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How to Close Home Leads
How to Close Home Leads
✅ One producer running point on all leads
If they get overloaded, they will easily be able to pass them off to another producer.
They track the metrics if the CRM is not capable of it. We also provide the Maverick Lead Dashboard for complete visibility. We can grant one agent the ability to edit the dashboard.
✅ Understand Maverick Leads
We are reaching out to these leads between 15 and 45 days before their renewals. HUMANS WILL WAIT TILL THE LAST MINUTE TO MAKE A DECISION.
2 - 4 Week Sales Cycle. The lead you get today will likely not close for 3 weeks.
90% of these Leads are not shopping around. They don't have 15 different companies reaching out to them. The leads believe that someone from your agency took the time to reach out and ask them about their upcoming renewal personally.
A Decent percentage will only want to communicate via email. Be EXTREMELY DETAILED IN YOUR REPLIES TO THESE.
✅ Tools Needed
Ezlynx
Gmail
✅ Initial contact: Phone Call, email, and text WITHIN 15 minutes during business hours
The Goal is always to get clients on the phone.
Email: Once the lead is replied to and you / Agent is CC’d on it, reply and introduce yourself and ask a VALUE QUESTION. IE: “Hey, when was the last time your roof was replaced?”
Phone call: If the phone number is provided, we include your office number in the initial reply to the lead, so they know to look out for it. If there is no phone number, we will request a good number to call them from and include the office number if they would like to call in.
Text: Immediately after you reply to the initial email. IPHONE/ IMESSAGE, USE THIS TO SMS HOME OWNERS. You will receive 4 times the replies, guaranteed.
✅ Follow-up: if the lead is unresponsive
Phone call, email, text daily for 21 days.
How to Close WC Leads
How to Close WC Leads
✅ Understand Maverick Leads
We are reaching out to these leads between 15 and 45 days before their renewals. HUMANS WILL WAIT TILL THE LAST MINUTE TO MAKE A DECISION.
2 - 4 Week Sales Cycle. The lead you get today will likely not close for 3 weeks.
90% of these Leads are not shopping around. They don't have 15 different companies reaching out to them. The leads believe that someone from your agency took the time to reach out and ask them about their upcoming renewal personally.
A Decent percentage will only want to communicate via email. Be EXTREMELY DETAILED IN YOUR REPLIES TO THESE.
✅ Tools Needed
Ezlynx
Gmail
InsuranceXDate
✅ Initial contact: Phone Call, email, and text WITHIN 15 minutes during business hours
The Goal is always to get clients on the phone.
Email: Once the lead is replied to and you / Agent is CC’d on it, reply and introduce yourself and ask a VALUE QUESTION. IE: “Hey, when was the last time your roof was replaced?”
Phone call: If the phone number is provided, we include your office number in the initial reply to the lead, so they know to look out for it. If there is no phone number, we will request a good number to call them from and include the office number if they would like to call in.
Text: Immediately after you reply to the initial email. IPHONE/ IMESSAGE, USE THIS TO SMS HOME OWNERS. You will receive 4 times the replies, guaranteed.
Build Rapport<----Watch Video
Does your current agent write your other policies?
Do you have a renewal review with your agent every year?
Are you interested in pay as you go? Do you hate audits lol? We work with local payroll companies that can help do it for you and Pas you go.
Are they in the assigned risk plan let's get them out. 20% Savings and better payment plans.
✅ Follow-up: if the lead is unresponsive
Phone call, email, text daily for 21 days.
Phone Scripts
Hi there! How are you doing today?
This is (NAME) the assistant for [Agent's Name] at Streetsmart in Freehold, New Jersey. I see you're interested in workers' compensation, and we'd love to help. I also noticed your business started in [Year]. We are a local family run agency serving businesses like yours since 2005.
I'd like to set up a time for you to speak with our agent. I see you are insured with (CARRIER) To help them prepare, could you let us know the following:
I can see your operation on Google/Website/Instagram. Is this an accurate description of your operations?
What’s your experience been like with CARRIER?
What day and time works best for your call? Book Call on Calendly
You can also check out our Google reviews to see what our customers say about us. Have a good day.
Voicemail Script
"Hi there! This is the assistant for [Agent's Name] at Streetsmart Insurance Agency. We recently received your inquiry about workers' compensation and wanted to follow up. We're a local agency in New Jersey, helping businesses like yours since 2004. Please give us a call back at 732-462-8343 and ask for NAME so we can schedule a time to discuss your needs. Thanks!
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