Ditching the Declaration Page

3 minute video image

In insurance we love a good declaration page. Who doesn’t love a good apples to apples comparison? The challenge is that all too often the work to get the dec page only hurts you. Watch this video as Dave explains why the dec page request can decrease your closing ratio. When you put an unnecessary step in between you and your sale and you ask your prospect to do unnecessary work we have to ask is there a better way?

The reality is that yes there is! We build rapport while gathering the most up to date information and earn the trust of the client. We take the time to share who we are and learn who they are. Watch this 3 Minute video to reduce the need for dec pages.

Contact us if you are looking to accomplish the following:

  • Become more efficient and effective
  • Help modernize your staff’s processes and procedures
  • Get buy in on critical agency initiatives
  • Work to boost your closing ratios!