InfoMinute Seminar

Orientation Essentials

GateOpener Workshop

Best Client Workshop

My process includes asking lots of questions and listening to my
clients. At the beginning, I ask what type of Insurance coverage they're
looking for (sometimes they know exactly what they want and sometimes I
need to help guide) and what's the purpose of the coverage. Next, I'll
ask pre-qualifying questions in order to find the very best personalized
fit for their Insurance needs. This is particularly helpful since I'm an
Independent agent and have a plethora of options to shop around on my
client's behalf. Then, I'll come back with the top options which
typically include a price range. I'll share and explain the different
options and their premiums and then I'll ask them "How does this look
budget-wise? I'll listen to their answer while letting them know that
some coverage is better than no coverage (something is better than
nothing) and whichever option we choose, it has to fit their budget.
Typically, there is a sigh of relief as my client realizes I'm genuinely
here to help (without pressuring), in order to ensure their loved ones
are protected. 



What evaluation questions do you ask clients at the mid-way point of your work with them?

Share an answer we wouldn’t expect, and tell why it’s important for your client to understand this part of your process.

Evaluation | PowerCore.net

Evaluation

3-year Pin

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

Jason Shaffer

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