01
Facebook and Online Leads
Understand how digital auto insurance inquiries arrive and how to respond fast.
- Lead form basics
- Response-time standards
- Lead source tracking
- Ad-to-conversation handoff
Track 02 — Auto insurance
Auto Insurance Sales Training for Online Leads.
Build a faster and more structured sales process for auto insurance leads, from the first message to quote follow-up and client conversion.
Curriculum
From First Message to Renewal.
Practical modules built for high-volume digital inquiries and quote-driven sales cycles.
02
Messenger Conversations
Run professional Messenger conversations that move to a quote conversation.
- Opening messages
- Tone and formatting
- Question sequencing
- Moving to a call
03
WhatsApp Business
Use WhatsApp Business appropriately for updates, reminders and follow-up.
- Profile setup
- Quick replies
- Follow-up etiquette
- Record keeping
04
Lead Qualification
Ask the right questions early so you spend time on workable opportunities.
- Qualification checklist
- Information gathering
- Priority scoring
- Disqualifying politely
05
Quote Follow-Up
Give every quote a follow-up plan instead of hoping the client replies.
- Quote delivery message
- Follow-up schedule
- No-response sequence
- Decision check-in
06
Price Objections
Discuss price, coverage and comparison shopping calmly and professionally.
- Value framing
- Coverage comparison talk
- Competitor questions
- Documenting the discussion
07
Closing
Ask clearly for the business and confirm the next step in writing.
- Decision questions
- Confirmation message
- Document collection
- Onboarding handoff
08
Renewal Outreach
Turn renewals into planned conversations rather than last-minute scrambles.
- Renewal calendar
- Pre-renewal outreach
- Review conversation
- Retention notes
09
Referrals
Create a simple, repeatable referral request built into your service moments.
- Timing triggers
- Request wording
- Follow-through
- Tracking
10
CRM Pipeline
Keep quotes, tasks and renewals visible in a pipeline you review daily.
- Stage definitions
- Daily review routine
- Task automation basics
- Reporting
Educational purposes only. Our programs provide sales training, mentorship and business education. We do not provide insurance, legal, financial or regulatory advice. Participation does not replace provincial licensing, continuing-education or regulatory requirements applicable to insurance professionals.
Respond Faster. Follow Up Better. Convert More Quotes.
Start the auto insurance track or talk to us about the right fit.