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How To Cross-Sell Life Insurance
Section 1: Course Introduction
A Few Notes From Our Attorney
About the Instructor
Section 2: Leadership Launch Section
Course Introduction (2:49)
Leadership Downloadable Resources
Leadership Set Up (32:13)
Personal Insurance Quote Sheet with Life Insurance Request (10:21)
Commercial Insurance Quote Sheet with Life Insurance Request (10:02)
Personal Insurance Renewal Review Form With Life Insurance Request (6:58)
Commercial Insurance Renewal Review Form With Life Insurance Request (4:56)
Auto Endorsement Form With Life Insurance Request (3:54)
Home Endorsement Form With Life Insurance Request (2:58)
Life Insurance Quote Sheet (5:43)
Section 3: Student Course Overview
Welcome - Getting Started (9:23)
Download Your Resources
Section 4: Introduction To Cross Selling Life Insurance
Introduction (9:36)
Types of Life Insurance (7:57)
Licensed vs. Non-Licensed (4:25)
Cross Selling vs. Cross Educating (7:42)
Why Life Insurance Is Critical (3:50)
Getting Comfortable With Life & Tools (3:24)
Common False Beliefs (4:58)
Life Changes That Are Clues For Life Insurance (8:09)
Finding Time To Cross Educate (4:02)
How Life Insurance Impacts Agency Retention (2:28)
Cross Selling Life Strategy (3:16)
4 Ways To Cross Sell (New Business, Renewals, Service Calls, Making Outbound Calls) (4:02)
Quiz
Section 5: Cross Educating Life On New Business
Why Cross Educating New Opportunities is Critical (3:05)
Building Rapport to Get the Cross Sale (8:09)
3 Questions To Ask Prospects (2:25)
Sample Quote Sheet That Includes Life Insurance (9:20)
Assuming the Quote (1:41)
Hit Your Life Opportunity Potential (1:56)
Cross Selling New Business Scripts (2:54)
Sample Role Play Video (15:33)
Quiz
Section 6: Cross Educating At Renewal
Why Cross Educating at Renewal is Critical (3:10)
Conducting Renewal Reviews (7:59)
3 Questions To Ask On Renewal Reviews (4:00)
Sample Renewal Review Form (16:38)
Life Changes That Are Clues For Life Insurance (4:39)
Cross Educating On Life Insurance When A Clients Is Concerned About Rate (3:48)
Assuming the Quote & Remarkets (2:16)
Hit Your Life Opportunity Potential (1:47)
Cross Selling Renewal Scripts (7:58)
Sample Role Play Video (18:37)
Quiz
Section 7: Cross Selling On Inbound Service Requests
Why Cross Educating on Inbound Service Calls Is Critical (4:19)
How to Pivot From Service to Education - Endorsements (11:05)
1 Question To Ask On Service Calls (4:03)
Sample Endorsement Review Form (9:13)
Assuming the Quote (1:14)
Hit Your Life Opportunity Potential (2:12)
Service Call Scripts (1:47)
Sample Role Play Video (8:51)
Quiz
Section 8: Making Outbound Life Insurance Calls
Why Making Outbound Calls Is Critical (3:52)
Who & When To Call (2:59)
Outbound Call Voicemail Script & Follow Up Sequence (4:23)
Outbound Call Introduction & Objections To Overcome (9:32)
Sample Role Play Video (13:32)
Quiz
Section 9: Life Insurance Underwriting
Gathering Underwriting Information (7:43)
Setting Expectations (3:29)
Handling Someone Who Doesn’t Qualify (1:53)
Final Expense & Guarantee Issue (2:38)
Section 10: Handling Objections To Getting A Quote
Why Client’s Object to Life Insurance Quotes (14:47)
Objections To Quoting Scripts (5:11)
Sample Role Play Video (14:03)
Quiz
Section 11: Presenting Your Life Insurance Quote
Presenting the Quote (7:11)
Using Video Calls and Virtual Meetings (5:16)
Quiz
Section 12: Handling Objections To Purchase & Follow-Up
Why Client’s Object to Life Insurance (5:52)
Scripts To Overcome Their Concern To Purchase (3:48)
Follow-Up Plan (6:40)
Sample Role Play Video (26:24)
Quiz
Section 13: Post Binding Plan
30 Day POS Check In & Referrals (5:00)
Conclusion (2:43)
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We Need To Hear From You
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