How do I get this client?

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Aug 24, 2006 2:51 pm

Today I called up a lead of mine and this client just picked up a $1.5 million whole life policy with another company. He told me he wanted to do business with my company but when he called the 800 number he was tossed around to different people and was unsatisfied with the experience. He's been looking for the past couple of months and since he decided to go with another company, he's already completed his medical and the case is in underwriting right now. Since the policy isn't placed, I figure it's worth a shot to win his business.

He's not pissed off at me, he's just a little irritated with the MetLife experience so far. I just got his name a couple of days ago and today is the first time I talked to him. I want to talk to him again today and he's willing to speak with me, but I don't know how I should win his business back. It's not a big deal if he does indeed decide to go with the other company, but if there's any way I can get this client I would appreciate any tips. Thanks.

Aug 24, 2006 8:15 pm

First, apologize for his unsatisfactory experience with Metlife, give him a certificate for a free dinner for two (at a nice restaurant), give him your personal cell number or a direct line to you, and then ask for the opportunity to compete for his business...or some variation of this.


Good luck!

Aug 25, 2006 9:58 am
registeredchris:

Today I called up a lead of mine and this client just picked up a $1.5 million whole life policy with another company. He told me he wanted to do business with my company but when he called the 800 number he was tossed around to different people and was unsatisfied with the experience. He's been looking for the past couple of months and since he decided to go with another company, he's already completed his medical and the case is in underwriting right now. Since the policy isn't placed, I figure it's worth a shot to win his business.

He's not pissed off at me, he's just a little irritated with the MetLife experience so far. I just got his name a couple of days ago and today is the first time I talked to him. I want to talk to him again today and he's willing to speak with me, but I don't know how I should win his business back. It's not a big deal if he does indeed decide to go with the other company, but if there's any way I can get this client I would appreciate any tips. Thanks.


PM anom or peanut- they seem to be the current insurance guru's de jor-- i'll bet they would share some of their tricks w/ you.


Aug 25, 2006 10:08 am

Only the prospect knows what you can do to get the business. Why are you asking US? Go ask HIM!!!

Aug 25, 2006 10:34 am

If the guy is your client or prospect why was he getting the run around at an 800 number in the first place?

Aug 25, 2006 11:04 am
NASD Newbie:

If the guy is your client or prospect why was he getting the run around at an 800 number in the first place?


pathetic out-of-left field newbie, re-read the question and when you understand the scenario THEN provide a response.

Aug 25, 2006 12:05 pm
compliancejerk:
NASD Newbie:

If the guy is your client or prospect why was he getting the run around at an 800 number in the first place?


pathetic out-of-left field newbie, re-read the question and when you understand the scenario THEN provide a response.



I'll ask again--why was the guy having to deal with an 800 number run around if he was the questioner's prospect?


Do you suppose that a system endorsed by an ops genius like Bob Benmoshe would not be able to get a lead to a salesman for so long that the prospect had enough time to be contacted by the competition and get to the point of already having had his physical?