Community Engagement & Events:
Posted: Mon May 26, 2025 4:34 am
Accountants/Tax Advisors: They advise clients on financial matters and often identify needs for protection or savings.
Marriage Registrars (Kazi Offices): Newlyweds are an ideal demographic for starting life insurance.
Schools/Universities: Parents of students are key b2b email list prospects for education planning policies.
Doctors/Clinics: Health concerns often prompt thoughts about life insurance or health insurance.
Local Businesses/Factories: Offer financial literacy sessions to their employees, which can lead to group or individual policy sales.
Host Free Educational Seminars/Workshops: Conduct sessions at local community centers, schools, mosques/temples, or local markets in Sherpur. Topics could include: "Financial Planning for a Secure Family," "Understanding Savings & Investment Options," or "Protecting Your Family's Future." Collect contact details from attendees.
Participate in Local Fairs/Expos: Set up an informative booth at local trade fairs, property expos, or community events in Sherpur. Offer free financial needs analysis, quick quotes, or run a small quiz to capture leads.
Sponsor Local Events: Sponsor local sports teams, school programs, or cultural festivals. This increases your visibility, builds goodwill, and allows for natural networking.
Volunteer Work: Get involved in local community service. This helps you build trust and network naturally with people who respect your commitment to the community.
Direct Outreach (Ethical & Compliant):
Targeted Cold Calling (with a script): If permitted by local regulations and your company's policy, use targeted lists (e.g., from public directories, or previous event attendees). Focus on understanding their needs and offering value, not hard selling. The goal of the first call is often to secure a discovery meeting.
Marriage Registrars (Kazi Offices): Newlyweds are an ideal demographic for starting life insurance.
Schools/Universities: Parents of students are key b2b email list prospects for education planning policies.
Doctors/Clinics: Health concerns often prompt thoughts about life insurance or health insurance.
Local Businesses/Factories: Offer financial literacy sessions to their employees, which can lead to group or individual policy sales.
Host Free Educational Seminars/Workshops: Conduct sessions at local community centers, schools, mosques/temples, or local markets in Sherpur. Topics could include: "Financial Planning for a Secure Family," "Understanding Savings & Investment Options," or "Protecting Your Family's Future." Collect contact details from attendees.
Participate in Local Fairs/Expos: Set up an informative booth at local trade fairs, property expos, or community events in Sherpur. Offer free financial needs analysis, quick quotes, or run a small quiz to capture leads.
Sponsor Local Events: Sponsor local sports teams, school programs, or cultural festivals. This increases your visibility, builds goodwill, and allows for natural networking.
Volunteer Work: Get involved in local community service. This helps you build trust and network naturally with people who respect your commitment to the community.
Direct Outreach (Ethical & Compliant):
Targeted Cold Calling (with a script): If permitted by local regulations and your company's policy, use targeted lists (e.g., from public directories, or previous event attendees). Focus on understanding their needs and offering value, not hard selling. The goal of the first call is often to secure a discovery meeting.