Free Leads for Insurance

Rather than rely on a lead company to provide free leads for you, take the time to create your own lead generation funnel

Free leads for insurance is one of the best ways to grow a financial planning or insurance practice. The problem is, most of the free leads for insurance that you receive are garbage. Most advisors spend the bulk of their time looking for sources of free leads when they could be focusing their tiem and attention on building a sustainable and automatic lead generation system that consistintly funnel leads into their business whether they are on the golf course or in a Monday Morning Meeting.

When you rely on an outside company to provide you with free leads for your insurance business, you are going to be faced with three main problems.

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Multiply Yourself By Being Interviewed

One of the best ways that I found to spark interest in a particular topic and to generate leads and prospects that would call me was to provide free information that was of value to them. I know that sounds a little obvious or vague, but let me assure you that if you do it the way I will suggest, you could create a pretty powerful stream of qualified, interested prospects that will all call you.

When I talk about the types of information I could provide, it is really broken down into a couple main categories.

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Review of Peter Montoya – A Brand Called You

Have you ever thought of yourself as a Personal Brand? Do you even know what a Personal Brand is? Well, whether you do or not, there is something you can learn from Peter Montoya and his Personal Branding University.

What Is A Personal Brand

The first thing we have to decide is what is a Personal Brand? Taken right from Peter’s website:

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Tracking your Marketing Budget

It can be really easy to blow through your marketing budget in no time. A simple ad campaign in the newspaper could wipe out a quarters worth of the budget and produce very little results.

This can be a big drain on you mentally and emotionally and really cause problems with your ability to generate new clients and prospects. So as you are working with your planning, take the time to budget your marketing activities and figure out the most effective ways to market yourself and your business.

If you have wholesalers that you work with, many times they will help offset the cost seminars and help you with the presentation. Talk with them. [Read More...]

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Writing the Press Release

I have drug this series on press releases out long enough and want to wrap up this discussion on writing the press release.

I am only going to share a little on this subject because there are more detail’s in the “Lazy Agent Guide” that you can get and read about by subscribing to the website. To do so, click the link at the top of this page.

The body of the press release is broken own into a few paragraphs that have specific purposes.

The goal of the initial paragraph is to explain the problem and tell the reporter why it is important. It pulls in the reader and tells then that the problem effects everyone. You want to address a problem that effects the majority of the people, not just one or two people in your area. The broader the problem, the better chance you have at striking a cord with the reporter.

Here are some examples that I used in my practice successfully (I ran a successful College Funding Consulting practice and used these examples for that niche, but you can change them and adapt them to your niche market): [Read More...]

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Plan to Be Successful

Take a time, anytime that works for you that you can consistently rely on and plan your prospecting efforts.

Use this time to make prospecting calls, follow up with referrals, write your press release, or any other activity that will bring more people in the door.

The best time for me to do this is Monday afternoon.

Monday morning is reserved for following up on pending business and making sure I am on track with those details and Monday afternoon I spend prospecting.

Batch your time and efforts for better output and increased productivity.

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An Important Page on Your Website

One of the most overlooked pages that you can have on your website is the “links” page. This can be called many different things from “Partners” where you would list different strategic partners or “Associations” where you could link to different associations that you belong to.

Let the other companies know that you linked to them and ask them for a link back to your site. This will not generate a lot of traffic right away but it will lead to additional visitors to your website.

Now, the next important part is making sure your website converts visitors to prospects and prospects to sales. Sure it is nice to have a fancy website that says how great you are, but if it doesn’t offer the visitor a reason to leave their contact information for you, it is not going to be a profitable aspect of your business. Offer the visitors a reason to leave their contact info, whether through a free consumer guide or 10 Tips Report and it will allow you to grab the visitors info for future marketing.

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Make the Sale Super

When you go to deliver the policy or confirmation of investment, how do you make that a marketable event?

It is actually pretty easy.

Don’t just give the new client the policy and start asking for referrals. Instead, give them something of tremendous value.

At everyone of my sales, I always give at least a fireproof safe for the client to keep important documents in. They are inexpensive (I get mine at Walmart for about $50). It acts as a symbol for protecting what is important to them. If you are feeling up to it, go for a nice golf club for your golfing clients, a new tennis racket for your tennis fans. I have even heard of a planner who flies the client and spouse out of town for the weekend with all expenses paid.

How’s that for referrability?

Think outside the box and watch your referrals from these acts blossom.

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The Most Important Piece of Paper is…

….a Press Release.

No, not a business card or a newsletter, or a letterhead. A press release is perhaps the most valuable piece of paper you can have.

The only exception is maybe a signed application.

You should be sending a press release at least once a month, maybe more.

Saying “Thank You”

How do you feel when you receive a “Thank You” card for something nice you did? I am willing to bet that it makes you feel pretty good inside and you want to do something nice again.

How about sending a thank you card to all the prospects you meet and telling them that you appreciated the initial visit?

It would be an easy and cheap gesture that would almost guarantee a feeling of respect from your prospect. That would be a good feeling to generate.

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Don’t Know Where To Start?