I found this kind of follow-up to be critical to help prevent folks from taking our information and then going directly to the carrier or to another agent with what we had brought them. Stop losing business direct to the carrier.
This process will also help when you have given all the GOOD information to a prospect, who then is inclined to take it to their FORMER agent, who probably gave them bad advice.
See this recent support ticket on this very topic:
This is just one man's opinion, but I have found an overwhelmingly positive response when things are presented to prospects by video. Whether it is LIVE-streaming screen share, showing them a credibility presentation about who we are and what we can offer, to a static video just delivering the best recommendation – VIDEO is the way to go in my humble opinion.
Have you ever sold a case, to then get a call the next morning that they've “changed their mind” and “cancel everything?” This is a natural phenomenon called “Buyer's Remorse”, and you can head off some of these types of…
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