First of all, I think it is necessary to know the basic information of customers before making an appointment with them. What is the customer's personality and family status? Do you pay attention to security or investment or pension? This is the key. Secondly, after knowing the basic information of customers, how should we invite customers? I think the following methods can be used: telephone invitation, door-to-door invitation, invitation invitation (sent by assistant) and so on. By analyzing the data and information of different customers, we invite them in different ways. We can use some words in telephone invitation. For example, if a customer pays attention to financial investment and security products, we can tell the customer that our company has a product symposium or fraternity with investment, financial management and security. Tell the customer that you are invited to participate in this symposium or fraternity because you have been recommended by others or the company has included you in the list of valued customers. And tell the customer that the company also has a gift for him (her), and ask him (her) to come (which explains that the gift is to be signed by himself, which adds persuasiveness). In addition, the tone should be slightly stronger. When you come to the door for an invitation, you can say to the customer, "Congratulations on being listed as a valued customer of the company, so I come to the door to send you an invitation and invite you to participate in this fraternity." And explain that the quota is limited, so don't miss this rare opportunity. Invitation invitation can explain to customers by secretarial or acting as an executor: "Because you are a valued customer of the company, our company asked me to send you an invitation to join the fraternity held by the company." Let the customer must attend, which shows that the company attaches importance to the customer, and let the executive repeatedly emphasize that he must attend the meeting, so as to show that the executive's work is in place. How to get the customer's approval and sign the bill after he or she comes. This problem mainly depends on the preliminary stage. In the early stage, customers must have the insurance concept, then let customers know about the company, and further let customers have trust in the company through product briefings. You can use your professional knowledge and the company's stock fund to explain the company's strength again. (Note: When talking, personal confidence is very important, because self-confidence can explain the strength of the company.) Next, after the customer recognizes and makes an intentional signing, how can she pay the premium? After the customer intentionally signs the bill on the spot, I think we should pay attention to the following points: ① We should pay a return visit to the customer in the form of a departmental return visit on the second or third day of the product briefing, congratulate him (her) on having a guarantee, and let him (her) deposit the premium in the bank, remember to emphasize the "bank" and remove the psychological obstacles of the customer, so as to achieve the purpose of inviting and promoting again; (2) you can use the company reward to congratulate the customer, and once again urge the customer to pay the fee in the form of winning the ticket for the product briefing. Finally, here, I want to tell you that I have gone through four glorious years in my company with eight words. These eight words are: goal, self-confidence, desire and purpose. Because I have a goal, I know what to do today and what to do tomorrow. Because of my self-confidence, I can show my professionalism with my clients. Because I have desire, I will fight hard. I will succeed only if I work with a purpose.

Further reading: How to buy insurance, which is better, and teach you how to avoid these "pits" of insurance.