Creating Insurance Case Studies – Your Customers Love Insurance Case S…

Creating Insurance Case Studies – Your Customers Love Insurance Case S…




Effectively creating insurance case studies are a required piece of sales arsenal. Your customers love hearing a case study of a customer using your insurance products. Find out why case study stories are preferred by customers over pictures. Pictures sometimes convey the wrong visualization, where a true story creates desire and emotion for your customers.

The sayings, “every picture tells a story”, and “very picture is worth 100 words,” may be what insurance home office headquarters wants you to apply. This is why a company presentation book is littered with useless pictures of the home office, and diagram pictures of their financial success. There may already be enclosed a picture of yourself, what vanity! You acquire customers by what you say to convince them and creating trust in your abilities.

Say you are on an appointment with a prospective customer interested in disability income presentation. First, you show your customer pictures of the home office, a company rating chart, your mug shot, your license, and a picture of a person who was involved in a car crash. That was according to your insurance home office, with pictures and illustrations well worth 2,500 words. 2,500 words that let a customer’s mind wander. additionally, what story was told? Is the message conveyed that the customer is dealing with a sales representative from an old insurance company that feels you are company qualified to show a picture of a big driving accident?

Personally, it makes the client feel uneasy and maybe already thankful that he or she does not do that much driving. Since there are well over 2,000 events whereby a person can become disabled, do you show them 2,000 pictures? Do you ask them how they think they might become disabled? Neither question, nor none of they methods will get you far in obtaining new customers.

See why creating an insurance case study story is so extremely effective. An insurance case study emotionally communicate to your prospective customer the right emotion message by telling the right story. For an insurance case study to be effective, it must give facts and answer questions closest. Questions include who the customer is, what problem occurred, what financial or other emotion wound was opened, and what were the possible solutions and were they functional, The case study story must continue about problems arising, how an insurance product could assist or solve, what was the final outcome, and what is the person involved in the situation feeling now.

If you sell disability, I will help you out with my own true disability insurance case study story.

Donald Yerke was a very successful insurance agent, specializing in health insurance products, and being careful to continue a quality disability insurance policy on him. After moving up in the ranks, he started his own company, working with insurance companies and marketing firms by streamlining their recruiting programs. Don hit the golden egg, no roadblocks were going to get in his way, or so he thought.

While being so busy in his endeavors of working with insurers, he made the oversight of letting his own personal disability policy lapse. Unfortunately, insurance agents assumed he was protected, and neglected to contact him about a disability insurance plan. As a smart businessperson, Don consistently put away money in mutual fund nest eggs for his retirement. However, Don was not medically destined to reach age 53 before stroke after stroke and other harsh medical conditions hit. If some people say death is sometimes hell, disability always is. Disability insurance is meant to pick up a large part of income when you cannot longer work, like what happened to Don.

You might think that Don was fortunate, because he had a sizable retirement fund he could dig into. Social Security is a poor excuse for true assistance to a formerly hard working person. Further mishap blew in like a hurricane when the economy went into a landslide. Don’s mutual fund values were suddenly cut by more than half, and his house value was significantly slashed. Don lived the American Dream; however, he made one small slipup.

If he had kept his disability income insurance, he would rihgt now have a much-needed steady check coming in monthly. Successful or not however, are you willing to take a chance at almost losing it all? If not is it okay that I proceed and show you a associate options worth considering?

An insurance case study story can be up to 1,500 words. The one I gave you was only 500 words. Case study stories hit the emotion needs of insurance customers very hard, if enough detail is given. Next closest move to the option of choice close, using a”good” and “best” plan. If I had been given a similar case study story presentation, I certainly would have repurchased DI insurance again.

Please, feel free to use my true story and keep others from making the mistake that I did.




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