Home About Contact

CLIENT PRESENTATION

Presenting solutions is the heart of your role as an agent. It’s your opportunity to align your client’s needs with the right insurance products that offer financial security and peace of mind. Focus on simplifying complex details, highlighting the key benefits, and tailoring each solution to address their unique goals and concerns. By asking thoughtful questions and listening actively, you can emphasize how the proposed solutions provide long-term value and protection for their loved ones. Remember, this is about helping clients make informed decisions, not about selling a product. Build trust, educate, and empower them to take the next step confidently.

CLICK HERE FOR MORE ABOUT EACH STEP

CLICK TO LEARN ABOUT FINDING THE WHY

Why This Matters

How to Find Their Why

Examples & Tips

Mastering Engagement

Engaging on the Phone

Phone conversations are all about tone, clarity, and authenticity. Establish rapport with these tactics:

  • Start with a warm, confident introduction. Example: “Hi, this is [Your Name], I’m following up about the [topic they inquired about].”
  • Smile while speaking—it reflects in your tone and creates a positive impression.
  • Ask open-ended questions like, “What prompted you to reach out?” or “What are your biggest concerns right now?”
  • Practice active listening—acknowledge their responses and repeat key points to show you’re paying attention.

Engaging Online

Online interactions require clarity and professionalism. Use these methods for effective engagement:

  • Personalize your messages. Use their name and reference their inquiry to make them feel valued.
  • Be concise and professional, but approachable. Example: “I saw you inquired about [topic]. How can I assist you today?”
  • Ask direct, open-ended questions like, “What are you hoping to achieve with this coverage?”
  • Respond quickly—timeliness shows professionalism and builds trust.

Engaging In Person

Face-to-face meetings allow for deeper connections. Use these strategies to build trust and rapport:

  • Begin with a firm handshake and a genuine smile.
  • Use body language to show you’re engaged—maintain eye contact and lean in slightly when listening.
  • Start by discussing their goals or concerns. Example: “What’s most important to you when considering this coverage?”
  • Share relatable stories or examples to connect on a personal level.

Presenting Full/Partial Mortgage Payoff

Presenting Critical Period Coverage

Overcoming Objections While Presenting

Objections are a natural part of any client presentation. Use the dropdowns below to explore common objections and discover the best ways to address them effectively.

Best Script: "I completely understand. Budgeting is important. Let’s look at some options that fit your needs without breaking the bank."

Real Script: "What if I could show you something affordable that still provides the protection you and your family need? Would you be open to exploring that?"

Best Script: "That’s completely fair. May I ask what specifically you’d like to think about, so I can provide additional clarity?"

Real Script: "Of course, take your time. What part of our conversation would you like me to revisit to help with your decision?"

Best Script: "That’s a great idea! Would it help if I provided you both with a summary to review together?"

Real Script: "I understand. If it’s helpful, I can set up a call with both of you to ensure all your questions are answered."

Best Script: "That’s wonderful! Let’s review your current policy to ensure it still meets your needs."

Real Script: "Would you be open to comparing your current policy with some additional options to see if they align with your goals?"

Best Script: "I hear you! Let’s break it down step by step so it’s easier to understand."

Real Script: "Insurance can be overwhelming, but I’ll walk you through it to make it clear and simple."

Best Script: "I understand. Would it help if I shared how claims and benefits work to build trust?"

Real Script: "I know trust is important. Let me show you examples of real claims and how they’ve helped families like yours."

Best Script: "That’s great to hear! Being healthy now means you can lock in lower rates for the future."

Real Script: "Insurance is most affordable when you’re healthy. It’s a great time to secure your protection."

Best Script: "I hear you, but life can be unpredictable. It’s better to have protection when you don’t need it than to need it and not have it."

Real Script: "Life insurance is about planning ahead. Let me show you how it can safeguard your loved ones."

Best Script: "Let’s find something that works within your budget. Protection doesn’t have to break the bank."

Real Script: "We can start small and adjust as your needs or finances change. Let’s explore those options."

Best Script: "I understand, trust is earned. Let me show you how I prioritize your needs over making a sale."

Real Script: "My role is to serve, not sell. Let’s make sure we find the right solution for you."