Objection Handling

Can you send me an email?

I typically don’t send emails because what we do isn’t really one size fits all. To see if what we are doing is relevant, what are you guys currently doing to keep in touch with clients?

I’m too busy to do a demo right now

You’re too busy? Yeah no I completely understand and you know that’s pretty much exactly why I’m calling. We’ve been able to help a lot of agents just put back more time in their day. What specifically has you so tied up right now?

Not interested

Hey yea man I realize, I’m calling you out of the blue here. Is it a timing and hands thing or just the market right now?

I don’t have the budget

I get that budget is a concern. You’re a small business budget is always going to be top of mind for you guys. Right now though I’m only looking to show you this and see how we can help you with your goals for this year. What are you hoping to do in 2025?

We’re too small

You’re too small? We were actually designed specifically for smaller one to five person shops because you guys understand the importance of those client relationships. What do you guys do to keep in touch with your clients?

we reach out with phone calls, emails, texting, blah blah

 Phone calls, emails. and texting? Yea, most of the independent agents I work with typically reach out  with a phone call or email around renewals. How often are you speaking with your average client?

We reach out once a year

you reach out once a year? ok yeah I got you, I’m hearing that from a lot of agencies right now. And what are you guys looking to do coming into this next year? Are you more focused on retention like I’m hearing from a lot of folks in this current market or are you more looking to grow?

Reach back out later

I can do that, what is going to change for you between now and then?

I have xyz System, I already have something in place

Yea man I figured you would. The vast majority of agents that we work with had something in place before they started using levitate, because those are the people that recognize how important this stuff is. What is it that you guys are doing over there?

I have a system through my upline that is comped

A lot of agents we work with are getting something for free through their upline or carriers or fmo. There is a reason those products are free and generally it’s because they are not of the quality of something that is more expensive or paid for. What are your goals? What are you hoping to get of of them?

I have automations in place/my crm does all that

Okay automations? Yea a lot of agents I work with use something automated to handle some of the outreach but asides from the automations what do you guys do to reach out personally throughout the year?

I just brought on another system

oh I mean if that’s the case I know most firms bring on a variety of different systems to help with their goals. this is actually a really good time to look at this since everything is fresh on your mind and you can compare the functionalities and identify the potential gaps in utilization. What was the goal of bringing on this new system?