Keep your pipeline full
Build your business by landing more leads
Generating leads will allow you to work smarter, not harder. You could spend your time making cold calls, or you could follow up with someone who is authentically interested in your services. As with many things in our industry, generating leads has become more sophisticated as well.
Tools and Target Audiences
Visit the pages below to get a variety of lead generation tools and target specific audiences:
Additional resources you may find interesting:
Simply Speaking Materials
Our Simply Speaking educational materials can be used in a variety of ways in the sales process to help your families:
Education and Awareness
- Display them in your funeral home as point-of-purchase pieces
- Provide them as premium items in response to mailings or ads
- Provide copies to local organizations whose members may be interested in learning more about funeral planning
Group Presentations
Host a group presentation to find potential families, create awareness and provide a service to the community. Access all you need to know and materials to get started here.
Aftercare
Provide Simply Speaking materials to family members of someone who has passed as part of an active aftercare follow-up program to generate leads.
Visit the Creating Awareness page to access Simply Speaking materials, or link to this consumer-friendly Simply Speaking page from your website to enhance your existing educational materials.
Talk to one of our Sales Consultants for more information about our Aftercare program at: sales.development.team@gafg.com.
Generate Leads with a Price Increase Strategy
If your firm will be increasing prices, this is a good opportunity for you to help your families save money – and for you to generate leads. You’ll want to reach out to your families to discuss prefunding their final arrangements before the increase takes effect.
Benefits of this strategy:
- Families gain confidence that you and your firm care about them
- Ongoing service to families builds an overall positive image of your firm
- Strengthens existing relationships leading to future referral opportunities
Price Increase Toolkit Resources
Training Webinar (26 minutes): Learn how to implement a Price Increase Campaign
Price Increase Toolkit - SD1125
Find helpful resources for running a price increase campaign
Price Increase Letter - SD1126
This letter helps to break the ice about prefunding before prices increase
Price Increase Email - SD1127
This email helps to break the ice about prefunding before prices increase
Training: Proper Prospecting Methods
Technology alone can’t make you an expert at lead generation. It helps to know what you’re doing — where to look for leads, where to focus your time and efforts and how to target specific audiences. Global Atlantic offers training that can help you master this business-building technique.
(64 minutes)
(45 minutes)
(13 minutes)
(13 minutes)
(32 minutes)
(14 minutes)
Technology: Gain InSight Into Your Opportunities
Did you know you can use InSight Analytics as a marketing tool? This platform gives you a visualization of your book of business and opportunities in your area.
- The In Force Dashboard allows you to see where your business “lives” by zip code.
- Easily view areas of saturation or find untapped markets.
- View the average age and current face amount based on zip code to assist with targeted campaigns.
- In Force Detail Charts show you summary-level data by firm or state. Take a deeper dive into policies on the In Force Detail Dashboard.
- Reinforce your commitment to your existing customers by sending newsletters or postcards using the Mailing List Dashboard. This is a simple touchpoint that reaffirms your commitment to families beyond the sale and may encourage referrals.