Prospecting Among Your Own Clientele

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Use the start of a new year as a timely excuse to review the insurances owned by your clients and to request a meeting, to get back in front of them so you can illustrate where their coverage may be insufficient or even non-existent. It doesn’t matter if they are medical, business, disability or life clients; getting a fresh chance to pitch them and show them that you care about their financial protection is what’s most important.

The best sales leads can be found amongst your current clients. You are already familiar with their financial, health and social backgrounds, and these prospects know you. As long as your previous interactions were successful, you should have a downhill journey to making more business come from these comfortable relationships.