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Thread: How to find people, who are looking for insurance or investment?

  1. #1
    PolicyWala Newbie
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    Aug 2009
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    Question How to find people, who are looking for insurance or investment?

    I am working as an Insurance agent. Could you please guide me - How to find the people, who need life insurance, health insurance and other investment plans like PPF, NSC etc.?


  2. #2
    PolicyWala Newbie
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    Default

    Build you own data after meeting with people. Cold calling would not give you good results.

  3. #3
    PolicyWala Fan narayan's Avatar
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    Apr 2009
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    Meerut
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    Thumbs up

    Quote Originally Posted by Tarunz View Post
    I am working as an Insurance agent. Could you please guide me - How to find the people, who need life insurance, health insurance and other investment plans like PPF, NSC etc.?
    Do survey in your area. Write down renewal date of all the insurances of persons you meet. Remind and help them in depositing their premium. Insurance is along term business.

    All the best.


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