How to Close a Life Insurance Lead Successfully

How to Close a Life Insurance Lead Successfully

In marketing, a ‘lead’ is an indication of interest by a consumer. They may have completed an inquiry form on the internet. Alternatively, they may have found an insurance broker’s contact details on a portal and emailed or called them to find out more. It’s important to close leads as professionally and quickly as possible. Remember, they are probably talking to at least one other broker.

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By April 14, 2017 0 comments uklifeleads
Handling a Follow-Up Interview with a Hot Lead

Handling a Follow-Up Interview with a Hot Lead

Most folk like to think about things before they buy. This is particularly true of new life insurance where there may be penalties for discontinuing. We do something similar when we purchase motor cars. We test drive them, compare them, and think about it several times before we decide. As every car salesperson knows, they are not the only ‘kid on the block’.

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By April 13, 2017 0 comments uklifeleads
What the Prudential Regulation Authority Does

What the Prudential Regulation Authority Does

While previously the Financial Services Authority covered the entire industry, nowadays the Prudential Regulation Authority (PRA) and the Financial Conduct Authority (FCA) share its tasks. The FCA is mainly concerned with protecting consumer interests. While the PRA focuses on regulation and oversight of Britain’s over 1,600 credit unions, insurers, building societies, banks, and companies offering investment advice.

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By April 12, 2017 0 comments uklifeleads