You could do things the old-fashioned way and ask your client a ton of questions over the phone—getting guesses, assumptions, and half-truths.
Or, you could take a modern approach to client intake and position your quote to win.
Insurance expert Jeremy Powers discusses why going old-school means you're likely leaving a lot of money on the table and what you can do today to modernize your processes and techniques to:
- Uncover additional policies
- Analyze and fill potential coverage gaps
- Position yourself as a trustworthy advisor
Jeremy also shares his secret on how he presents quotes that win.