How to sell insurance

There are various types of insurance - life, real estate, road transport. Specialized companies, both private and state, are engaged in this type of activity. Only they have the right to enter into insurance contracts. In order to "sell insurance", open your company.

Instruction manual

1

Choose the types of insurance that you will deal with. The organization will not be able to engage in other types of activities. The exception will be examination and assessment, but only if they are related to insurance.

2

Register the company as a legal entity - LLC, OJSC, etc. In the charter list the types of insurance that you have chosen.

3

To obtain a license, in addition to the set of constituent documents, prepare separately for each type of insurance tariffs, tariff calculations, insurance rules. You will need a business plan for your company. Pay special attention to the choice of director - his identity will be verified. It will be necessary to confirm his qualifications. The license will be issued from six months to a year. Then your company will be added to the Unified State Register of Insurance Organizations.

4

Rent or buy office space. The interior of the office should be strict and business, because, in addition to working, it will also perform a representative function. It will be good to open several branches in different areas of the city. It is advisable to open offices on busy streets, close to large shops, transport stops, and parking lots.

5

Create a company logo. Make branded signs. Label them with offices. Pay attention to advertising.

6

Recruit staff. Give preference to friendly and sociable. Insurance agents will work in the office, as well as attract customers on the side. For example, to conclude motor insurance contracts, potential insurers need to be searched in car markets, car dealerships, and car registration areas. Agents should be well aware of current insurance terms and conditions. They should also be able to clearly explain to the client his benefits in insurance at your company.

7

At the initial stage, offer a lower price for a wide range of services than competitors. After compulsory offer voluntary insurance.