Clients Not Answering


Are you having a hard time getting people to pick up the phone?

Try a couple of these tips.

  1. Confirm you are calling during the OPTIMAL times. All other times are sub-optimal and lower return.

    1. Monday - Thursday 3:30 pm - 7:30 pm

    2. Saturday 10:00 am - 12:00 pm

    3. Sunday 3:00 pm - 5:00 pm

    4. Monday - Friday 8:00 am - 11:00 am

      ****CAUTION: This does not mean that there are NO OTHER good times to call. These are just the optimal times. You can still call in the mornings or during the lunch break as well. There are a lot of good times to call.

  2. If they ask you to state your name so they can screen your call.

    1. HOT Mortgage Leads

      1. “Hi _________ I’m calling about the info you requested on your loan with ___lender____.”

    2. Term Conversions or CPRS

      1. “ Hi __________ I’m calling from American General about your insurance policy with us.”

  3. Send a text message. This takes away the “unknown” caller.

    1. “Hi John, this is Ryan calling about the info you requested on mortgage protection. I’ll give you a quick call in a minute.” or

    2. “Hi John, this is Ryan calling about the your insurance policy you have with us at _________. I’ll give you a quick call in a minute.”

    3. Or even more urgent, “Hi this is _____________, I’m calling about your policy with American General.  I’d like to talk to you about your policy before your benefits expire.”

    4. Call 30 seconds to 1 minute later.

  4. Leave a Curiosity Voicemail

    1. HOT Mortgage Leads

      1. “Hey John, Ryan here. I had a quick question about the request you made on your loan with _______________. Call me back when you get a minute.”

        1. When they respond, “ Hey John, thank you for calling me back. I am reaching out to you about the request you sent us for mortgage protection for your loan with _________”

    2. Term Conversions or CPRS

      1. “Hey John, Ryan here. I had a quick question about the request you made for your policy with _______________. I’d like to talk to you before your benefits expire. Please call me back when you get a minute.”

        1. When they respond, “ Hey John, thank you for calling me back. I am reaching out to you about the request you sent us about your policy with _________”

  5. If you are having a hard time reaching a lead. Try Double Tap Calling. This is discouraged on the Office Phone System due to the Spam Likely label appearing on the number.

    1. Call

    2. Hang up after 1-3 rings

    3. Call back again immediately