akingsdaughter
New Member
- 7
Your problem is in the statement above, you are a quote dispensor. Take it in 3 steps:
1. Find a lead, secure that it's a concern to look at options, get quoting information, then set up call two: "I don't know if I can help, but let me take a general look at what's out there and give you a call back in a day or two to give you a feel for what is out there or isn't out there. Then it's up to you if you want to talk further."
2. Call Two: "I took a look, we could probably save around $1800 a year for a similar plan, or possibly more if we switched around your plan design. I'll leave it up to you, is this enough of a concern that we should set up a time to look at your options in more detail?"
Don't accept "send me the quotes and I'll call if I have questions" or any of the other put offs. The serious prospects will set a time to look in more detail, the other 4 out of 5 won't, move on.
3. Run them through the options, either F2F or via desktop share. If you can help them, you will almost certainly have an app submitted here unless they weren't upfront about their medical issues the first time you asked.
I wouldn't spend your time dispensing quotes to anyone or everyone, complete waste of time.
I love this response! This method is what I have used in the past, but I will incorporate your two phone approach. Thanks