How you end a sales call is crucial to strong persistency and client feeling secure in their decision

What points to get across

-Positive energy (congratulating them)

-You got them the best product they could possibly get

-Make sure they know exactly what they got approved for

-The problem they had is solved as long as the policy stays in effect

What to before hanging up

-Tell them to save you in their contacts so they can reach out to you

-Send them an overview text that looks like this

How to Wrap Up a Sale the Right Way

Ending a sales call the right way is just as important as everything that came before it. A strong wrap-up helps your client feel confident in their decision and leads to better long-term results (called persistency).

What You Want the Client to Walk Away With

Make sure the client feels:

• Positive energy – Congratulate them! Make them feel great about taking this important step.
• Confidence in the product – Let them know this is the best option available for their situation.
• Clarity – They should know exactly what they were approved for, with no confusion.
• Peace of mind – Remind them that their problem is now solved — as long as they keep the policy active.

What to Do Before You Hang Up