Come To My Workplace ...

Jul 8, 2019

  1. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    There was an agent on here a few years ago that said he took an app while the woman was on he toilet(#2). :confused:

    I'd let her keep the pen. :twitchy:
     
  2. Tahoe Ray
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    Tahoe Ray Guru

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    I mainly write disability insurance so I'm rarely dealing w/ seniors.

    I would say that almost every company that I work with for life and disability allow phone sales. Some are easier to work with than others but for the most part, if you can send an email, you can sign an eApp. For those carriers that don't offer eApps (and don't allow docusign where you're essentially creating your own eApp), you can always just mail it with "sign here" stickers and include a prepaid USPS priority envelope.

    If you go to the senior forum though, you'll find some med supp agents that deal exclusively over the phone. They're definitely working with seniors on a daily basis.
     
  3. marindependent
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    marindependent Guru

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    I meet people in coffee shops occasionally.
     
  4. bill3173
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    bill3173 Guru

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    If not at an office, just about anywhere, that you can have a private conversation and enough space to work. It helps to let people know up front that you're interested in protecting their privacy. The way you handle this part of the appointment setting can encourage a little trust, and cooperation from your prospect.
     
  5. fed up
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    fed up Guru

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    I had an appointment to meet a potential customer at McD's but was way early. Called a fellow agent to see what he was up to and he says he is with a client at McD's, yes the same one I'm parked in front of. says he bought the customer breakfast sandwich and coffee but now the guy is unsure of signing. I call the guys cell and he says he will meet me for lunch at McD's as planned. I asked if he would have room since he just had breakfast on my friend. Neither one of us wrote the policy but I did not lose the cash
     
    fed up, Jul 11, 2019
    #25
  6. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    I make house calls. Sometimes people want to meet at McDonald's or a restaurant for various reasons. Sometimes they're ashamed to let anybody see the filth they live in(hoarders especially), they don't want a stranger in the house, or like several of my clients, they have a lot of dogs and couldn't hear you over the barking.

    A noisy restaurant makes it harder to do a POS PHI, and it can be embarrassing when the applicant has to speak loudly when going over their drugs...especially when a guy loudly says, " I TAKE VIAGRA BECAUSE I HAVE ERECTILE DYSFUNTION". Then the room gets quiet and everybody looks at him.....:twitchy:
     
  7. pfg1
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    pfg1 Guru

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    LOL ^^^

    I guess I should say I do alot of appointments in coffee shops, restaurants, etc. However I'm typically not doing business there. I don't do FE so never are any of my initial appointments a sale. Usually its more of a meet and greet, or to sign ppwk or pick up or deliver something to a client. Most of my heavy lifting with clients is done at their home, or online over webinar.
     
    pfg1, Jul 11, 2019
    #27
  8. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    I hope you never throw your back out, some of those people are pretty hefty. :yes:
     
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