How To Call The Clients

One Call Close FEX vs Booking Appointments

with Giovanna

Giovanna aims for a one-call close whenever possible, as discussing coverage isn’t always something clients are eager to do. However, for those who need an appointment, she ensures it's intentional and solid to minimize no-shows. While most of her sales happen on the first call, she still books appointments when necessary, making sure they hold.

How to follow up with FEX leads the right way

with Giovanna

Giovanna prioritizes getting clients on the phone, as that’s where the full conversation happens. She uses texts to keep them engaged and familiar with her name, ensuring they recognize her when she calls. Instead of generic appointment booking links, she includes a question in her texts to prompt a response, like confirming if they were looking for coverage for themselves or a spouse. If they reply, she immediately calls back, knowing they have their phone in hand.

IUL IBC Intro and Expectations

with Somia

Somia keeps her intro simple and conversational. She confirms the lead’s request for information on becoming their own bank and verifies key details like their date of birth. Rather than following a strict script, she focuses on understanding their interests and needs regarding IULs. Her approach is fluid, using bullet points to guide the conversation while allowing room for natural discussion about benefits and goals. This keeps the interaction engaging and tailored to each client.

Agent Lead Lab - Calling leads 5 minutes after they come in

with David

David calls leads as soon as they come in, or within 5–10 minutes when possible, to keep engagement high. If it’s the weekend and he’s not working, he lets them build up and dials through them on Monday. His approach is direct, referencing exactly what the lead saw and submitted, like their beneficiary’s name, to jog their memory. He finds that about 95% remember filling it out, making the next step about closing rather than convincing them they inquired.

One Call Close IUL IBC or Set Appointments

with Somia

Somia closes most IUL sales in one call, even for higher premiums, by asking the right questions and clearly explaining the benefits. If needed, she books a follow-up appointment but prefers to present immediately. She creates and shares an illustration in real time, either through email or screen share, emphasizing the visual aspect of the policy's growth. Once clients see the numbers laid out, they usually have no more questions, making it easy to transition into the application process.

What is the best schedule for calling leads

with Heather

Heather calls leads as soon as they come in, never letting them build up. She uses an automated system that sends an immediate text message, and about half of the leads respond right away, allowing her to set appointments through text without much effort. She gives the rest a day to respond before making her first call. If they don’t answer, she starts calling in the morning, with her dialer handling follow-ups in the afternoon. She prioritizes persistence while

keeping the process smooth and non-intrusive

Agent Lead Lab - Bryan Bowers Should I Call When Leads Come In or Should I Let Them Build Up

with Bryan Bowers

Bryan prefers to let leads stack up before calling, aiming for around 30 before he starts dialing. This approach helps him manage his schedule, especially with family responsibilities, and mirrors the batch sizes he’s used to from other vendors. Once he has enough volume, he calls through them efficiently, knowing the high answer rate means it’s just a matter of closing and qualifying the leads.

Agent Lead Lab - Bryan Bowers How Often Should I Call These Leads

with Bryan Bowers

Bryan calls leads persistently, up to 10 times if needed. To bypass iPhone call filtering, he sends a vague but familiar text from his personal number. He also uses FaceTime as a "virtual door knock" since it avoids spam filters and triggers curiosity, increasing answer rates and closing more deals.

Agent Lead Lab - Andy Powlus - Call Leads in Real Time or Wait

with Andy Powlus

Andy uploads new leads to his phone burner system as soon as they come in. He uses a local ID to increase answer rates and keeps detailed call notes. If he can’t reach someone after a week, he moves them into a drip campaign

for follow-up.

Agent Lead Lab - Should you let the leads build up or call them in real time?

with Oliver

Oliver prefers to let leads build up before calling, allowing him to focus on dialing in long, uninterrupted sessions. However, if leads come in while he’s available, he’ll call them sooner. His strategy ensures he stays in the right headspace for several hours of focused dialing rather than switching back and forth between tasks.

Agent Lead Lab - Natural phone script introduction

with Ryan

Ryan keeps it simple and natural, confirming the lead’s request, verifying details, and asking about their motivation. He pre-qualifies with medical and financial questions before moving to the application. If they’re busy, he sets an appointment but prefers a one-call close. His approach is flexible, adapting to each conversation.

Agent Lead Lab - Scotty - What is your call strategy

with William

William takes a flexible approach, adjusting his strategy weekly while keeping his core messaging the same. He uses Ringy to stay organized and ensure no lead slips through. He calls leads as they come in, verifying their details and smoothly transitioning into the conversation. His tone varies—sometimes high-energy, sometimes more relaxed—depending on what works best. He emphasizes affordability, pre-qualifies clients, and moves straight into the

application.

Agent Lead Lab - Andy - What is your call strategy for IUL Leads

with Andy

Andy calls leads within minutes or the next workday, confirming their interest and budget. His goal is to get them on Zoom quickly to walk through an IUL illustration, making the process clear and compelling.

What is good SMS message template for leads

with Heather

Heather uses Ringy to send automated, compliant texts that are brief and direct, asking if AM or PM works best for a follow-up. If the lead is marked as a landline, she immediately calls instead. This automation has significantly improved her efficiency and results.

Best way to contact FEX leads

with Shareef

Shareef calls leads immediately if they come in during the day but waits until morning if they arrive in the evening. On weekends, he lets them build up and dials them all on Monday, capitalizing on higher weekend lead flow.