Do I Need to Get Appointed?

dmenace

New Member
1
If I am changing companies (I sell for) will I need to get appointed again even though some of the same companies are offered by my new company as well as the old one I worked for.
thanks

part 2
Is there a basic list of questions out there to ask prospective customers for P&C coverage or quoting. I understand every policy if different I am looking for a basic set of questions or a checklist.
thanks again
 
For part 1...it depends on the companies. Some will have you recontract because you have a new hierarchy. Some will just update your hierarchy information.
 
When you say P&C do you mean personal lines or commercial?

I have a little checklist I use when doing P&C, it helps to get quotes going then if something is weird then I'll follow-up and ask more information.
 
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