22 Review Ideas with Morgan Marx who gets 3 referrals for every policy she reviews!

Life Changes. Products Change. Here are some reasons why you should put a client review practice to work for you!

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22 Review Ideas

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!

[iframely]https://drive.google.com/file/d/0B-NyDJw5jdeWVTlpSnlidWxPczEtdmJNeXg4TnlIaWdfc2FJ/view?usp=sharing[/iframely]

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