Talk about the professional process of insurance on the spot, and what are the seven major processes

Insurance is not good now.

Insurance companies are reliable and are managed by the CIRC.

The seven processes of professional insurance sales: planning and activities, customer development, interviews, delivery of proposals, closing, delivery of policies and requests for referrals, and after-sales service.

Strategy: 1. Use automation: Once the sales process is complete, you can rely on marketing automation tools to reach out to your target customers on a regular basis and use them to alert your salespeople when it's time to follow up.

2. Provide visibility: The sales funnel is critical to cash flow as well as the future of the company.

3. Implement accountability: The most important step to improving and understanding your sales is to implement regular accountability.

The final link in the professional insurance sales process is after-sales service.

The specialized insurance sales process usually includes: contact - > interview - > build trust - > analysis of needs - > delivery of the plan - > signing - > delivery of the policy - > referral - > after-sales (claims) services.

The most important part is to build trust.

Specialized Insurance Sales Process:

Contact – Interview – Build trust – Analyze requirements – Deliver the proposal – Sign the bill – Send the policy – Refer it. ——After-sales service.

The seven processes of professional insurance sales are: Plan & Activities, Customer Development, Pre-Contact Preparation, Contact Description, Facilitation, and After-sales Service.

The main process is to contact, explain, and facilitate.

The details are as follows:

Contact: It is to arouse interest and stimulate demand. The principle is to use the customer's ideas to guide the customer's decision; Use "persuasion" instead of "persuasion"; Customers don't like to be sold, so try to start with care, service and satisfaction.

Description: The elements should be easy to understand, concise and powerful, and achieve natural expression; Be careful to keep the main points concise; When a customer asks a question, answer it in a confident tone to give the customer a sense of security.

Facilitate: It is to sign the policy, after the customer understands the content of the policy, the policy is signed, and the insurance sales are reached.

Specifically, it can be divided into 8 steps, 1, plan activities 2, customer development 3, pre-visit preparation 4, contact interview 5, display instructions 6, refuse to deal 7, facilitate the transaction 8, after-sales service As long as you master these 8 steps, you will be an excellent insurance marketer!

Programs & Events Customer Development Pre-Contact Preparation Contact Instructions Facilitating After-sales Service.