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.

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:
<[email protected]@>

     


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Best Way to Present Quotes

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.

     


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