Follow Up After Sale

Jul 18, 2019

  1. theleadingagent
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    theleadingagent Expert

    Posts:
    73
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    40
    State:
    Tennessee
    just curious as to what you all do to follow up with clients after you submit their applications/get them approved?
     
  2. InsuranceIsLife
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    InsuranceIsLife Expert

    Posts:
    65
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    35
    State:
    South Carolina
    I mean, it's fairly simple... Call and say you have news. Congratulate them on getting approved for the insurance and let them know everything is about wrapped up and just need to grab the check or get permission to have the company draft the 1st mo premium in order to put the coverage in force. *Assuming there are no amendments or outstanding reqs
     
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