LIVE Demonstration with Actual Sale

This was an actual sale made March 19, 2014, where I had the presence of mind to not only set up the screen share the way we normally do, but I also started recording the screen so that you can see it. The call audio came from CallGraph, recording the Skype call. It was then married up with the video from the screen recording. (Update as of December 2014, CallGraph no longer works to record skype calls. Instead, we're now using this -click here.) I believe this will be helpful, and you can hear her reaction...and my patience level and intensity with which I try to convey my interest in letting the client talk through the process. Step 1: Rick responded to the initial lead. Who is Rick? Rick is my call screener who knows how to look up rates and knows how to look up the underwriting questions on the companies he sees on the quote engines. You can hear Rick doing the screening calls at this link. He's fairly consistent with what he says each time. This (below) is the call prior to my screen share.. with Rick. Here you can hear most of the call. In the initial 3 minutes, Rick did not have the Callgraph recording. He realized that, then hit the RECORD button and you hear the rest. At this point in the call, she has heard the CIGNA rates and she has told Rick what her rates were. Here is the audio: Screening Call with Paula: http://archive.org/download/InitialCallPaulaWednesday19March2014/Initial%20call%20Paula%20Wednesday,%2019%20March%202014.mp3 This audio is in Callgraph's native format. Rick is in the left speaker, the client (and her dog) is in the right speaker on playback. After Rick's call to her, I called her back 15 minutes later. This is my call with her. I was not recording my screen at the time, only the call. Then, I switched on the screen recording. That's where this call ends and the video (below) picks up... Chris' first call with Paula (I'm in the left speaker, she is in the right playback speaker.) In this phone call, I started the screen share with her and I showed her my Powerpoint presentation (pictures of me, the family, licenses, etc.) http://archive.org/download/ChrisInitialCallEditedForPrivacy/Chris%20Initial%20Call%20Edited%20for%20Privacy.mp3 ... then screen share video: You can maximize the video below to full screen to get the full effect. This would be the same vantage point the client was watching: I then pulled up the quote engine and hit the "RECORD" button so you could see from that point on... Current plan was AARP at $191 per month for Plan F. The proposed plan is CIGNA at $135 per month for Plan F.

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