How do you sell more auto insurance policies?
Sell more auto insurance policies by talking to more ready shoppers and closing more of them. Call back fast, quote from more carriers, offer bundles and keep a follow-up cadence for shoppers who do not buy on the first call.
Tactics that work
01Answer fast
Call new shoppers back within minutes. The first agent to reach a shopper usually gets the conversation.
02Quote from more carriers
More appointments let you compete on price and fit for more drivers on the first call.
03Offer the bundle
Ask every auto shopper about home or renters coverage. One conversation, more policies.
04Follow up on a schedule
Set a cadence: same day, next day, then a few times over two weeks by call, text and email where you have consent. Stop when they ask.
05Ask for referrals
Ask every happy client for one name right after they bind. Make it easy with a text they can forward.
06Get licensed in more states
Each new non-resident license widens the pool of shoppers you can serve, including from paid calls.
07Add inbound calls as one channel
Inbound calls and live transfers put auto insurance shoppers on the phone with your agents. Define your service area, call hours and daily cap, then scale what works.
Frequently asked questions
How do I close more auto insurance calls?
Answer live, have quotes from several carriers ready and ask for the sale on the first call.
What follow-up cadence works for unsold quotes?
Same day, next day, then a few touches over two weeks by call, text and email where you have consent.
Do live transfers help close rates?
A live transfer connects a screened shopper while they are ready to talk, which gives your agent the best chance to quote.
Can I limit how many calls I receive?
Yes. Set call hours and a daily cap that matches your agents.
Add inbound calls to your pipeline.
Define your service area, call hours and daily cap.
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