How do you sell more mortgage protection policies?
Sell more mortgage protection policies by talking to homeowners while they are ready and offering the right product on the first call. Add carriers, keep a follow-up cadence and use live transfers to fill your calendar with ready conversations.
Tactics that work
01Answer fast
Call new homeowners back within minutes. The first agent to reach a shopper usually gets the conversation.
02Add carrier appointments
More appointments mean you can match more health profiles and budgets, so fewer conversations end with no fit.
03Quote on the first call
Have your carrier tools open and present options while the homeowner is on the phone.
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 after the policy is placed. 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 mortgage protection 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 mortgage protection calls?
Quote on the first call, from more than one carrier, and ask for the application.
Should I offer living benefits?
Many homeowners value them. Having carriers that offer them gives you more to present.
What is a mortgage protection live transfer?
A screened homeowner connected live to your agent.
Does LeadRun sell insurance?
No. LeadRun runs the ads and delivers the calls. Your agents quote and write the business.
Add inbound calls to your pipeline.
Define your service area, call hours and daily cap.
Discuss Your Campaign