Filed Under:Your Practice, Sales Marketing

Calling On Orphan Leads

Insurance and financial services companies are doing a smart thing: They are reaching out to their "orphan" clients more aggressively than ever. Any person who has a policy or financial product with a company is being actively pursued to create a new relationship with a new advisor.

This makes a lot of sense. It doesn't take expensive research to figure out that someone who bought from you before is (hopefully) in a favorable frame of mind about you. In addition, the do-not-call law allows us to call people who are current with their premiums. It is a lot easier to call an orphaned client than to find a new one.

Featured Video

Most Recent Videos

Prospects not listening to voice mail? Arrange a phone date


Redesigning your phone life is more important than finding the “best words” for a voice mail in today’s culture.

Behind the scenes with Vicki Gunvalson [VIDEO]


In this exclusive interview, Vicki Gunvalson shares how she built a $15 million a year annuity business by planning for...

Regulator: Market may need to reinvent LTCI


Cioppa says Maine's governor wants to spur the creation of better products.

Dementia: It's more than Alzheimer's


An association calls for policymakers to remember lesser-known neurodegenerative conditions.

Related resources

More Resources


Power your business with up-to-the-minute insurance news, analysis, and best practices from LifeHealthPro Daily eNewsletter – FREE.

Power your business with LifeHealthPro Daily eNewsletter – FREE.

Enter a valid email address.
Nichole Morford

Nichole Morford
Managing Editor

Thank you for subscribing to LifeHealthPro Daily!

Check Out More eNewsletters Now! Close

Advertisement. Closing in 15 seconds.