Photo by Natalya Zaritskaya / Unsplash

For Selling Life Insurance over the Phone try HelloScreen

Pardeep Kullar
Pardeep Kullar

You're selling security during a crisis, not insurance. How do you communicate this to a client over the phone? HelloScreen is 5 second screen sharing built to fix this.

What's hard for clients to understand about life insurance?

The impact of an event on their partner.

The impact on their kids.

How their family might struggle to pay the mortgage.

The stress a crisis would create.

Doing this over the phone is hard.

Communicate this perfectly, over the phone, with HelloScreen

HelloScreen is for sharing your browser tab (which contains your presentation) to their phone in 5 seconds and as you scroll through it, they see you scrolling.

Rather than saying:

"Think of the impact on your family"

Instead engage them by saying:

"I'll show you why people get life insurance. Open the link I just sent you"

They immediately see the browser tab you shared containing your presentation.

As you scroll to the next part of the presentation on your computer, they see that movement on their phone as they listen to you.

Explaining benefits is effortless when the presentation is doing half the work and keeping them engaged.

Fill in applications together using HelloScreen

The technology behind HelloScreen is provided by Upscope which is used by finance companies to complete applications and onboarding.

This means you can give remote control capabilities to the client to complete applications, sign off and more.

They fill in one part of the form and confirm and you do the rest. This speeds up the whole process 2X.

Use alongside CRMs and Powerdiallers to transform your process

The only thing you need, to share your presentation with your client, is to send or read out to them one simple link like: helloscreen.com/123

You can enter this directly into the text messager you find built into CRM and Powerdialler systems. You can send it within an email you send prior to the call or during the call.

Who made HelloScreen and why?

HelloScreen was built by our team after we built a solution for a debt relief company.

There's nothing harder than convincing someone in debt to put aside money into a new escrow account as part of a debt relief process.

Following significant results we built HelloScreen as a simpler faster way for others to benefit from that same solution.

This solution applies to insurance agents, loan officers and anyone who needs to call clients to set a meeting or sell a product.

We work with banks and finance companies globally. HelloScreen is our latest product.

HelloScreen has just launched. Get an extended free trial.

Go to https://helloscreen.com and run a test with yourself on your phone!

We'll only run the extended free trial for a little longer. You can try it today to measure the difference it makes.

Pardeep Kullar Twitter

Pardeep overlooks growth at Upscope cobrowsing and loves writing about SaaS companies, customer success and customer experience.