We want life insurance on all of our clients and we also want it to be easier to process. There are a couple ways to make it easier right from the beginning. Consider these 3 things when writing term insurance.
- Quote multiple carriers the first time around.
- Clients want to know you can offer them the same low rates they can get online.
- Ask them field underwriting questions. – Clients will appreciate getting it right the first time around.
- Any medications?
- Height and weight?
- Family health history?
- Moving violations?
- Use the JLTexpress App to apply.
- 1 page Application
- No need to obtain signatures – Carrier obtains the signatures.
- Carrier schedules the exam.
- Electronic delivery of policy.
Just using these three steps will make it easier for you and your staff to process term insurance.