Email Your Quote to a Black Hole

3 minute video image

Are you emailing your quotes to clients because you think that they need to see something? Some people yes, but for most people they will only look at one thing… PRICE! Remember, for all the clients who want to see something you can always email it after you review their options with them. When you present your quote you have the opportunity to overcome and embrace their concerns. When you email quotes people will just ghost you!

Insurance is complicated.  Can the average Joe really understand your recommendations? We recommend instead booking a time to review the quote with the client. Watch this 3 Minute video to learn more!

Contact us if you are looking to accomplish the following:

  • Minimize quoting and maximize selling
  • Improve your client experience
  • Help your team embrace and overcome concerns
  • Overcome push back on ideas that strengthen your closing ratio

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