9 Keys to Closing More Insurance Deals Over the Phone Visually

Experts in Screen Sharing

I recently interviewed screen-sharing expert Gilsi Sigvaldason, co-founder of CrankWheel, to get his insights on how insurance agents can close more deals over the phone.

CrankWheel provides visual sales software that enables real-time screen sharing on any device during sales calls. This helps agents explain policies clearly and build trust with prospects.

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According to Gilsi, the key to closing more insurance deals over the phone is to focus on visual selling insurance rather than just verbal explanations:

“To explain something complicated, for example, a policy over the phone and hoping that the end user will understand it, I think it's just impossible. You have to show it.”

Here are 9 proven keys that can help insurance agents close more deals over the phone:

1. Instantly Share Your Screen

Don’t just describe policies and materials over the phone. Instantly share your screen to walk prospects through visuals, comparisons, quotes, etc., in real time. This boosts engagement and understanding exponentially.

As Gilsi explained:

“A lot of agents that come to us to explain actually what they like most about is how simple it is to get people connected.”

2. Use Visuals to Build Trust

Prospects need to trust you before making a purchase. Visual selling insurance to your clients and showing them materials tailored to their needs establishes credibility and rapport much faster than verbal explanations alone.

According to Gilsi:

“You have to show it. So the usual use case will be, hey, I'm going to send you a calendar invite tomorrow. Can you show it to me then? While visual selling insurance you can answer, you sent just an SMS.”

3. Overcome Objections Visually

When prospects raise objections, instantly pull up materials on your screen to address their concerns. For example, show custom quotes or testimonials that relate to the objection.

4. Reduce Friction with Instant Access

Solutions that require complicated setups create barriers to visual selling. Use tools that allow prospects to instantly view your screen with one click. Never lose a lead due to friction.

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5. Use Screen Sharing to Qualify Leads

Quickly screen share to give short policy presentations on cold calls. This builds trust and rapport to determine if prospects are qualified before investing more time.

6. Direct Prospects to Conversion Pages

After screen sharing, redirect prospects to landing pages to schedule appointments, download content, or take other conversion actions.

7. Track Viewer Behavior

Tools that show if prospects are viewing your screen let you adapt your pace and focus to keep them engaged.

According to CrankWheel's CEO, screen sharing on sales calls allows agents to visually qualify leads and progress them down the funnel without formal meetings, as noted in Forbes.

With CrankWheel, agents can instantly share their screen with prospects to walk through policy details, overcoming objections and building trust faster. According to Entrepreneur.

8. Follow Up Visually

Conduct quick follow-up screen shares to address additional questions and build ongoing trust. Don’t rely on phone tag.

9. Practice Active Listening

Ask prospects questions and focus on understanding their specific needs, then tailor your visual presentations accordingly.

Closing Deals with CrankWheel’s Visual Selling

CrankWheel makes it easy for visual selling insurance services for agents to implement visual selling techniques that boost conversions.

For example, some agents using CrankWheel increased sales by 40-80% by showing visuals impossible to convey over the phone alone. Many now use it for 60-80% of calls instead of just booking meetings.

After learning techniques to close more insurance deals over the phone using visual sales tools like CrankWheel, continue enhancing your phone skills by reading our article “Insurance Phone Sales: 11 Rapport Building Tips” to get proven methods for establishing trust and rapport with prospects.

Gilsi explained:

“To explain something complicated, for example, a policy over the phone and hoping that the end user will understand it, I think it's just impossible. You have to show it.”

The ability to provide personalized, visual explanations on-demand has been a game changer for visually selling insurance phone sales agents.

After learning techniques to leverage visuals and build trust to close more insurance deals, continue enhancing your skills by reading our article “How to Sell Insurance Over the Phone” for a comprehensive guide on effective phone sales approaches.

Key Takeaways for Visual Selling Insurance Agents

Here are a few critical tips for agents to close more deals over the phone:

• Instantly share screens to walk prospects through visual selling insurance instead of just verbal descriptions.
• Use visuals to establish credibility and overcome objections faster.
• Reduce friction with tools that enable instant screen-sharing access.
• Screen share on cold calls to qualify leads and build rapport.
• Direct prospects to conversion actions post-session.
• Track viewer behavior to optimize engagement.
• Follow up visually instead of playing phone tag.
• Practice active listening tailored to each prospect.

Key takeaways on the 9 keys to closing more insurance deals over the phone:

• Instant screen sharing is essential- walking prospects through visuals and materials in real time builds engagement and understanding much better than just verbal descriptions alone. This instant visual selling capability is critical for closing more deals.
• Leveraging visuals during calls to establish credibility and trust quickly is hugely important. Visual proofs help agents overcome objections faster and progress the sale.
• Reducing friction through instant, one-click access to screen sharing is vital. Complicated setups create barriers to visual selling, so tools that make it quick and seamless, like CrankWheel, are game changers.
• Installing screen share on cold calls to give short presentations is very effective in qualifying leads and building rapport without formal meetings. This saves time while still moving prospects down the funnel.
• Directing prospects to targeted landing pages post-session is smart to keep them progressing toward a conversion action after visual selling.
• Tracking viewer engagement allows agents to optimize the presentation pace and focus based on the prospect's involvement. This increases relevancy.
• Conducting quick follow-up screen shares rather than playing “phone tag” keeps sales momentum going visually.
• Practicing active listening to understand prospects' specific needs is crucial. Tailoring the visual presentation to each individual is key.

The main points are that enabling on-demand visual selling and reducing friction is essential to help agents close more visual selling insurance deals over the phone. CrankWheel delivers on these needs to drive higher conversion rates.

The bottom line is that visual selling tools like CrankWheel allow agents to boost trust, understanding, and conversions during visual selling insurance sales calls. To experience CrankWheel’s visual selling capabilities, start a free 14-day trial here.

Listen to our Software Spotlight podcast episode featuring CrankWheel: Childhood friends Gilsi Sigvaldason and his co-founder created screen-sharing software CrankWheel to simplify sales calls and demos. Integrating email, calendar, and tools to capture interactions effortlessly, CrankWheel’s timeline visualizations help agents sell faster by sharing screens on any device without prospects downloading anything.