Chong Soon Onn
Capitalize on articles in the newspapers
Another effective way of generating sales is to send out an email to your customers and prospects whenever an opportunity presents itself...
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Chong Soon Onn
- Oct 17, 2022
- 2 min
Notify customer about change in servicing agent
One common mistake made by many advisers is to neglect orphan policyowners. Many of them under-estimate the potential of future sales...
220
Chong Soon Onn
- Oct 7, 2022
- 2 min
New Product Launch/Promotion
A simple way of getting more sales and at the same time establishing your service standards to your customers is to keep them updated...
160
Chong Soon Onn
- Oct 5, 2022
- 2 min
Asking for Referrals
One easy way of getting more sales – and is often overlooked by most consultants – is to ask for referrals. What happened is most...
130
Chong Soon Onn
- Oct 5, 2022
- 2 min
Retirement Planning Email 2
Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently. This...
90
Chong Soon Onn
- Oct 5, 2022
- 2 min
Retirement Planning Email 1
Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently. This...
50
Chong Soon Onn
- Oct 3, 2022
- 2 min
Annual Policy Review Reminder
Sending an annual policy review reminder is a great way to generate more sales. As some customers may overlook it as they are caught up...
150
Chong Soon Onn
- Oct 3, 2022
- 2 min
Thank you for your business
Sending a thank you note to your customer is a great way to make them feel appreciated after their purchase. A nice thank you note gives...
90
Chong Soon Onn
- Oct 3, 2022
- 1 min
Thank You for Appointment
It is important to keep track of the discussions during the meeting with the customer. Upon the completion of a meeting, take a few...
40
Chong Soon Onn
- Oct 3, 2022
- 1 min
Confirming an upcoming appointment
As most people are rather busy, the tendency for them to overlook an appointment is quite real. Therefore, it is good practice to send...
60
Chong Soon Onn
- Oct 3, 2022
- 2 min
Request for an appointment with an old friend/contact
As you expand your network and reach out to more prospects, there could be among your address book, numerous old friends and contacts...
100
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