3 ways to increase term life insurance sales… and how to make it easier to process.
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.