5 Life Insurance Sales Tools for Driving Success

Are you searching for something to propel your life insurance sales to the next level? Everyone can fall into a routine of using the same sales methods over and over again. How long has it been since you took a good inventory of the tools you are using to bring in (and keep) customers?

Here are 5 life insurance sales tools that will enhance your daily sales routine and help land you more leads:

An Email Marketing Tool

If you are still piecing together emails from a handwritten list, it’s time to join the twenty-first century. An email marketing tool, such as Constant Contact or MailChimp can revolutionize the way you communicate with customers, potential and current.

Most people think of email marketing as a way to get new business. It certainly can be used as such, but it’s also an amazing tool to use to keep business. With a stored list of current customers, sending a quarterly newsletter or update can do wonders for you. It lets customers know that you are still there for them and that you care enough to stay engaged with them.

A Website

This may seem like a no-brainer, but a website is one of the most important sales tools you can own. Imagine having a salesperson who never sleeps, never eats, and never stops working. That’s your website.

A website allows potential customers to find you on their terms. Unlike ads or sales calls, a website works for you when the customer is ready. This makes the experience more personal for the customer and gives you a constant presence, able to be viewed 24/7.


It’s time for another upgrade. You are ten steps behind the game if you do not have a customer relationship manager (CRM). This tool will store customer information for you so when you call a customer or potential customer, you can have everything you need to know about him/her in one click.

Think of a CRM as your one-stop shop for customer information. Everyone wants to upsell customers on additional services, right? What if you already knew about someone’s long-term financial goals? What if you had already collected someone’s date of birth? You would probably know much better how to target your message when you already have background knowledge about someone!

Beyond that, your current customers will appreciate you “remembering” everything and not asking them to repeat things about themselves that they’ve already told you.

A Video

YouTube is the second largest search engine.

We really could stop there, but we’ll continue for good measure. Video is taking over the internet, and informational and how-to videos are in high demand. This gives you a perfect opportunity to make a few videos on your services offered or even explaining the products you sell. Publish them on YouTube, send them through email, or put them on your website! No matter how you use them, videos are engaging.

Looking for more life insurance resources? Contact DBHC today for more information!



NinjaQuoter.com. (n.d.). Retrieved April 5, 2017, from http://ninjaquoter.com.

Edward, T. (2015, July 24). YouTube Ranking Factors: Getting Ranked in The Second Largest Search Engine. Retrieved from http://searchengineland.com/youtube-ranking-factors-getting-ranked-second-largest-search-engine-225533.

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