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Power Your Insurance Sales Presentations with Infographics

Posted by The DIS Sales Team on Thu, Mar 14, 2019 @ 12:03 PM

insurance-sales-presentationBy now, you’re probably familiar with infographics. They bring data to life with visual illustrations. Infographics are great sales tools because they significantly improve learning and retention. So, how should you use infographics in your sales presentations?

1. Start with the right stats. You’re not trying to confuse your audience with math. You’re trying to show them evidence that disability insurance is needed. Statistics can do this – if you pick the right ones. Each statistic should be relevant to your audience, supportive of your pitch, and building toward your close

2. Be strategic. How you present the data matters. For example, we can say that a 20-year-old has a 25 percent chance of becoming disabled. This is pretty compelling, but some people might think that 25 doesn’t sound that high. If we reword this to say that one in four people will become disabled, it sounds more relevant. If you can get your audience to think about four people they know, it becomes personal.

3. Keep it simple. Understanding your presentation should not require a math degree. Each graphic should make a single, strong point. Use big numbers, simple images, and as little text as possible. Avoid graphics that are cluttered, complex or hard to read.

4. Integrate the infographic into your pitch. An infographic is a great tool, but it’s not your pitch. Don’t just show your audience the infographic and let them figure out why your insurance product matters. Give a strong pitch and use the infographic to highlight some of your points. Explain how the infographic supports your point. Close the loop.

5. Make the emotional connection. Statistics provide strong evidence for people who need to justify financial decisions. At the same time, people are not robots. They’re driven by emotions. Don’t forget to use this in your presentation. When discussing the statistics in your infographics, show what these numbers mean to real people. One in four people will become disabled. How will this affect them? How will they support their families? Share personal stories, with details to really drive the point home.

6. Leave your prospect with the infographic handout. Many of your prospects don’t make their financial decisions alone. They consult a spouse, friend or family member. Make it easy for them to share what they learned by providing them with a copy of the infographic handout you shared.

Need some great infographics to power your insurance sales presentations? Download these:

Topics: infographics, insurance sales presentation, how to use infographics in insurance sales