4 Effective Techniques for Closing Insurance Sales

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4 Effective Techniques for Closing Insurance Sales

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In this episode of the Agent Survival Guide, we’ll walk through four effective strategies that you can use to help close an insurance sale. We’ll teach you which technique is most effective in certain scenarios and the traits you should strive for to make any close more successful. Read the text version Get Connected: 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: 10 Essential Tools for Beginner Insurance Agents Getting Started Selling Medicare Supplements Empower Your Prospects to Act Before Turning 65 Medicare Advantage Trial Rights Explained for Agents References: Abbott, Tom. “The Assumptive Close: A Powerful Tool for Increasing Sales.” SOCO Sales Training, 15 Apr. 2026, www.socoselling.com/the-assumptive-close/. Copley Ph.D., Laura “How to (Re-)Build Trust in a Relationship.” PositivePsychology.Com, 8 Nov. 2025, positivepsychology.com/build-trust/. “How to Be Confident.” Tony Robbins.com, www.tonyrobbins.com/building-confidence/how-to-be-confident. Accessed 27 Apr. 2026. How to Understand Body Language and Facial Expressions, www.verywellmind.com/understand-body-language-and-facial-expressions-4147228. Accessed 27 Apr. 2026. “Medicare vs. Medicare Advantage Open Enrollment.” Medicare vs. Medicare Advantage Open Enrollment, www.ncoa.org/article/whats-the-difference-between-medicares-open-enrollment-period-and-medicare-advantage-open-enrollment/. Accessed 27 Apr. 2026. “Researcher Investigates How Our Snap Judgments Affect Society.” FABBS, 25 Jan. 2024, fabbs.org/news/2023/09/researcher-investigates-how-our-snap-judgments-affect-society/. “What Is the Puppy Dog Close?” HubSpot Blog, blog.hubspot.com/sales/puppy-dog-close. Accessed 27 Apr. 2026. Follow Us on Social! Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube Sarah on LinkedIn, Instagram, Threads, and Bluesky Not affiliated with or endorsed by Medicare or any government agency.

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