Second opinions. Checkups. We all need them at some point. In any industry with personalized professional service, a second opinion or checkup is a valuable way to ensure progress and uncover any potential missed opportunities. For an agent or advisor, not only is a policy review part of reinforcing quality of services to a client, it may also present other business.
As we experience social distancing and stay-at-home orders, policy reviews can be an effective tool to engage concerned clients and prospects. Policy reviews are typically low-cost, low-effort, and can be conducted through digital and teleconferencing processes.
This is why IAMS, Inc. has prepared our 2020 Policy Review Kit. This exclusive package compiles relevant carrier pieces and original IAMS content. The 2020 Policy Review Kit includes:
- Phone Scripts
- Prospecting Letters
- Email Templates
- Social Posts and Image Cards
- Forms and Tools
- Sharable Articles
This kit is great for both life insurance focused and annuity focused advisors.
Submit your information here to claim your kit or call us 800-255-5055!
