17 Tips to get more insurance leads referrals

Annuity leads - Insurance Leads and 157 Marketing Strategies and Tips"

Newsletter #31

“17 Action Steps to Increase Referrals, Improve Retention, and Attract Clients for 2009"

In Other Words…Essential Things You Must Do If You Plan To Succeed.

Here’s a list of solid action strategies that can get you started immediately with enough “to do” for a long time.

Just remember, to implement everything takes time.

Read the ideas, pass them by your staff, friends, and client’s or more importantly TEST them out! How many are you currently doing?

Had one of my members who had written over 8 Million in annuity premium this year helped me compile this list.

Here are just 17 ideas you can implement immediately to generate more Insurance leads:

  1. Have a Welcome Kit for every new client.
  2. Send out a monthly client newsletter.
  3. Have a Name Capture sheet by the phone, so that ‘everyone’ and ‘anyone’ who calls and inquiries about anything are put on your in house mailing list.
  4. Make a list of all your friends, family, neighbors, and associates and send them a lead generation postcards, and your monthly newsletter.
  5. Have pictures of you with your happy smiling clients in your office.
  6. Have a list of clients of the month in the office, plus mention them in the monthly newsletter. How do you choose the “Client of the month”? Anyone who refers!
  7. Reward anyone who refers. Gift Certificates to a favorite Restaurant, Bath and Body, Movies, etc...
  8. For every holiday, do a special campaign with a special offer. For example offer special financial reports. Many of our reports we have in our “Ultimate Insurance System” can be motivated for Fathers Day, Mothers Day campaign, and Christmas. Take the concept and tweak it.
  9. Hold special events for prospects. Offer a FREE movie during the day and rent the whole theater and offer free Popcorn and drinks before the movie starts. You just stand up before the movie starts and just welcome everyone to the movie and at the end of the movie pass out special report package and offer a free one hour consultation. In the spring time hold a meeting at a local nursery with an expert speaker on gardening. I have one member who does both of these events on a yearly bases and he writes millions in annuities using this concept.
  10. Mail out 1000 postcards to a list of IRA Holders, CD Holders or affluent widows. If you mail 1000 postcards and just get one new client, you’ll be in the profit! You simply can’t fail. Do that 4 times a month and you get 4 new clients with just 1 strategy? Run the numbers…If it costs about $450 to mail out a 1000 postcards and your average commission on a annuity is $4500. That’s a huge profit you can build on!
  11. Run a lead generation ad in a local newspaper. Remember to test different headlines. Some WILL pull well, some WON’T. I had a member in Utah use one of our postcards and turned it into an ad and for a cost of $300 ran it three times in a week and received over 60 leads. I really like those numbers.
  12. Test Everything. You’ll find that some things work incredibly well, while others will bomb.
  13. Have a direct response website. Have your website address on all your postcards, direct mail letters, flyers, reports, newsletters and sales cards. Also, when they go on your website you can capture their email and they’ll see all your other offers, reports, and newsletters. According to AXA Equitable Retirement Scope Survey: 83 percent of working Americans and 75 percent of retirees have Internet access at home. Retirees spend nine hours per week on the Internet, a full hour more than working Americans. More than half of retirees read the news and buy travel tickets on the Web; 37 percent email their grandchildren. If you need an auto responding website and client newsletter we have a free trial offer at Http://www.PmrSystem.com
  14. Send a Thank you card to everyone after their appointment.
  15. Give a care call to a client.
  16. Always give more than expected. Sit down for 5 minutes and ask yourself, “what else can I give my clients to make their experience a “WoW” experience?”
  17. Hire a telemarketing person to call two hours a day from her house. Have her call behind your postcard mailings. We have a phone presentation that will net two appointments for every six contacts.

If you need some additional marketing ideas and strategies for 2008 give me a call at 435-563-4749 and let me help you with a game plan. Check out our

For more information on our website and client newsletter go take a test drive over at http://www.PmrSystem.com

Check out this "Lead Junkie" story at:


Go forth and prosper,

P.S. Now is the time to buy your lists and get your mailing ready for 2008. If you thing your going to double your income in 2008 doing exactly what you did in 2007... you're crazy.

Creator of the "3-Step Postcard System";



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The quickest and most efficient way for you to get all my ideas at once so you can start seeing changes in your business right away is to visit my site at http://www.ultimateinsurancesystem.com/specialreport.htm and read my 16 page FREE CONFIDENTIAL REPORT.

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The most important marketing tip I can give you is have a good list. Our company uses a list broker that has been doing

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