Life Changes. Products Change. Here are some reasons why you should put a client review practice to work for you!
Life Changes. Products Change
Here are some reasons why you should put a client review practice to work for you!
I get an average of 3 referrals off of every policy that I review. I believe that if you don’t review, someone else will! Call me for some of my tips to set up a review and get referrals off of every meeting!
Why is this important:
- Stronger Client Relationships: When you take the time and look out for your clients’ needs, you position yourself as a professional.
- Potential to Improve Your Clients’ Situations: Depending on the scenario, you may help a client save money, gain more coverage for the same premium, or help reassure a client that everything is on track.
- An Opportunity to Increase Your Sales: Often times a client review reveals needed changes and an opportunity for you to help grow your sales.
Look Below for Your Free Download!
It includes my 22 trigger points that I look for in every life policy to set up a review meeting!