How Not to Suck on the Phone: Keys to Recruiting Insurance Agents

How Not to Suck on the Phone: Keys to Recruiting Insurance Agents

November 30, 20243 min read

How Not to Suck on the Phone: Keys to Recruiting Insurance Agents

Mastering phone calls is an essential skill for anyone looking to recruit insurance agents successfully. The way you come across on the phone can make or break your ability to connect, engage, and ultimately recruit talented professionals.

Here’s the truth: being great on the phone isn’t just about what you say, but how you say it. Let’s explore the fundamentals of being effective, confident, and engaging on your recruiting calls.


The Keys to Being Great on the Phone

1. Tone Inflection

Your tone matters more than the words you use. Tone inflection conveys confidence, authority, and approachability. Without the right tone, even the best script will fall flat.

  • Vary Your Pitch: Avoid sounding monotonous. Emphasize key points to grab attention.

  • Sound Engaged: Let your tone show that you’re excited to talk to them.

  • Mirror Their Energy: If they sound cautious, slow your pace slightly. If they’re enthusiastic, match their energy.

2. Belief in Your Offer

If you don’t believe in what you’re offering, your prospects won’t either. Confidence stems from knowing the value of your agency and its opportunities.

  • Know Your Value: Understand why your offer stands out in the market.

  • Convey Conviction: Use definitive language like “This is an incredible opportunity” instead of “I think you’ll like this.”

  • Prepare for Objections: Anticipate concerns and address them with confidence.

3. Excitement and Enthusiasm

Your enthusiasm is contagious. People want to work with leaders who inspire them, and that starts on the first call.

  • Smile While You Talk: It may sound odd, but smiling affects your tone and makes you sound more approachable.

  • Show Genuine Interest: Ask meaningful questions about their career goals and listen actively.

  • Be Passionate: Let your passion for your agency and its success shine through.

4. Have a Legit Good Offer

No amount of enthusiasm can compensate for a weak offer. Your opportunity must be appealing and valuable to the agents you’re trying to recruit.

  • Highlight Key Benefits: Focus on what makes your agency unique, such as mentorship programs, competitive compensation, or growth opportunities.

  • Be Transparent: Avoid overpromising. Recruits value honesty.

  • Make It Personal: Tailor your pitch to align with their goals and pain points.


What NOT to Do on the Phone

1. Sound Soft or Uncertain

Speaking too quietly or hesitantly undermines your authority. Project confidence, even if you’re nervous.

2. Be Boring or Robotic

Monotony kills engagement. If you sound bored, the person on the other end will tune out.

3. Rush Through the Call

Take the time to connect. Rushing makes you seem disinterested or desperate.

4. Overload with Information

While enthusiasm is key, don’t overwhelm them with too many details at once. Focus on the highlights and leave room for questions.


How to Be a Breath of Fresh Air on the Phone

  1. Start Strong: Begin with a confident introduction that grabs attention. For example, “Hi [Name], this is [Your Name] with [Your Agency], and I’m reaching out because we’re building something incredible that I think you’d love to hear about.”

  2. Make It About Them: Ask open-ended questions to understand their career goals and challenges.

  3. Inject Positivity: Use uplifting language and avoid negativity or complaints.

  4. End with Impact: Close the call by summarizing key points and setting clear next steps.


Tips for Consistent Excellence

  1. Practice Makes Perfect: Role-play calls with a colleague or mentor to refine your tone and delivery.

  2. Stay Organized: Use a script for structure but personalize each call.

  3. Track Your Progress: Monitor your conversion rates and identify areas for improvement.

  4. Take Care of Yourself: Proper sleep, nutrition, and exercise fuel your energy and focus for each call.


Final Thoughts

Being great on the phone isn’t about being perfect; it’s about being authentic, engaging, and confident. When you combine tone inflection, belief, excitement, and a compelling offer, you’ll stand out as a leader worth following. Each call is an opportunity to inspire and connect—so give it your all and be someone they want to work with. Remember, your enthusiasm can be the breath of fresh air that changes someone’s career.

Ready to jump start your insurance recruiting? Visit PropHog's website at: https://prophog.com/prophog-for-hiring-licensed-agents

Christopher Harbaugh is a lifelong entrepreneur with extensive experience across diverse industries. With a core focus on sales, business development, and software development, Christopher has spent his career driving innovation and growth. His ability to identify opportunities, build strategic relationships, and deliver tailored solutions has made him a dynamic leader in every field he’s touched. Passionate about creating impactful businesses, Christopher continues to combine his expertise with a forward-thinking approach to help organizations and individuals achieve their goals.

Christopher Harbaugh

Christopher Harbaugh is a lifelong entrepreneur with extensive experience across diverse industries. With a core focus on sales, business development, and software development, Christopher has spent his career driving innovation and growth. His ability to identify opportunities, build strategic relationships, and deliver tailored solutions has made him a dynamic leader in every field he’s touched. Passionate about creating impactful businesses, Christopher continues to combine his expertise with a forward-thinking approach to help organizations and individuals achieve their goals.

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