Welcome back interested in training I'm Sunny ins and I'm going to talk today about how to generate high-quality insurance leads I would say that and you would agree the number one problem insurance agents face is they do not get in front of enough people that's what we do stuff like this every single week every day we put out content to help you if we took up a survey or a poll of the entire country of insurance agents the millions of insurance agents the number
one
thing we would hear back the number one problem would be prospecting related it
would be I'm struggling to get in front of people consistently so today I want
to talk to you about the whole lead process that we do here in my office at
secure agent leads okay we spend over a million dollars a month throughout
our different brands generating high-quality leads on marketing and here it's
trade leads we help about helped about four to five thousand agents a month
with leads and today I'm going to go from start to finish on our entire advertising
process to get a lead for an insurance agent and hopefully you'll learn a thing
or two about
how to also start to do that as well okay so
let's dive in alright so the first thing that we do is we have an ad okay that
we put up typically it's on social so that maybe Facebook that
maybe Instagram that maybe YouTube and it maybe Google, okay and from that ad
they are going to which says for us okay it's important
that it says the word insurance because there's a lot of advertising out there
that is not extremely direct I want to walk I want to tell you
not only what our process is but why I think it's so important okay it says the
word insurance we have a custom Article that we build for every single prospect
every single day every single agent that is based on your area
because every area
is different and you need to cater your
advertising to that person-specific area then from that we have a button okay
so where they can choose to learn more and that button would typically get
quote so they're expressing information and getting a quote for an interested
agent they're putting up their hand saying I would like more information okay
from there we will take them to a landing page this is where they start to go
through our funnel on this landing page there would be information there would
typically be another Article and there would be a forum where they and it's a
blank form where they can actually express information on doing business with
you and getting more information to see if they can qualify okay and on that
form, on that form, we will get information
we will get information like name address city
state phone age and favorite color for the agent or the appointment center to
use as a secret word to remember so on our form we'll have seven fields okay
we've had forms in the past that have eight or nine we find that seven does
very well okay also from there we will take them once they fill out the blank
form and actually give us all their information we will take them to a thank
you page okay and from a thank, you page the agent can choose the I'm sorry the
prospect can choose to go one of two ways on the thank you page they can choose
in that they want to actually we want to send an inbound call to the agent or we want to actually set an appointment and so that's where we will actually
drive them to your calendar on a point Montana link they'll typically say okay would you like scheduling it for over the phone or in-person and how
much cover you looking for and how's your health normally one-two-three
questions
they'll answer those will provide their name and email and they'll actually schedule a physical appointment I would say that when we use appointments typically about thirty to forty percent will actually schedule an appointment if your talent link is set up appropriately okay and then inbound call wise typically about twenty to thirty percent especially if we add the five-day automated follow-up, okay so that's one of the first things okay and then from there we can actually send the leads to an agent either in a
Google sheet or all of the above by the way Google
sheet email and we can actually send the lead to the agent on a lead card
printout that is already totally filled out okay so from start to finish we
have an ad that says insurance with a custom Article based on their area with a
get quote button to take them out of that social platform into a landing page
where they can express more information and see a form that is blank that's how
you can drive more accurate information okay - a form of seven fields and then
they take them to a thank you page where they can determine ok do I want to
call in or do I want to set an appointment because that's where a lot of times
you want for me I like the calendula link
and
I want them to set an appointment via calendly, okay but there are some call
centers at the different places that actually prefer inbound calls and we can
add five to me to follow up and actually drive their inbound call percentage
I've seen it as high is about thirty-four thirty-five percent based on the
number of leads that you were to get okay so that's where thank you page okay
don't want to do to drive the call, okay we let them know we let them even know
we even put the agents' information on the thank you base let them know hey this
agent has been responding to it has been assigned to help you okay now the agent
can choose do I want the track to try to drive inbound calls or do I want to try
to drive automated appointments, okay so that's where
I
mean we had a recent campaign where out of 20 leads think that eight
appointments set automatically by having the calendly link on the Thank You page
and actually encouraging that person to take a second click the button to
actually book with the agent now okay so that's really important then we talked
about leads that's where we can actually send the agent the information okay or
to yourself, on a Google sheet in real-time that populates you can send it
through email, okay you can even send it through text so you get a text alert
and one of the big things that we've been doing that everybody loves
is a lead card printout where you actually physically get a printout of not
only what the lead looks like okay but it also puts all the has all the fields
it
describes the ad again and it pre-pop it puts the client's prospects
information in the actual PDF that you can print out and take to them and say
you know what cuz when your door knockin or show to the house or something like
that you have that physical printout and it makes a lot of sense that you're
able to walk up and say okay they say well I don't remember doing this well
does this help jog your memory okay it looked like this it said this and this is
information you put what your favorite color was red I'm assuming that helps
right okay so that by doing that's how you can continue to get in front of
more people because the big thing that a lot of agents struggle with is they
started with the prospecting the marketing getting in front of people right so
when I started and I made 117k my first eight months in the business I focused
on having cold callers that
I
would bring over from college students it would cold call with me every
Monday night we'd have call nights and I would always book 8 12 16 20 24 points
every single Monday night for the rest of the week so I filled up my calendar
and that's what agents need you need to fill up your calendar you need enough
people to talk to you'd be scheduling appointments you need to follow the sets
itself okay so in the grand scheme of things this is how you can generate
high-quality insurance leads and create them by having an ad on social that
says insurance with a custom Article that is this script-driven it's got a
voiceover it's based
on
the area get a quote to a landing page with a blank form generating these seven
fields which are most important typically okay with a thank you page where you
can drive it to an inbound call or an actual appointment set to where that it
actually becomes a lead and then you can receive the lead in different ways
okay so if you ever or like this is too complicated then call our office eight
three three four zero two four three six eight eight three three forty agents and
here it's the courage of leads we will do all of this on a custom basis just for
you if you love this Article which I know you did I've got two other insurance
agent training Article that you need to click on right here okay the first one
is how to make a million dollars in one year and the second one is how to sell
insurance during the holidays click on one of those I'll see you there
Good Work
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