Virtual Selling Tips & Tools

Get a Video Conference Account

Host, record and share video conferences and webinars, including sharing a screen for a sales presentation or signature capture. Read more…

Explore the Possibility of Email, Voice and Text Signature Options

Many carriers include an email signature option with their eApp. Read more…

eApps with Remote Signature Capability

The YMEC, FireLight and CSG electronic application platforms available to you through Agent Xcelerator® provide a broad selection of carriers and products. Read more…

Set up an Instant Messaging Account

Instant messaging and video chat enable you to to keep team members connected and collaborating. Read more…

Set Up a Website for Increased Sales

Having a website presence becomes even more important for establishing credibility in a virtual selling environment. Read more…

Buy Leads & Ramp Up Your Marketing

Set up a regular funnel stream with weekly lead buys.  Whether you prefer direct mail, digital leads, warm transfer calls or webinar support. Read more…

Host Webinars, the Virtual Seminars

Use your video conferencing account to hold webinars – the new seminars.  Try a practice session or two with friends or family to gain confidence.
Read more…

"Pilot, Pilot, Pilot” & Set Up For Success

Be courageous. Pilot at least one of these prospecting and virtual selling opportunities.  Perhaps start with a “safe” client relationship and then expand. Read more…

Conduct Thorough Client Reviews

Now is a great time to reach out to your A and B clients to schedule a review of their health and life insurance, and retirement income in light of COVID-19 and a volatile market environment.  Read more…

Take the Time to Invest in Yourself & Others

Taking care of yourself and your family is the first step in effectively serving others. It is also a great time to fill any gaps in your schedule by completing continuing education requirements. Read more…

Virtual Selling Tips & Tools

1. Get a Video Conference Account

 

Zoom or video conferencing alternatives such as Join.Me, GoToMeetingTM, or Cisco’s Webex allow you to host, record and then share video conferences and webinars, including sharing a screen for a sales presentation.  All four services provide free trial periods – try them out to see which service works best for you.  

Zoom – Free plan available

Unlimited 1-to-1 meetings, HD video, and audio calls and screen sharing are just a few of the features that will help you connect with customers remotely. Paid options include the ability to schedule meetings and customize a webpage with your brand. 

Want to know how to use zoom? Check out these resources

Watch Zoom video tutorial by Agent Xcelerator

Zoom.us How to videos

Gotomeeting – Starting at $12 per month

Industry-leading screen sharing and web conferencing platform.

Join.me – Starting at $10 per month

Simple, light screen sharing and conferencing app. Designed to be simple to use with a limited set of features, easily share your screen with users who are connected with tablets, phones or desktop devices.

Webex – Free plan available

Millions of people trust Cisco Webex Meetings for video conferencing, web meetings, screen sharing, and online presentations.

(Free) iOS and Apple only

Many customers of all ages are used to the easy of FaceTime. It shouldn’t be overlooked for its simplicity and accessibility, though you won’t be able to share documents or your screen.

2. Explore the Possibility of Email, Voice and Text Signature Options

Many carriers include an email signature option with their eApp.

Some carriers allow voice signature for specific products in specific states. This includes having the applicant call a specific phone number to complete a recorded interview.

Others may ask the agent to follow strict protocol for recording and submitting the voice signature with the eApp. Examples of call recording applications available for iOS and Android are indicated below.

YourMedicare Enrollment Center enables voice signatures. Learn More

Check with carriers for specific guidelines on whether they accept email, voice or text signature, and the specific script, training and operational requirements needed to suubmit busienss. Always follow carrier requirements without exception.

iOS and Android $29.99 annually

TapeACall makes it easy to record calls you’re already on or calls you’re about to make. Once you’re done, the recordings show up instantly, ready for you to share or save.

Tapeacall preview

Android Free with ads or $6.99 for a premium version

Record any phone call you want and choose which calls you to want to save. Listen to the recording, add notes and share it. Integration with Google Drive™ and Dropbox allows calls to be saved and synchronized to the cloud as well.

Automatic Call Recorder preview

3. Write New Business via eApps with Remote Signature Capability

 

The YMEC, FireLight and CSG electronic application platforms available to you through Agent Xcelerator® provide a broad selection of carriers and products.  Learn more about carriers supporting a virtual sales process.

4. Set up an Instant Messaging Account

 

Instant messaging and video chat available through services like Microsoft’s Skype for Desktop or BlueJeans enable you to to keep team members connected and collaborating.  Try for free and decide which one works best for your business.

Skype keeps the world talking. Say “hello” with an instant message, voice or video call – all for free*.

*Skype to Skype calls are free. Operator data charges may apply. We recommend using an unlimited data plan or WiFi connection.

Use Skype to send SMS messages to mobiles worldwide and with SMS Connect you can now also read and reply to your phone’s SMS messages right from your computer. SMS connect will be released gradually. Skype is available on phones, tablets, PCs and Macs.

Try for free. Starting at $9.99 per month.

A powerful, fully-featured meeting solution on iOS and Android for workers on-the-go.

 

5. Set up a Website

Having a website presence becomes even more important for establishing credibility in a virtual selling environment.

Providers such as GoDaddy, WiX, and WordPress are affordable options with “plug n play” set up, making it easy to establish an online presence.  One page – including a professional picture, contact information and a mission statement for your business – is enough to get started.

Want something more specific to the industry, services such as AgentMethods and FMG Suite provide SEO friendly insurance and advisor website templates. 

Learn more about FMG Suite email campaigns, content library and websites available to you at preferred pricing, brought to you in association with Agent Xcelerator®

Starting at $10 per month

Your business has a lot going on. Do it all in one place with Websites + Marketing. Pick from designs tailored for your industry, send out emails with email marketing, and manage your business profiles on Google,

Starting at $13 per month

Design and build your own high-quality websites. Wix gives you 100s of templates, unlimited pages & top grade hosting.

Starting at $4 per month

WordPress.com gives you everything you need to create your website today. Free hosting, your own domain, a world‑class support team, and so much more.

6. “Buy Leads” & Ramp Up Your Marketing

Now more than ever prospects need your assistance in dealing with the impact of market declines on their retirement income, and having adequate health and life insurance protection.  Set up a regular funnel stream with weekly lead buys.

Whether you prefer direct mail, digital leads, warm transfer calls or webinar support, take advantage of the great lead opportunities available to you in association with Agent Xcelerator®.

7. Host Webinars

Use your video conferencing account to hold webinars – the new seminars.  Try a practice session with friends or family to gain confidence.  Start sessions at 15 minutes before or after the hour rather than on the half hour to avoid high traffic connectivity issues.

Offer Amazon, Walmart, or Target gift cards to attract and thank attendees. Likewise, you can offer to have the “seminar meal” delivered via services like GRUBHUB and UberEats.

Need help getting attendees?  Try Leading Response – with preferred pricing available to you in association with Agent Xcelerator®

Leading Response

Changing times call for a new approach. Offering turn-key webinar lead generation and non-event based marketign support. 

WebinarConnect

 You just set up the date and time. LeadingResponse will set up your online event and get you guaranteed reservations for your webinar. Our introductory price will start at $3000 for 40 webinar reservations guaranteed when following LeadingResponse’s best practices. (pricing subject to change)

Webinar Leads

Receive leads in your local market from an online pre-recorded seminar that directly addresses issues important to seniors in this unprecedented time.

Attendee Reconnect

Have you been hosting your own live events? We can help you remarket previous event responders or your database of contacts to call you directly.

Direct Appointments

We help you get in front of potential clients who need help for individual, phone or virtual meetings.

8. “Pilot, Pilot, Pilot” & Set Yourself Up for Success

Be courageous. Pilot at least one of these prospecting and virtual selling opportunities.  Perhaps start with a “safe” client relationship or two and then expand to additional audiences and opportunities. The trick is to just get started.  Start the journey, learn and evolve. Hope is not a strategy!

There’s an old saying: Necessity is the mother of invention. We are all on a journey that will reinvent business practicess. Check out these Best Practice tips for working remote. 

9. Conduct Client Reviews 

 

During a normal busy schedule, it can be difficult to fit in regular client reviews.  Now is a great time to reach out to your A and B clients to schedule a review of their health and life insurance, and retirement income in light of COVID-19 and a volatile market environment.   Their circumstances and those of extended family members likely have changed dramatically.

Where do your clients stand in needing Short Term Medical (STM), Hospital Indemnity, Life Insurance, home health care and other coverage. And, for each and every one of your fixed annuity clients, take the opportunity to remind them their fixed annuities are protected from the current market volatility.  Take advantage of these talking points and client materials available to you through Agent Xcelerator. 

10. Invest in Yourself & Others

These are challenging times.  Taking care of yourself and your family is the first step in effectively serving others. It is also a great time to fill gaps in your schedule by completing continuing education requirements. Or, study and obtain a new license to better position yourself for expanded opportunities with a more holistic insurance and retirement planning practice. During these times we all need positive influences so take the time to invest in yourself.

And, a small reminder that you can help those in need through YourMedicare and Feeding America. Every time an agent successfully helps someone enroll through the YMEC, YourMedicare will donate to Feeding America to help feed 10 hungry Americans. Learn more at YourMedicareFeedsAmerica.com.

Best of success with your virtual selling.

Let us know if we can be of help.