Increasing agent appointments
is our primary objective.
Most advisors agree that it's harder
to "Get-In" than any time in history.Prospects are skeptical to meet,and clients are often too busy to
accept a meeting without heightened awareness of a new potential need.
In today's market, maintaining "top-of-mind" awareness is imperative, not just for clients but for those
appointments you didn't close, a referral you didn't schedule or a
prospect that needs more time to build emotional safety before saying
yes to your appointment request.
People buy from people they like,
and non-business touch points
elevate you above your product or
service. They help the agent
out-class the competition and
are viewed as more genuine and
caring - elements that eventually create
emotional safety and likeability.
Using likeability generators creates
appreciation and increases response
percentages to e-storyboards and
e-checklists, all leading to increased
appointments and sales.
Websites, newsletters and
articles are written to educate.
They are valuable for building
validation but they don't create
responses for appointments. Though
they are not lead appointment
generators, they do have their place
in marketing - mostly to build and
maintain a professional reputation.
E-Relationship helps agents send
e-articles, e-links to their websites,
e-announcements and provides the
ability to print labels for postal
How many times have you heard, "I
didn't know you did that" or "I knew
you were in the insurance business
but I didn't know what you did."
E-Referral Messages, E-Storyboards,
e-Checklists, and e-Invitations
designed to be "Lead-Pullers."
Recipients simply click to request
additional information or to say yes to
an invitation. The cumulative effect
of multiple contacts increases agent
positioning for cross selling, new
loyalty and market preference.