocking cold calling leads warm market etc etc I did whatever it took to get in front of people and I always sat with tin and when I sat with ten I made a couple grand a week whoop-dee-doo I didn't even know how to spell insurance I wasn't good at sells I you know I had no experience etc the whole goal to gain clients is to get in front of people hey if you love this video and maybe you want to gain clients from home and your freakin pajamas then you'll love this video top ways to sell life insurance a hundred percent from home click on it and I'll see you there anybody can sell over the phone if they follow a process that is it I mean I mean I've seen you with Northstar premiere

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