I just got yelled at by a client. It was not one of MY clients, but another agent for “forgot” to tell her new client that they would also have to cancel their OLD Medicare insurance policy now that they have gone to her.
The importance of checklists, when selling insurance, cannot be overstated. Without one, sometimes we forget each and every detail that MUST be effectively communicated to the new client. Forgetting just one can have tragic financial consequences for the client.
See the After Application Checklist on the Tools You Need page.
See the video: