Most insurance companies and insurance brokers have been relying on face-to-face communications to sell their services. However, with the global pandemic where everybody is maintaining social distance, people are now working from home and face-to-face communication has been curtailed.  As an insurance broker, you still want to remain in business and reach out to your clients, but you cannot meet up with them. The big question then is, how can an insurance broker sell insurance during Covid-19? 

We share some great tips with you on how to ace it.

Set Up A Home Office to Improve your Productivity

First, you need to set up an office at home. It will help you organize your documents, organize leads business cards, and generally have a conducive working environment. With a home office, you will be able to improve your productivity at work. Also, in an event where you need virtual meetings, you will not be distracted and you will look organized and professional to your clients.

Engage Your Customers on Phone or Virtually

To stay ahead of other insurance brokers, make calls or hold meetings with your prospects and educate them about insurance policies and news during the pandemic. Not  losing touch with prospects is key. You can also take time to educate them about different types of insurance. Be an authority and be honest.  Use a personal CRM app like Covve to organise your phone contacts, get call reminders and alerts with news affecting your network. This way you will always have an excuse to reach out. Nurturing your relationships with your clients is very important, now more than ever.

Go Digital, Go Virtual

Once you have set up a home office, you need to go digital in selling insurance.  You need to understand that the only ideal way to meet with your clients is virtual. You will need to hold meetings with your clients online to explain to them about the insurance policies.  Use video conferencing tools like Zoom, Microsoft teams, Skype, among others. After that, you can follow up with emails, texts, or calls. Also, get more leads by participating in other online events.

Leverage Modern Technologies to boost your Sales

When engaging with your customers, they will need to read and sign documents. This is where you need to use Cloud storage services and e-Apps. Save your documents online and make them accessible and shareable. For the signing of documents, use e-Apps that allow you to easily sign documents digitally. Moreover, an important tool is a digital business card (and of course the app that makes it). These are easy to create and share in seconds with a personal CRM app like Covve. This way you can share your business card with prospects even when you are social distancing.

Bottom Line

Selling insurance from home is not as hard as one might think and it is certainly a great solution in times where physical meetings are limited. When you have the right tools as mentioned above, you will make a successful sale.