Dialing Insurance Leads with Agent CRM — Transcript

Full transcript

1. 0:00making phone calls. Let's talk about it.
2. 0:03In this video, we're going to cover how
3. 0:05and where to use the Agent CRM native
4. 0:08phone dialer. There's a few places that
5. 0:10you're going to be using to initiate a
6. 0:12call, and we'll also look at some of the
7. 0:14actual key features of the dialer. Let's
8. 0:17dive in. Inside of Agent CRM, on the top
9. 0:22right, you're going to notice a green
10. 0:24dialing icon. This button will always be
11. 0:27there no matter what page you're on. So,
12. 0:30first start off by clicking on the
13. 0:32calling icon. You'll notice all of your
14. 0:35leads popping up and they can be
15. 0:36searched by typing in the name of the
16. 0:39contact or by simply clicking on the
17. 0:42ones that you see.
18. 0:44Notice the call is initiating here. Now,
19. 0:47this one we've got a dummy one which is
20. 0:50not set up. Let's make sure we can do
21. 0:51this properly here. Let's call that
22. 0:55again.
23. 1:01We're going to make a phone call here.
24. 1:02It's going to
25. 1:06notice a few options come up right off
26. 1:08the bat.
27. 1:10Once we're in the call, we can leave a
28. 1:13message for
29. 1:15the contact if we want to text at the
30. 1:18same time.
31. 1:19If we want to leave a note, there's all
32. 1:21sorts of options. pretty
33. 1:23self-explanatory. While I'm typing away,
34. 1:26hey, thanks Joe. Thanks, Frank.
35. 1:30Type in some information that will save
36. 1:32it to the notes section.
37. 1:35Some of the other features that are
38. 1:37available on the dialer are blind
39. 1:39transfer.
40. 1:41This feature allows you to send that
41. 1:43call to another person, ending the call
42. 1:46immediately. So, let's hit blind
43. 1:48transfer and let's look at some of our
44. 1:50options.
45. 1:52other team members or staff that are
46. 1:54inside of our account will see their
47. 1:57information here. We can click on that
48. 2:00contact to transfer and end the call. Or
49. 2:04alternatively, you can also send to
50. 2:06another number outside of the system. If
51. 2:09you use the keypad to dial a number,
52. 2:11you'll you'll be able to send it off.
53. 2:13Maybe it's some sort of provider or
54. 2:15carrier. Maybe it's another person that
55. 2:18you're forwarding that call to, but it
56. 2:20will end the call right away. Another
57. 2:23option is what's called warm transfer.
58. 2:26With this, you're going to pause the
59. 2:28call.
60. 2:30You're going to initiate a connection
61. 2:32with the other person and then bring
62. 2:34them into a three-way call. Now, this is
63. 2:37not a long-term conference calling
64. 2:39feature, but it will allow you to make
65. 2:42that connection and have a three-way for
66. 2:45a brief amount of time. Then, you jump
67. 2:47off the call and you've passed them
68. 2:50over.
69. 2:51That's the blind and warm transfer.
70. 2:53Also, notice standard features like warm
71. 2:56uh call mute scripts. We'll cover that
72. 2:59in another video, how you can add and
73. 3:01customize specific calling scripts. And
74. 3:04then of course dialing and end call. So
75. 3:06let's hang up here and show some of the
76. 3:08other options
77. 3:10after the view custom dispositions to
78. 3:13track what happens on that conversation.
79. 3:16But let's look at one of the other ways
80. 3:18that we're engaging with our contacts.
81. 3:21If we go into some of the contact
82. 3:24profiles themselves,
83. 3:27let's look at one that's set up
84. 3:30a little bit differently. We're going to
85. 3:31jump over here. [snorts] And after I
86. 3:33have a conversation,
87. 3:36I have the ability here to say, "What
88. 3:39happens next?" Not just is this answer
89. 3:42or no answer, but do I want to trigger a
90. 3:45follow-up message? For example, if I
91. 3:48just made a phone call to this contact,
92. 3:51they were a lead and and maybe I
93. 3:53couldn't actually reach them. So, I can
94. 3:56toggle no contact and it will send a
95. 3:58message. Hey, I tried to reach you. Or
96. 4:01maybe we booked over the phone and I can
97. 4:03just manually change it to appointment
98. 4:05booked or you get the point. This is the
99. 4:08main disposition feature that triggers
100. 4:11all of the follow-up actions. Add
101. 4:13yourself as a contact. Give yourself a
102. 4:15call and experiment and experience how
103. 4:18the system works. Another place that you
104. 4:21can make the call is in the contact
105. 4:24profile itself. We already covered how
106. 4:26to use the top right calling icon, but
107. 4:30inside of a contact profile, you'll also
108. 4:32notice if there is a phone number, a
109. 4:36dialing icon will appear.
110. 4:39Clicking on that dialing icon [music]
111. 4:41will initiate the call on the top. You
112. 4:43can see that's going through.
113. 4:46And we follow the same steps.
114. 4:50Let's cover one/3 place. A few extra
115. 4:53bonus options. If you're using the
116. 4:56opportunities or pipeline feature,
117. 5:02when you have contacts present, you're
118. 5:05going to also notice the phone icon
119. 5:07here. So, clicking on this phone icon
120. 5:10will also initiate the same actions.
121. 5:13Let's do that together for a quick
122. 5:15review
123. 5:17call. And notice at the top calling
124. 5:20feature initiated.
125. 5:23Going to hang up.
126. 5:25If you're using the pipeline, follow the
127. 5:27pipeline training and it will show you
128. 5:29how to do some of the similar post call
129. 5:31actions. If you're dragging people along
130. 5:34to trigger different follow-ups, you can
131. 5:36do that here as well to log and track
132. 5:39your progress.
133. 5:42One final tip about how to optimize or
134. 5:45use this system effectively is that from
135. 5:47time to time you may be doing dialing
136. 5:49sessions. You've got a segment of your
137. 5:53contacts. Maybe you're going to focus on
138. 5:55new leads. Maybe you're going to call
139. 5:57people who you've already tried to reach
140. 5:59out to, people you've designated as no
141. 6:02contact. Follow the smart list training
142. 6:06to understand how to segment and
143. 6:08categorize people. But let's just see
144. 6:10here one example. Let's say we're going
145. 6:13to call our clients.
146. 6:16So, I've created a list of clients and
147. 6:19maybe I want to check in as uh just a a
148. 6:22general check-in. I have some time and
149. 6:24I'm going to see how they're doing just
150. 6:26so they don't forget about me. I click
151. 6:28on that specific list. There's some
152. 6:30filters that make me um confident this
153. 6:33this is just a client list. And you can
154. 6:36see we've got only the clients in this
155. 6:39one. I've got about roughly 10 people on
156. 6:43my client list. Now, if I click on any
157. 6:46single individual, let's see, there's 1
158. 6:482 3 4 5 6 7 8. There's eight contacts
159. 6:52here. I'm a new agent in this example.
160. 6:55I'm going to click on the first one. And
161. 6:58you're going to notice in the contact
162. 6:59profile, it says one out of eight. So if
163. 7:04I call this person Joe test in this
164. 7:08example, we use the contact profile. We
165. 7:10hit the call
166. 7:12button here. Let's make myself a little
167. 7:14smaller. If I hit the call button and I
168. 7:16make the call, I can click on the top
169. 7:19left
170. 7:21next. You see now two out of eight.
171. 7:25Next, three out of eight. This allows me
172. 7:27to go through lists that are segmented
173. 7:30and focused. There's a few other ways
174. 7:32you can use the dialing system as well,
175. 7:35but this is one of the easiest and most
176. 7:37straightforward ways to pick a segment
177. 7:39of your audience. Dial away and work
178. 7:41through those lists one contact at a
179. 7:44time. Whether you're calling leads,
180. 7:46whether you're doing cross sales to
181. 7:48clients or more, use these features and
182. 7:51settings to optimize your use of the
183. 7:53system. Reach out if you have any
184. 7:55questions or if you want to find other
185. 7:56ways to optimize your dialing of the
186. 7:59system. If you are looking for extra
187. 8:01multi-line dollars or third-party
188. 8:04dialers, check out extras account
189. 8:06upgrades. But this is where everyone
190. 8:08starts and there's a lot of tools to
191. 8:10keep you busy. Happy dialing.