I don’t know who needs to hear this, but pushy sales tactics and “selling the dream” over the phone are exactly why so many agents and agencies fail.
Whether you’re cold calling or working warm leads, you’re doing your clients a disservice by trying to force your product with your preferred coverages down their throat.
Just listen to what they actually want. Offer your professional advice—that’s your job. But for the love of God, stop telling people they don’t know their own needs.
Even worse, too many folks in this industry are flat-out misleading. A prime example? Pushing the idea of “full coverage” without ever explaining liability limits or deductibles.
Sure, you can churn and burn a quick sale—but don’t expect to keep that business.

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