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Well since your on the P&C side, develop X dates, and ask to follow up to beat their quotes. I would focus more on saving them money. Getting a commitment before you review the policy is a big motivator to follow through because psychologically people don't want to mismatch their idea of themselves.
Ask them, "if I am able to show you how you can save money for the same coverage, would you be open to taking an application when we sit down"...no one wants to consider themselves close minded.
Taking the application should be a simple extension of the meeting, if your saving them money.
Here's some articles to help you out
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How to Sell to Customers Who Think They Are Invulnerable | Neuromarketing
The key to selling these "invulnerable" customers is to point out the risks not to them, but to others. Those others could be family members, for example, or others they endanger (like the patients in the hospital study). Or employees for people who don't have insurance, or enough insurance.
How Loss Can Be a Winning Strategy | Neuromarketing | Neuromarketing
The Neuromarketing takeaway here is that expressing the outcome of NOT buying your product or service as a loss will convert more potential customers into buyers. If your product can save a customer $100, don't express that in terms of saving:
Also you could piggyback this principle with the above...good luck!
Great articles! Thanks! I like the idea of rephrasing the savings into a potential loss for them. I'm definitely going to give that a shot!
