Industry insights

Ultimate Guide to Selling Life Insurance | iLife Tech

New to the insurance sales process? Looking to expedite your current insurance sales process? No matter where you are in the insurance industry, plenty of resources are available to make selling life insurance a breeze. 

Automated insurance sales solutions are one such way to improve your insurance business. With these solutions, you’ll be able to manage everything from one single platform. 

While established insurance players are adapting to digital advances to keep up with marketing, small companies and independent agents are often yet to do so. If you’re a small business or an independent life insurance agent, it’s time to build your online presence for increased brand awareness to boost sales.

Increasingly, insurance companies are fostering digital compliance as sales move online. Requesting insurance quotes from multiple providers, calculating insurance premiums, managing multiple insurance policies, and developing engaging custom text scripts are all essential to maintaining a smooth business workflow. 

Here are just a few reasons why future-focused insurers need to automate the insurance sales process:

  • A one-stop solution simplifies end-to-end sales, from receiving quotes to satisfying customer expectations and beyond. 
  • Integrating multiple digital tools into one single tool automates various stages of insurance workflow, from managing medical records to client approvals. 
  • Sales interactions are optimized across touchpoints to stimulate more streamlined processes throughout the insurance selling cycle.
  • Intuitive digital dashboards provide in-depth insights into business KPIs, such as sales records and profit making, in a particular period. 
  • Creating compelling and engaging product presentations can be done in a more collaborative environment that digitizes the purchase cycle seamlessly. 

iLife offers a dedicated CRM software that allows insurance firms of any size to store their data and sales record in one comprehensive place for better operations management. The insurance sales platform is designed to help sales agents understand the pain points of their prospective buyers and help them find insurance policies that best fit their needs. 

To help you level up in the insurance industry, we’ve put together the ultimate guide to selling life insurance. We’ll explain why insurance businesses need to develop a unique marketing strategy, how sales reps can excel in selling insurance policies to varied markets, and how the insurance agents can handle client objections while answering their queries proficiently. In short,  we’ll review why life insurance sales agents need to:

  • Craft compelling marketing strategies
  • Excel in sales
  • Handle objections effortlessly
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Crafting Marketing Strategies

Your insurance business needs an engaging marketing strategy to achieve growth. Your profit is based on a consistent flow of new leads, so searching for effective ways to attract potential buyers is necessary. Stay on top of life insurance marketing trends to revolutionize your lead generation game. From creating custom insurance text scripts to marketing your products across social media channels, iLife manages everything for you. 

Excelling in Life Insurance Sales

Life insurance agents have to be proficient in human-centered selling tactics. Being a sales rep, you must have the expertise to understand the pain points of your target audience. Align the product’s features to the buyer’s life insurance needs to surge your sales. iLife’s comprehensive insurance management platform allows you to manage your business, from browsing insurance policies to closing leads. 

Handling Objections

Being a life insurance agent, you need to be aware of the fact that you may be contacting your potential leads when they don’t really want a sales call. Customers don’t typically expect promotional calls, perceiving them as a waste of time. Insurance sales reps must engage the prospect through compelling conversation despite objections. That’s not all that simple, though. Luckily, iLife’s all-in-one life insurance sales platform helps you engage clients seamlessly. 

Become a Life Insurance Extraordinaire with iLife

iLife’s all-in-one insurance sales tool allows businesses and independent agents to manage their insurance business seamlessly. 

Streamline communication with custom marketing templates and engage your prospects effortlessly. Cut short the underwriting approval process by employing iLife’s insurance sales software.   

Sign up for iLife’s insurtech tool for successful customer journey mapping and understanding of your customer’s buying behavior to serve them better.  

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