When To Walk Away From A Sale

There are times, however, when insurance professionals need to take a hard look at the value of potential sale relative to their organization’s time and resource commitments. Every insurance professional needs to understand that there are times to walk away from a mortgage lead.

1. The products or services you offer will not satisfy the prospect’s needs. Be honest with the consumer.
2. The cost of sale and support to your organization will exceed the value of the converted lead. You are not in the business to lose money.
3. The insurance lead is requesting a product or service that will need to be drastically modified from the standard offering.
4. The insurance lead’s objective is to take advantage of your company’s position or product offering.
5. There is no potential for additional business.
6. The time, energy and corporate resources necessary to keep the sale are no longer a good corporate investment.
7. The prospect continues to try to squeeze more out of you.
8. The prospect’s only interest is price, and is not concerned with service, quality, or your ability to help solve his or her problems
9. The prospect misleads or misrepresents facts.