- 175
Has anyone put together a sheet to have client/prospect fill out with all the YIO fields for easier input?
Your Insurance Office - Data Form
- Thread starter crimsontideagent
- Start date
- 11,280
Yes, the application for whatever they are buying.
- Thread starter
- #3
- 175
Ha ha - Serious answers please.
If you don't understand, potential client comes in to intital meet, nothing sold there, I ask them to fill out a form with contact information, then if we do business they/we don't have to rewrite on the app, my assistant will do that, all they need to do is sign where needed. Easy for them...
If you don't understand, potential client comes in to intital meet, nothing sold there, I ask them to fill out a form with contact information, then if we do business they/we don't have to rewrite on the app, my assistant will do that, all they need to do is sign where needed. Easy for them...
- 15,319
Wouldn't it just be easier to have them show up and fill out an application while you're at the golf course?
Sounds like you really don't want to put any effort into this.
Rick
- 11,280
You must take more steps in writing an app than I do. If it is a prospect most of the info I need is on the lead, if it is a client then all the info I need is on the app. If they are going to fill out a pre app, then why not just fill out the app?
- Thread starter
- #6
- 175
Oh good lord... forget I asked.
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Wow, you got me on that one. You caught me. Geez, how in the heck could you have gathered that from my post. Unbelievable.
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Wow, you got me on that one. You caught me. Geez, how in the heck could you have gathered that from my post. Unbelievable.
Last edited:
- 11,280
It's impossible to forget unless you ask the moderator to delete this thread.
- 7,790
Call Frank!!!!!!
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