Policy summary, paper copy will arrive 10-12 business days

1. Carrier:
2. Coverage:
3. Premium:
4. 1st payment:
5. monthly draft date

6. Policy #:

Best,
Agent Name NPN#

Protection for your family

Set expectations (on phonecall)
Explain when they will be hearing from you next (1 week before first payment)

How do you feel now that this is taken care of?

Any questions?

Set up next communication, PUT IT IN YOUR CALENDAR

“Hey____ just a reminder, your policy will activate on _____ First premium is $___ with account ending in 1234

Remind them about not talking to other agents.

Gives you 7-days to contact them

“Hey_____ congrats again on the policy approval. Your packet should be arriving in 10-12 business days. Once you receive it we can review it together in case you have any questions”

• This is your time to clear up any confusions, remind them of their benefits, no need to discuss it with any other agents. The policy they have is the best policy they will ever have
  Cash value

• No waiting period

• Living benefits

• Accidental death

• etc.

• Confusion over policy details

• Wrong bank account information

• Hasn’t heard from you/can’t find your number

• Other agent calls and signs them up for new policy

• Change in financial situation: may need smaller policy

• Client did not receive policy packet

• People forget they sign up