Insurance fact finder
An Insurance fact finder helps agents/brokers gather the information they need to give their clients the best possible coverage options. This will also give you insight as to other products your client may need in the future. You should keep the client’s fact finder in their file, as you can use it for future reference. It is also a good idea to mark important dates in your calendar so you can contact your client when they need advice or guidance. This way they understand that you are there to support them and they will feel confident enough to contact you when thy have a question.
Insurance fact finder works great for many agents
After you introduce yourself to a new client and they feel comfortable, you can do a basic needs analysis. Take notes about their current plan. Find out what they like about their current plan and also what they would change if possible. Find out what is most important to them when they are looking for coverage You can add these notes to your fact finder information.
Insurance fact finder:
It is also important to note if anyone helps them with their healthcare decisions. It is a good idea to always repeat/review their biggest concerns and make sure you are clear on exactly what they are looking for in a health care plan. You should be clear that you are there to present them with their best options, but in reality the decision is theirs.
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Please contact us if you have any questions. You can reach us either by phone at (203)796-5403 or by email at firstname.lastname@example.org.