#EDUSERIES : INI LHO CARA JUALAN KEYMAN PLANNING (Sharing dari Praktisi, Komplit !)

Introduction

This tutorial provides a step-by-step guide on selling Keyman Planning Insurance, inspired by the successful practices of insurance agent Juniar Rindy. By following these actionable tips and insights, you can enhance your sales strategy and potentially close more deals in the Keyman Planning sector.

Step 1: Identify Potential Clients

• Research Companies: Look for businesses that might benefit from Keyman Planning Insurance. Target companies with key personnel whose loss would significantly impact their operations.
• Networking: Use your professional network to connect with business owners or decision-makers. Attend industry events and join local business groups to increase your visibility.

Step 2: Develop Your Sales Talk

• Create a Compelling Pitch: Your sales talk should emphasize the value of Keyman Planning Insurance. Highlight how it protects the business and ensures continuity.
• Use the "Bayarin Asuransi Karyawan, tapi Preminya Balik" Approach: Explain that the company pays for the insurance, but the premium can be returned under specific conditions. This makes the offer more attractive to potential clients.

Step 3: Submit the Case and Required Documents

• Gather Necessary Documentation: Ensure you have all the required information and documents for the insurance application. This typically includes:
  • Company details
  • Information about key personnel
  • Financial statements
• Follow the Submission Process: Adhere to the insurance company's guidelines for submitting the case. Double-check that all documents are complete to avoid delays.

Step 4: Understand Commission Structures

• Learn About Commissions: Familiarize yourself with how commissions are structured in Keyman Planning Insurance. Understanding potential earnings can motivate your sales efforts.
• Ask Rindy’s Insights: In the video, Rindy shares his experiences regarding commissions. Use this information to set realistic expectations and goals for your sales.

Step 5: Build Relationships with Clients

• Follow Up: After the initial meeting, keep in touch with potential clients. Regular follow-ups show that you are committed and can help address any questions or concerns they may have.
• Provide Value: Share relevant industry insights or updates that might interest your clients, reinforcing your role as a trusted advisor.

Conclusion

Selling Keyman Planning Insurance requires a strategic approach, from identifying potential clients to navigating the submission process and understanding commissions. By implementing the steps outlined in this tutorial, you can refine your sales technique and increase your chances of closing deals. Start by networking effectively and developing a compelling sales pitch, then build lasting relationships with your clients for continued success.