The air grows colder; orange and red leaves pile up in the front yards of America; it is the time of year when night starts earlier and the things that lurk in the shadows step ever closer to your front door.
You’re a life insurance agent, though, and well accustomed to spooky situations. Whether that’s putting on your best Ghostbusters costume to revive a dead lead or finding yourself ensnared in a web of insurance compliance.
Ahh! We had to look under the bed after thinking about that last one. All clear.
If you’re brave enough to venture onward, we have 7 spooky situations that life insurance agents find themselves in every fall season (and year-round). Worry not, dear reader, we’ll lend you the comforting flashlight of the Symmetry difference along the way.
1 | Getting Ghosted by clients
Gasp, scream or sigh at this first entry, but every life insurance agent will at some point experience the eerie silence of a ghosted client. You had such a promising first meeting with them, but they’ve disappeared into a misty ether … No callbacks, no return emails – they’ve vanished!
Client communication is paramount to engagement, and the haunting impact these ghosts can have on your commission may keep you up at night. That’s why it’s critical to establish automated follow-up reminders, and if only there were a multi-channel communication tool to manage these reminders.
There is at Symmetry! Our agents have access to the ultimate engagement tool — Switchboard Funnel.
Switchboard Funnel is the evolution of agent-focused tech; with this omnichannel experience, agents can meet with their clients on their terms. Turn on the lights and start expecting data-driven results.
2 | A graveyard of dead leads
A full moon shines a spotlight on this next spooky situation: the frightening realization that you’re spending more time reviving old contact information than cultivating fresh opportunities. If your lead list looks more like an old cemetery, then it’s time to update those lead sources.
Agents with Symmetry can avoid this scare with our value-based leads system! We strive to generate cost-effective leads that don’t drain the life force out of our agents. We have leads to match your investment and are designed to give our agents 3-4x return.
Consistency and diversification are the night lights our agents can wield to keep the nightmarish possibility of dead leads at bay. Leads are the lifeblood of any insurance agent, and our value-based leads system provides a solid foundation for your financial growth.
3 | Trapped in a web of compliance
The next entry makes our skin crawl. Silky strands of sticky cobwebs promise to entangle you further into the terror of regulatory requirements. Keeping up with consistently evolving state regulations, carrier requirements and documentation can often feel labyrinthian, and the chilling consequences of getting something wrong crouches in every corner. One wrong move, and you’re caught.
That’s where the in-depth training at Symmetry comes to the rescue, carving a you-shaped hole in the nearest overgrown hedge and helping you escape the maze. Learn what you need to know when you need to learn it. With us, you’ll never feel like you’re out of the loop.
4 | The haunted house of outdated technology
A wooden door sits slightly ajar ahead of this next situation. Pushing it open results in a loud creak that gains a higher pitch as you’re able to see inside. You hear the howl of a house cat before your eyes fully adjust.
The sight before you is a house full of old doorknocker hangers and printed-out phone scripts. The terror of losing data, system crashes and manual paperwork might be enough to send you running, and who could blame you?
Outdated tech can be the difference between finding success and turning your gears. At Symmetry, we’re defining the modern life insurance agent. From sales enablement tools designed to nurture your leads to illustration platforms that show your clients the value in each product, we have solutions to fit your needs.
5 | Possessed by imposter syndrome
Heads will spin for entry #5! Like most Americans in the workplace, it’s likely you’ve experienced the paralyzing fear of imposter syndrome. Feelings of inadequacy in the workplace are incredibly common and natural, even in life insurance sales, but dealing with those feelings can sometimes feel insurmountable. Well, this is one boogeyman you can tell to hit the road.
Three tricks to treat your imposter syndrome
🍬: Track your wins – Even if it’s just getting through the day with a positive attitude, tracking wins is critical to fighting off feelings of inadequacy in the workplace.
🍫: Learn from your failures – Take what didn’t work for you in the past and learn how you could have done things differently.
🧁: Stop comparing yourself to others – Everyone’s success looks different from one agent to the next, so the more you can differentiate what yours looks like, the easier it will be to avoid framing someone else’s win as a personal failure.
6 | The nightmare of no work-life balance
No, you’re not in the Twilight Zone for #6, so please do not attempt to adjust your device. We’re discussing the very real blurring of your work and personal space for this entry.
Defining clear boundaries between your personal and professional life is the key to waking up from this nightmare. That includes consistent and intentional work hours and a dedicated workspace. Ideally, your remote workspace is somewhere you’re only occupying during work hours, even if one does require the damp dark of a crypt.
Caring for yourself is vital when working remotely, so avoid the zombie-like existence of burnout and exhaustion by giving yourself the boundaries necessary for success.
7 | Bloodsucking chargebacks
Our last entry to this list is a real pain in the neck, and unfortunately, all the garlic in the world can’t keep it away. Life insurance agents across the country will face the dread of a chargeback at some point in their careers. When one of your clients cancels or lapses on a policy, repaying the commission is the frightening consequence.
With the help of our parent company, Quility, Symmetry agents don’t have to sleep with one eye open! Our Conservation department is the perfect bridge between our agents and their clients.
They are responsible for contacting policyholders who have missed a payment on their policy. By doing so, they are often able to keep a policy from lapsing, therefore keeping the business on the books for our agents. They’ve saved our agents millions in chargebacks over the years.
Escape these terrors with Symmetry Financial Group.
Regardless of your fall plans this year, don’t let these spooky situations haunt your career. Symmetry Financial Group can help you banish these terrors for good. Through our value-based leads system, in-depth training, and access to exclusive technology, you can grow your success without needing to check the closet before bed.
