How to Present Winning Insurance Quotes

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.

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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.

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