Communicating and Selling Insurance via Email
October 27th, 2009 by Katherine Hernandez
I just love email as a communication tool! (I could write a few pages on the pros and cons of it, but I won’t subject you to that!)
There are tons of great information on the Web that provide tips on professional etiquette and email. Since email is a vital tool with Internet leads—and one form of communication with InsureMe—I think it’s appropriate to touch on a few reminders about email and your InsureMe account:
- Please remember, you can email us with any questions/comments at leads@insureme.com. However, if you have an urgent matter, calling us is the best option.
- If you receive a denied credit request and have a question or concern about it, just click on the reply option (which will be directed to leads@insureme.com), and we will review the lead again.
- If you need to create more than one email for lead delivery, please call the InsureMe agent service department, and we can set that up for you (1-800-467-8736, option ‘2’).
- If you cannot initially reach a lead via phone, send them an email—even if it’s a quick message to let them know you will be contacting them.
Now for ‘netiquette.’” I cannot stress how important tone, grammar, spelling and font are when sending a professional email to consumers, because a poorly constructed email can affect whether or not a consumer wants to do business with you. (As we all know, spell check does not distinguish the context of many words.) It helps to re-read an email or have someone else conduct a quick check before clicking ’send.’
Our own Jeb Foster provided excellent tips for professional email etiquette in the InsureMe agent resource center. It’s titled, Tips for Email Mastery. Check it out!
November 16th, 2009 at 10:39 am
I remember when i started off as an insurance agent, finding good leads was a very challenging job. Nevertheless, it was one of the most effective and business development strategies to call up these leads and introduce them to what i had to offer. But the means fo communication have changed and emailing prospective customers is a much more productive practice. There are web applications and softwares available that will automatically follow up with people who dod not initially respond to your sale request or once you have emailed them, you are in a much better position to make a connection with the customers saying that you’re referring to the email you sent them, etc. etc.
December 7th, 2009 at 3:40 pm
[...] on board the email train, please check out Katherine’s blog on October 27th! (You can read it here) It also can be the cause of a common conundrum for agents these days: how often should you [...]