Life Insurance Awareness Month….Appointment Setting Script CONTACT FOR DOWNLOADED VERSION

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In recognition for September being Life Insurance Awareness Month, I wanted to share a successful script we have utilized to schedule Family Protection Plan appointments (Life Insurance Appointments.   It can be utilized for those Agencies that have a Life Insurance Specialist in their office and/or for those Agencies where the Agency Owner is the Life Insurance Specialist. IF YOU LIKE …

The Marketplace Does Not Want An Insurance Agent

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A very high percentage of my readers that are reading this message right now are “Insurance Agents”  so I hope I got your attention. The marketplace has changed and I am here to tell you that it no longer wants or demands an Insurance Agent-that man/woman that sells Insurance.  That should scare you….BUT don’t quit just yet! There is a …

Life Insurance Power Phrases (Focus For Life Insurance Agents)

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Today, my focused messaged is to give you some insights and power phrases you can utilize in your Insurance Agency to pivot and start conversations around Life Insurance. You can be remembered by your family as that wonderful man who left them financially secure or you can leave them nothing.  I guarantee that if you do either, they will never …

Blockbuster, Circuit City, Toys R Us, Borders Book Store…..ARE YOU NEXT?

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I hope that the title of this Daily Message caught your attention.  FOUR MAJOR BUSINESS….THAT ARE GONE!   Our Industry is not exempt from the ever-changing dynamics of a Global Technology driven marketplace and the ease of information and resources made available by technological advances occurring every minute of every single day.  Google only recently suspended (not cancelled) their endeavours into the …

The Business Of Risk Protection.. Yet Is Your Business Too Protected From Risk

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If you are currently reading this message, you are probably in some way tied to the Insurance Business “The Business of Risk Protection” either as a Agency Owner or as an Agency Support Personnel.  Yet, let me repeat you are in “The Business of Risk Protection” not “Risk Prevention.” Two distinct differences but stay with me here and there is …

The Client Review…Your #1 KEY to Long Term Success (Part 2 of 2)

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STOP!! If you missed Part 1, go back and read that post first. In that post I discussed the value of the Client Review, what the review should be based on (NOT A SALES CALL), and even shared a sample script to schedule the Client Review. Today, in Part 2 we will discuss the actual Client Review process.  Before I …

The Client Review….Your #1 KEY to Long Term Success (Part 1 of 2)

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As I continue to develop this Daily Blog page and gather information from my Subscribers, a common thread has been coming through recently, “How To Do A Client Review” Let me first say, I will be making this a Video based training in the next couple weeks…SO KEEP YOUR EYES OUT FOR THAT.  At the same time I did not …

How To Interview…AND How To Be Interviewed (VIDEO)

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CHECK OUT TODAY’S VIDEO. In my experience in working in the Insurance Industry this has been what I have found.  “I am great at selling Insurance and talking with clients, yet I am not the best at hiring Team Members, interviewing them and managing employees.” Many of the Insurance Agents that I have coached need help with interviewing Team Members.  …

How To Get Your Clients To Call You….When You Have No Way To Reach Them

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Inevitably in every business and particularly in your Insurance Agency you have a percentage of your clients that you cannot reach.  The phone number you have for them is incorrect, you don’t have an accurate email address, they are not on social media, etc.  Yet, in order for you to expand your Agency and capitalize on all the opportunities within …

Are You Marketing To The Right Prospects? The Five Power Disqualifiers

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The “80/20 Sales and Marketing” by Perry Marshall continues to bring me immense insight into Sales, Marketing, Principles and Processes. Today, I share with you the concept of “Disqualification” as it pertains to your target market audience.  In the book, Perry Marshall explains the “The Five Power Disqualifiers” utilize these tools when determining your target audience and you can reduce …