Taking Your Phone Calls from Stressful to Effective

 In Becoming an independent insurance agent, Blog, Tips for Independent Insurance Agents

Take the Edge Off Your Phone Calls and Close More Sales

Calling up potential clients is part of the job as an independent insurance agent, but it’s not necessarily the most exciting. At first, it can be quite stressful. However, calling prospects is a great way to interact with them, and potentially drive in more business to your agency. So, how do you make it less of a daunting task? We have four tips that can help with that.

It’s Ok to Hear “No”

Not every call you make will lead to closing a sale. Many times, you will likely hear the word “no”, and that’s ok. Every time that happens, you get closer to a “yes”. Learning to overcome objections will help you transform those negatives into positives.

Be Persistent

Whether you’re calling up referrals or leads whose number you got at a networking event, the first times you do this as an independent insurance agency owner, it may seem hard. But once you get into the rhythm of it, it will feel more natural and conversations will flow a lot easier. To make sure you make the most effective use of your time on the phone, try to block out time on your calendar for your calls. This will allow you to focus and not lose the ease.

Take the Edge Off Your Phone Calls and Close More Sales

Have a Goal in Mind

Don’t just call to call. What’s the purpose behind making calls? Are you trying to bring in more business? Maybe you’re promoting a new product, or communicating a change that happened within your agency. Having a clear goal in mind will help you drive those conversations in the right direction and increase the effectiveness of your efforts.

Go for It

Don’t think about it too much. If getting on the phone is not your thing, do it for the benefits that it can bring, but don’t shy away from it. Grab the phone and get started. Those conversations need to be had. Mistakes are a natural part of the process. Learn from each call. The next one will be better.


As an independent insurance agency owner, phone calls are important. Make every one of them count. Join one of the fastest growing independent insurance brokers in Colorado, Utah, Arizona, Wyoming, Kansas, Texas, Washington, Idaho, and Oregon. Join AAI today.

Recent Posts
3 Things to Consider If You Want to Boost Referrals4 Tricks to Build Trusting Relationships with Your Clients