Calling tips for insurance agencies and brokers

Here are a few tips that will help agents get the most out of their cold calling. (Photo: Thinkstock)

Even with all of the insurance web marketing methods available to generate insurance leads, many brokers and agents still leverage the traditional cold call to set up appointments with prospects. While it can be challenging for many agents, cold calling can still be an effective tool to contact and validate potential insurance leads.

You can combine the old and the new by utilizing both innovative online techniques and B2B cold calling to build your book of business. Some would refer to this as “warm calls,” because the prospects are familiar with the agency, as they’ve been receiving information via email or social media prior to the call. But, for the purposes of this blog, let’s refer to this initiative as a cold calling or appointment setting initiative.