Appointment Follow Ups

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:


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