It’s Time to Revisit Those Aged Leads

Leads that didn’t work out. Everyone has an online folder, desk drawer or manila folder filled with referrals and other names that came your way. You talked to them. They weren’t interested. They thought insurance was boring. Maybe they’ve changed their minds.

Proceed with Caution

Between the do-not-call list rules and the pandemic, there are restrictions on cold calling and prospecting. Check this out with your manager so you stay on the right side of the law. Some of these names might be friends, current clients or recent prospects.

(Related: 3 Local Influencers You Want to Know)

They might receive your eNewsletter. Let your manager guide you on who you can (and can’t) contact.

5 Reasons to Recontact

If they weren’t interested in insurance before, why contact them now? What has changed?

1. You can lose money in the stock market.

There’s an old expression: “Money talks. It says goodbye.” Over the past few years, the stock market did well. During the pandemic, it’s run into problems. People should diversify. They might be interested in putting some of their money in a product where the initial principal is protected.

2. Cake 101: Having it, eating it too

If they got their fingers burned in the stock market, they might be interested in an insurance product where they participate in a portion of any stock market increase, yet aren’t taking on much, if any principal risk.