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Life Quick Request SM Sales Approaches€¦ · The Life Quick Request SM process is a fast and easy...
Transcript of Life Quick Request SM Sales Approaches€¦ · The Life Quick Request SM process is a fast and easy...
Life Quick RequestSM Sales Approaches
Genworth’s 2011 LifeJacketSM Study revealed surprising statistics about the current life insurance marketplace:
• 52 million Americans with household incomes between $50,000 and $250,000 do not have coverage
• 40% of those who have insurance don’t think they have enough
• $155,000 is the national average death benefit
This life insurance coverage need presents an excellent opportunity for you. The Life Quick RequestSM process is a fast and easy way to fill a critical gap in clients’ financial strategies and gain additional revenue.
Send via email approach letter.
After two business days make a call to set an appointment with the customer. Use Phone Script and Objection Handlers for your call. In preparation for the meeting, encourage the client to utilize the Let’s Talk Consumer magazine and the Consumer Needs Calculator.
Conduct the customer meeting. Ask the customer what their impressions were of the Needs Calculator and Let’s Talk content as a basis to begin the discussion.
� Utilize the on your desktop or iPad® to enter the quoting and ticket process.
Life insurance products underwritten by:
Genworth Life and Annuity Insurance Company, Genworth Life Insurance Company, Richmond, VA Genworth Life Insurance Company of New York, New York, NY
Only Genworth Life Insurance Company of New York is admitted in and conducts business in New York.
FOR PROdUCeR USe ONLY. NOT TO be RePROdUCed OR SHOwN TO THe PUbLIC.
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➋Let’s Talk Magazine
Letter
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)*Send email Phone call Meet client Begin quote
!Sales Approach: Option 1
Life Quick Request Portal
Consumer Needs Calculator
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Phone Script LifeJacket Study
Sales Approach: Option 2
Close a customer meeting by handing them the Let’s Talk Consumer magazine and mention that you also provide counseling on life insurance matters.
� Call the customer and ask them what their impressions were of the Let’s Talk materials. Send them via email the link to the Consumer Needs Calculator.
when you conduct the customer meeting, ask the customer what their impressions were of the Needs Calculator and Let’s Talk content as a basis to begin the discussion.
Utilize the and enter the quoting and ticket process.
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*Send email
)Phone call
Meet client Begin quote
!“The magazine is a valuable tool to better understand the value of life insurance. Take a look at it and I’ll give you a call in a few days to get your impressions on it.”
If they read it and have interest in further discussion, tell them, “I’m going to send you a link to an interactive calculator that will help you estimate your need for life insurance. Let’s get back together next week on _____ to discuss your findings and answer your questions.”
If they did not read it: “That’s ok, I can understand folks are pretty busy these days. I have a tool that I can send you by email that you might find helpful. It is a needs calculator and in about two minutes you can calculate an amount of life insurance that might be right for you. We can get together next week on _____ to discuss your findings and answer your questions.”
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Suggested Scripts
©2012 Genworth Financial, Inc. All rights reserved.
Life Quick Request reduces
processing time by 50% and
increases placement rate by 8%.*
Visit the Life Sales Center to learn about how Genworth’s life insurance solutions can make it more cost effective and profitable
to sell to Main Street clients. genworth.com/lifesalescenter
*As of February 27, 2012, cases processed through Life Quick Request had
a median cycle time of 13 days from the day New business receives the case
to the day the policy is mailed and an 8% increase in placement ratio over
paper applications.
Life Quick Request Sales Approaches (continued)