Prospecting for New Clients
Laying a Solid Foundation | Lesson 2

Ready to Prospect?

Prospecting is all about taking cold contacts and turning them into warm leads. I know, I know… prefacing anything sales-related with the word cold is enough to make some agents cringe. But it doesn’t have to be that way.

The most important thing to remember is that prospecting is going to look different for you than it will for anyone else. It’s about what works best for you and your unique situation.

That being said, though, there are three considerations to be made regardless of which strategies you choose.

One, business cards.

You never know when opportunity will strike. Be ready when it does with professional business cards.

And if you’re not sure where to get business cards printed, you can order them through us via the shop ritter im dot com link on the resources page.

Two, what about a website to put on those new business cards?

We’ve talked before about the importance of insurance agents having a website. Whether it’s a Shop & Enroll page, your website, or a social media business page, an online presence is crucial.

It’s where you’ll send potential clients to learn more about you and your services, and in the case of Shop & Enroll, where your clients can fill out electronic Scopes Of Appointment and enrollment forms.

Three. Get organized and stay organized.

As you’re working with contacts, you’ll need to keep track of where they’re at in your pipeline and what action comes next. If you haven’t already, make sure you’re familiar with the Clients tab on the Ritter Platform. It’s a one-stop-shop for managing client appointments and information.

Once you’ve worked through these three steps, you’re ready to move on to the next stage of prospecting. In our next lesson, we’ll identify what strategies will work best for you, and how to go about implementing them. See you there!

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