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.
This process will also help when you have given all of the GOOD information to a prospect, who then is inclined to take it to their FORMER agent, who probably gave them bad advice to begin with.
See this recent support ticket on this very topic:
One the best things about the Medicare business is the residual income that separates THIS niche from any other. Knowing that you can get off of the rat wheel, slow down YOUR personal production, and build a legacy; it changes…