In the world of Preneed and Final Expense, it is very easy to get lost trying to find a “secret strategy” or a magical sales script to close more policies. However, top producers at Security National Life all agree on an absolute truth: when sales stall, the solution is always to go back to the fundamentals.
In our latest Agent Advantage: Back to Basics webinar, we sat down with the marketing team to break down exactly what separates an average agent from a high-level producer. Here are the key components discussed in the training:
1. Mastering the Kitchen Table Presentation
The training emphasizes that the heart of our business remains simplicity. Going back to basics means:
- Asking more questions and talking less: Don’t jump straight into selling a product. First, qualify, listen to the family’s financial fears, and discover exactly who they want to protect.
- Simplifying your message: Avoid complex corporate jargon. The client needs to understand, in plain terms, that this is cash that will go directly to their family or the funeral home the day they pass so their loved ones don’t inherit debt.
2. Knowing and Using Your Daily Digital Tools
You cannot be an efficient agent if you are tripping over basic technology. The marketing team stressed the importance of mastering:
- The SNapp Life App: Make sure you know how to quote quickly and without errors right in front of the client. A slow quoting process kills the rhythm of the sale.
- The Agent Portal: Your virtual office where you must check your updated Underwriting guidelines daily so you don’t submit applications with medical errors.
3. Direct Support: Your Field Safety Net
One of the most valuable parts of the training was reminding agents that they are never alone in the field. If you hit a roadblock with a medical or commission question while sitting with a client, the marketing and support teams are just a phone call away.
You can dial the main line at 855-765-4765 and use the speed-dial menu for immediate support (which includes direct Spanish-speaking assistance in key departments!):
- Option 3: For direct inquiries regarding Underwriting Risk Assessment.
- Option 5 or 6: To connect directly with the Sales Support and Marketing teams.
- Direct Policy Services Line: Call 68602 and enter the Spanish queue by pressing Option 3 (Direct Spanish Queue).
