Explore expert tips & tricks, motivational quotes, flyers, and proven phone scripts designed to help you engage leads, build trust, and close with confidence.
Eric Bellaire “ Work the lead to the bone:https://www.youtube.com/watch?v=vEnnUxYnu7Q.
Use multiple communication methods, text , email , mail. Not everyone wants to talk on the phone right away.
Change up your dial times if the lead did not answer.
Always save your leads to your computer, tablet or personal device.
Recycle old leads, go back 60, 90 or even 100 days. Peoples situation changes.
Run a re-engagement campaign: text/ email, mail old leads, could be something simple as “still curious about life insurance? I’ve got something new for you- worth a quick look”.
Turn your lead into a referral, if they are not interested at the time “Do you know someone who could benefit from this or might be interested”.
If goes straight to VM, text most people block numbers but will read texts.
Use humor
If you have their info and can't reach them or door knock, google/ social media.
80% of sales happen after 5 follow-ups — yet most agents stop after 1 or 2. Use a simple CRM or reminder system to stay consistent.
Practice scripts, work on tone and confidence. Sometimes it’s not what you say, but how you say it.
This isn’t just another training—it’s your step-by-step blueprint for turning leads into results. Whether you’re brand new or looking to sharpen your skills, this course is packed with real strategies, practical tips, and agent-tested techniques to help you work and manage your leads with confidence.
You’ll learn:
How to choose the right leads for your goals and budget
What to say, when to call, and how to follow up like a pro
How to stay organized, manage your pipeline, and never let a lead fall through the cracks
The difference between lead types—and how to make each one work for you
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to show you’ve leveled up your skills! And an exclusive 25% discount
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