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How do you handle prospects that email question and scenario one after another? Do you setup appointments or do you just call them? It can be a challenge to keep on top of it before they purchase
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How do you handle prospects that email question and scenario one after another? Do you setup appointments or do you just call them? It can be a challenge to keep on top of it before they purchase
You must call them and set expectations. Try to offer them the insurance company 800 number for stage 1 issues and let them know to call you for "stage 2" issues.
I understand setting expectations, however in my opinion if I was directed to a 800 number I would call the next agent.