Page 26 - Lasting Mark : Life Book 2025

SALES PROCESS
SELLING LIFE

Face to Face

Life insurance sales face-to-face involves selling life insurance policies through in-person meetings between
the insurance agent and the potential customer. This traditional method of sales has a different approach
compared to telesales, focusing on personal interaction and relationship-building. Face-to-face sales can
be beneficial because they allow for a more personal connection, which can help build trust and rapport.
Additionally, it provides the opportunity for more detailed discussions and immediate feedback, which can
be advantageous in addressing complex insurance needs.

Telesales

Life insurance telesales is a process where life insurance policies are sold over the phone. It involves sales
representatives or agents reaching out to potential customers via telephone to discuss, promote, and sell
life insurance products. Telesales can be effective because it allows agents to reach a broad audience and
provide personalized service without requiring face-to-face meetings. However, it also requires strong
communication skills and the ability to build trust over the phone.

Cross Selling Life

Cross-selling life insurance with other insurance products involves bundling life insurance with additional
types of coverage to provide comprehensive protection for clients. This approach can enhance the value
of a client’s insurance portfolio and increase overall satisfaction by addressing multiple needs with a
single provider. By effectively cross-selling life insurance with other insurance products, you can provide
clients with a more comprehensive and tailored insurance solution, enhancing their overall protection and
potentially increasing your own business opportunities through a deeper client relationship.

26 | DOING LIFE WITH LASTING MARK