Insurance Agent - Sales Checklist

[Indian Agent13]

Does anyone have any suggestions on a template or form for developing an agent sales checklist. My office currently does not use this, but have heard this has been beneficial for other agents and agencies. Any thoughts or ideas?

 

[Todd King]

It sounds like you are looking for a Needs Analysis.

I have attached a few for you.

 

[Indian Agent13]

Thanks for the info for Life & Health. Would you have anything for the P&C side as well?

 

[Todd King]

Thanks for the info for Life & Health. Would you have anything for the P&C side as well?

No, we don't do anything on that side at all.

 

[WinoBlues]

Thanks for the info for Life & Health. Would you have anything for the P&C side as well?

Suggestion - Post this on the P&C forum.

 

[Markthebroker]

Is this for personal p&c or commercial?

 

[Indian Agent13]

This is for P&C.

 

[Markthebroker]

This is for P&C.

You didn't answer the question. We already know it is Property and Casualty. I assume by WAY you answered, it is personal P&C?

 

[UncappedIULforYou]

It sounds like you are looking for a Needs Analysis.

I have attached a few for you.

This fact finder is so detailed I might end up using it myself

 

[mudhound]

tools, a screwdriver has many uses.