the future is here · welcome to internet selling team training module one preparing to sell . why...
TRANSCRIPT
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The Future Is Here
Welcome to
Internet Selling
Team
Training
Module
One
Preparing To
Sell
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Why Internet Selling?
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Gas Savings?
• Most agents think about gas savings
• Assume 500 miles per week
• Average 25 mpg
• That’s 20 gallons of gas
• At $3.50 per gallon, that’s only $70 a
week or $3,500 a year
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The Real Reason - Time
• Assume you can average 40 mph
• 500 miles a week would be 12.5 hours of driving
• 12.5 hours times 50 weeks is 625 hours per year
• That’s 78.125 days a year or 15.6 weeks a year!
• Imagine having an extra 15.6 weeks a year!
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Other Advantages
No geographic limits
• You can work from anywhere
– Home – Cabin – Boat – etc.
• Sell anywhere
– Anywhere in US is now open!
• Lower lead costs or outside opportunities
– Penetrate areas without competition
– GoldenCare opportunity
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Differences
• Phone and computer are now
primary tools
– Average 5-6 hours per day on phone
– Going to get really good on computer
• Establish trust and relationship
differently
• Have to use a presentation
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You Can’t Afford Not To
• It’s uncomfortable at first
• There’s a learning curve involved
• Have to improve computer skills
• It’s maybe not for everyone
Bottom line:
If you can sell in the home, you can sell over the internet!
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Step 1: Credibility
Step 3: Sales Tools
Step 5: Products
Step 4: Learn Join.Me
Step 2: Trust
Preparation Steps
All steps must be completed prior to starting internet selling
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Sales Tools
Personalized Presentation
Website
Letterheads and Business Cards
Applications
Brochures and sales material
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Personalized Presentation
• Purpose and usage
• Need 5-10 pictures of
– You (headshot if available)
– You and spouse
– Full family picture
– Other pics you want to share
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Presentation Methods
• There are several ways to do a
presentation:
– PowerPoint Viewer
– PDF File
– Microsoft PowerPoint
• On your desktop you will have an
icon for your presentation
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Initial Set-up
• Save the “2012 Consumer Presentation Internet” onto your desktop
• Set up a new folder on your desktop and name it “Pres Tools”
– How? Go to desktop, right click in an empty space, click on new – folder, type name for folder
• Use “Pres tools” for all sales material
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Do Not Have PowerPoint - 1
• http://www.microsoft.com/en-us/download/details.aspx?id=13
• Click on link above
• Download PowerPoint Viewer 2010
• Follow instructions and install the viewer on your computer
• Clicking the presentation icon should start slide show – Click anywhere on slide to advance to
next slide
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Do Not Have PowerPoint - 2
• Your second option is to show the
presentation in a pdf format
• You should already have adobe
reader on your computer
• When you click the icon, the pdf file
will open in Adobe Reader.
• Use page down button or scroll bar
to advance to next slide
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If you have PowerPoint
• Open program, click on “help” on
and know the version you have
• Following slides cover the most
common versions
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Website
• Need bio
– 2-3 paragraphs long
• Picture – at least one
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Business Cards/Letterheads
• You’ll be communicating by mail
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Fillable Applications
• www.aimforltc.com/extendhealth
• Download app for each state
• Save on desktop or Pres Tools
Folder on desktop
• If computer literate, request online
application signature training from
Docusign
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Other Sales Materials
• Brochures and other materials can
be ordered from supplies
• Remember to request “soft copy”
emailed to you
• Save on desktop or in “Pres Tools”
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Join.Me
• The program we use to share our
computer is “Join.me”
• See instruction Presentation
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Type Join.me In Address Box
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Website
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Share Is Your Area
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• Click basic start download
• Click on arrow
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• Save onto your desktop
• If you have an option to save or run, click on
“Run”
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• Dashboard will come up with 9 digit
number to give to client
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• Instruct client to go to join.me
• They type the code you give them
into the green box and click arrow
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Using Join.Me
• When it shows they have joined,
they can now see everything on your
screen
• When done with presentation, click
the red arrow to exit
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Giving A Presentation
• Have the following open on computer
– Consumer Presentation
– Application
– Brochure
– Rating software
• Review Task Bar and moving between programs
– Alt-Tab moves easiest
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Health Qualifying Questions
• How has your health been?
• Have either of you been in the
hospital in the last five years?
• Are you taking any meds right now?
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Financial Qualifying Questions
• If you needed care at a cost of $45,000 a year, how many years could you cover?
• We only recommend LTCi to people who have assets to protect. Do you have money in retirement plans? Real estate? Any other assets?
• Not only qualifies for LTCi, but gives idea of potential premium
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Key Points
• Use picture slide and website to
establish credibility and meeting of
minds
• Remember to “check their oil” every
slide – keep them involved
• Use presentation to give you a track
– don’t read slides, that’s client’s job
– you’re telling the story
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Key Points 2
• Using grouping when talking about
what your clients normally do
• Examples:
– My clients like the convenience of
online appointments…
– Most clients like the fact…
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Application
Options for application
• Complete fillable app, sign with
Docusign and electronically file
• Complete fillable app, print and mail
to client for signatures
• Show fillable app, complete paper
app, mail to client for signatures
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Critical Care
• Have you already been trained on
Critical Care?
• If not, schedule a time for training
• Order the consumer presentation
• Best case:
– UoO
– United Security
– Critical Care