Hey group - first I want to thank contributing members for all their posts. Over the past year I have used allot of pointers from this forum to save me time and money. Thank You!
I run an office of about 15 agents and apt setters now but I have found that retirement from residuals in the limited med world won't happen til I turn 95 years old. So...... We are now appointed with multiple major carriers and I was wondering if any of you have some sort of cheat sheets, pre qualification sheets or basic questionnaires to determine the best course of action for each prospect?
Before answering: I know it depends on the carriers however there has to be some way of determining (quickly) what the best course of action is....right?
Appreciate any input or tips.
Matt
I run an office of about 15 agents and apt setters now but I have found that retirement from residuals in the limited med world won't happen til I turn 95 years old. So...... We are now appointed with multiple major carriers and I was wondering if any of you have some sort of cheat sheets, pre qualification sheets or basic questionnaires to determine the best course of action for each prospect?
Before answering: I know it depends on the carriers however there has to be some way of determining (quickly) what the best course of action is....right?
Appreciate any input or tips.
Matt
