{ "media_type": "text", "post_content": "P&C focused people: What do you do to find success cross-selling life policies? I mostly sell P&C off internet leads. Most are not the ideal client for my company but I take care of them like I would anyone else. I do okay but not great with life after having the client for six months once I move them into a preferred policy. That move saves them enough to make life doable coupled with established trust. I’ve been told just to quote the auto and life together initially but it feels “off” to me.", "post_id": "5f74926dbbb759001caa9f13", "reply_count": 2, "vote_count": 0, "bowl_id": "59e71feee19fb20017ed3069", "bowl_name": "Life insurance sales", "feed_type": "bowl" }

P&C focused people: What do you do to find success cross-selling life policies? I mostly sell P&C off internet leads. Most are not the ideal client for my company but I take care of them like I would anyone else. I do okay but not great with life after having the client for six months once I move them into a preferred policy. That move saves them enough to make life doable coupled with established trust. I’ve been told just to quote the auto and life together initially but it feels “off” to me.

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Get to know them. Expose their need for protection. Married Couples: HUGE success Rate. “If (spouse’s name) were to tragically lose you, would it be important to have the mortgage paid off for them?” (Can also cover rent if they aren’t a homeowner) Slam dunk every time! Singles “Who would be financially burdened if you tragically passed away?” … “their answer”… “Would it be important for you to have a plan in place, for them, if they tragically lost you?” And yes, ask every time! I’m always shocked when people are just like “yeah, I’ve been meaning to look into that”. JUST ASK

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Commit yourself to offer life insurance to every prospect and every current policyholder; than ask for referrals of “folks like them.”

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