Here are some tips for following up with your Medicare supplement leads.
Even though Medicare supplement leads are often viewed as a slam dunk, there may be individuals on your list who take weeks or months to purchase a plan. It’s important to keep working all your leads as each person has their own timeline for buying health insurance. This doesn’t mean being pushy and over the top, but it does mean regular contact just to let them know you haven’t forgotten about them and are there to answer any questions they may have.
Say, for instance, you talked to several good Medicare supplement leads about two weeks ago and have not heard anything back. You have nothing to lose by contacting them again, whether by phone or email.
Here are two ideas you can use to make email contact. It gives potential customers a certain degree of separation to get an email that they can spend time reading and thinking about.
Email One: A softer kind of sell for clients who appreciate that approach.
I haven’t spoken to you since (date), when we talked about your health insurance needs. You mentioned then that you would make a decision about what you wanted to purchase fairly soon. As I have not heard from you, I am uncertain if you still wish to consider the policy/policies we discussed, or if there is something else that may suit you better. We offer multiple options for our customers.
If you are still interested in [POLICY/IES] or need more information about another one that might be more tailored to your needs, I would be happy to send it to you. In the meantime, should you have any further questions about the [POLICY/IES] we discussed, contact me at [PHONE NUMBER].
Email Two: A bolder approach for clients who just need a nudge.
My desire to be able to work with you in choosing the right health insurance for you and your family has grown since speaking with you [NUMBER] weeks ago. You are obviously looking for something that is right for your family and provides you with the kind of coverage you can count on when you need it. I am looking for a customer who understands how crucial health insurance is these days. We would make a good team.
We have numerous products that would suit your needs, and if you need more information on other alternatives to what we discussed, don’t hesitate to call me at [PHONE NUMBER]. My goal is to work with you to find an exact fit for your health insurance needs and to retain you as a customer for years to come. I look forward to your call.
You can use these email templates “as is” or tailor them to suit your personal sales style, or you can hit the delete key. The choice is up to you.
Clelland Green is with Benepath.net, a leader in providing health insurance leads. Benepath provides agents with exclusive health insurance leads and Medicare leads in just a few mouse clicks. To learn more, visit http://www.benepath.net.