“It ain’t over ’til it’s over.”

These words were stated over 40 years ago by then New York Mets Manager and future Baseball Hall of Famer, Yogi Berra. Your days of athletics may be well behind you but with the year coming to an end, it’s time to make the final push to achieve your annual goals. So what are you planning to do? Are you close or far from your goals? What if you could provide the tools, techniques, and motivation to not only accomplish your agency goals but surpass them? There’s good news, you can with a referral generating sales software equipped with a compliant auto dialer. Here are a few tips to smash your annual goals!

An Easier Way to Generate Referrals

Referrals are gold. They’re the warmest leads you can acquire. So, are you doing all you can to generate them? Sure, you may talk to your friends and neighbors. However, you can generate even more referrals with a ‘contact me’ link. This link, known as a web form, can be promoted by everyone in the agency using their email, social media, and more. Receive instant alert notifications when a new referral is generated. Then, schedule a call!

Could your business use more sales revenue? Blitz can help to nurture relationships and win more customers with our easy and effective sales follow up software! Schedule a free demo with us and we’ll show you how our software can increase efficiency and improve sales at your company!

More Dials… The Efficient Approach

To surpass your annual goals, you’ll need to pick up the phone. This is where an auto dialer can help. An auto dialer is a tool used in a variety of industries (including insurance) to boost outbound call productivity so you can quote more. So, whether your annual goals are within reach or require a few extra steps, an auto dialer like Call Logic could be that missing piece to help you surpass your annual goals.

How Can I Use it?

Chances are, your agency isn’t making as many calls as it could be. Why? Often times your sales or service professionals get distracted and discouraged with outbound dialing. “Ugh. Another number to dial.” But it doesn’t have to be that way. With the right mindset and list in hand, you’ll be off to the races!

Here are a few lists you should call this fourth quarter to reach your annual goals:

  • Win-Backs and Requotes: Insurance rates and needs are always changing for consumers based on a variety of factors. This is why all your producers need to be targeting requotes and past customers from within the last year. By identifying their current carrier, rate, coverage needs, and expected x-date, your producers will have the opportunity to run a requote and determine if your agency can provide better coverage.
  • Cross-Sells With Current Customers: Your best opportunity for more business comes from your current book. Do you have life insurance goals that are yet to be met? Targeting your current customers by setting reoccurring appointments for policy reviews is a great way to cross-sell other insurance policies. Seize the opportunity!
  • Leads: Are you buying leads to call for the remainder of the year? Lead lists can be massive and the chances you will call every lead in that list is slim. However, you might be able to with an auto dialer! An auto dialer will enable you to win over new clients before your competitors do. They won’t be able to catch you with your newfound tool!

What Should I Expect Using an Auto Dialer?

  • As many as 90 calls an hour per user
  • A staff on task. No more looking down at a piece of paper, typing in numbers and employee groans of despair
  • A motivated staff. Don’t forget to reward your staff as they are working towards the goals of the agency! Have a sales contest or offer incentives to the staff member who makes the most calls or most sales
  • Overall, one giant step closer to achieving or surpassing your annual goals

With referrals pouring in, automatic appointments generated on your schedule, and more quotes generated than ever before, you’ll become a selling machine!

Increase the effectiveness of your sales and marketing efforts at your company with our easy-to-use follow up software! Blitz is reasonably priced, and is packed with the tools your agency needs! Contact us to learn more!

But wait, “It ain’t over ’til it’s over!” Click here to schedule a free demo to see how Blitz and Call Logic can smash your annual goals!

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