Anand discusses strategies for improving his performance as an insurance salesperson. He realizes he needs to connect directly with decision-makers on social media, get details from clients faster, present options in-person rather than by email, and work to get quotes and policies issued more quickly. When he adopts these strategies on a call with Mr. Y, he is able to get details the same day, receive options back within 2 days, meet the client to discuss, and have the potential for a faster policy issuance.
The document discusses various concepts related to contracts under the Indian Contract Act such as sale of goods, conditions vs warranties, void and voidable contracts, consideration, competency to contract, consent, and remedies for breach of contract. It provides examples to explain different types of contracts such as bailment, agency, and guarantees. It also discusses capacity of minors and other parties to enter into contracts.
The document provides a script for interacting with customers over the phone at various stages of the car buying process, including following up with past customers, qualifying new leads, and transferring customers to credit repair services. It includes suggested language for greeting customers, understanding their vehicle needs, checking on their experience, asking for referrals, addressing credit issues, and transferring customers to a credit consultant partner. The overall goal is to turn leads into sales and increase repeat customers by resolving any issues that prevented past purchases.
The document provides tips for prospecting, setting appointments, presenting, overcoming objections, and mastering products in the financial services industry. It emphasizes the importance of consistent prospecting through warm leads, practicing effective scripts for initial conversations, setting clear appointments by addressing common objections, giving simple and focused presentations, and truly learning the products to build confidence.
This document provides a guide for new interns on how to properly handle personal injury cases in the pre-trial process. It outlines the steps to take for key tasks like conducting initial client interviews, notifying insurance companies of representation, requesting information and evidence like PIP claims and medical records, and negotiating settlements. The guide aims to thoroughly explain the protocol for each task to ensure interns conduct the cases correctly and according to Mr. Shakur's standards.
This document provides information on writing good news and bad news letters. It discusses the purpose and features of good news letters, which is to provide positive information to reassure readers. It also discusses bad news letters, which most often involve refusing requests. The document outlines goals and formats for bad news letters, including delivering the news after explaining reasons and maintaining goodwill. It provides two sample bad news letters and things to avoid when writing them. The conclusion emphasizes the importance of maintaining positive relationships when conveying bad news in business letters.
The document contains 4 examples of job rejection letters and tips for writing a job rejection letter. The letters politely decline job offers and thank the employers for their consideration while regretfully informing them that another opportunity was accepted or was a better fit. The tips advise keeping the letter short, prompt, and polite while not needing to provide details about declining the offer.
Many banks and lending institutions are fined by the financial service authority for mis-selling the payment protection iinsurance(PPI).
Now they set aside a 4.6 million pounds to give away fromthe customers to UK.
The document discusses various concepts related to contracts under the Indian Contract Act such as sale of goods, conditions vs warranties, void and voidable contracts, consideration, competency to contract, consent, and remedies for breach of contract. It provides examples to explain different types of contracts such as bailment, agency, and guarantees. It also discusses capacity of minors and other parties to enter into contracts.
The document provides a script for interacting with customers over the phone at various stages of the car buying process, including following up with past customers, qualifying new leads, and transferring customers to credit repair services. It includes suggested language for greeting customers, understanding their vehicle needs, checking on their experience, asking for referrals, addressing credit issues, and transferring customers to a credit consultant partner. The overall goal is to turn leads into sales and increase repeat customers by resolving any issues that prevented past purchases.
The document provides tips for prospecting, setting appointments, presenting, overcoming objections, and mastering products in the financial services industry. It emphasizes the importance of consistent prospecting through warm leads, practicing effective scripts for initial conversations, setting clear appointments by addressing common objections, giving simple and focused presentations, and truly learning the products to build confidence.
This document provides a guide for new interns on how to properly handle personal injury cases in the pre-trial process. It outlines the steps to take for key tasks like conducting initial client interviews, notifying insurance companies of representation, requesting information and evidence like PIP claims and medical records, and negotiating settlements. The guide aims to thoroughly explain the protocol for each task to ensure interns conduct the cases correctly and according to Mr. Shakur's standards.
This document provides information on writing good news and bad news letters. It discusses the purpose and features of good news letters, which is to provide positive information to reassure readers. It also discusses bad news letters, which most often involve refusing requests. The document outlines goals and formats for bad news letters, including delivering the news after explaining reasons and maintaining goodwill. It provides two sample bad news letters and things to avoid when writing them. The conclusion emphasizes the importance of maintaining positive relationships when conveying bad news in business letters.
The document contains 4 examples of job rejection letters and tips for writing a job rejection letter. The letters politely decline job offers and thank the employers for their consideration while regretfully informing them that another opportunity was accepted or was a better fit. The tips advise keeping the letter short, prompt, and polite while not needing to provide details about declining the offer.
Many banks and lending institutions are fined by the financial service authority for mis-selling the payment protection iinsurance(PPI).
Now they set aside a 4.6 million pounds to give away fromthe customers to UK.
Worried about growing too fast? Think that your growth will inhibit the quality of your relationships? Check out this deck then - it'll give you a fresh perspective so you can grow while remaining authentic.
See more at http://lifeinsixth.com
NS Auto Parts is located in Toronto and has been in business for over 15 years. They have 30 staff members and offer new and used car parts for all vehicles. They are a member of two automotive trade associations. They carry a variety of used tires and batteries at competitive prices.
The document provides biographical information about a real estate agent and outlines the typical process for purchasing a home. The agent graduated from Georgia State University with a science degree and teaching certification. They taught high school science before pursuing a career in real estate in 2016. The summary then describes the basic 6 steps homebuyers typically follow: 1) finding an agent, 2) getting pre-approved for a loan, 3) searching for homes, 4) making an offer, 5) going under contract, and 6) closing on the purchase. It also answers some frequently asked questions about working with a buyer's agent.
Buying process examples, a peek into the buyer's mind!Ashraf Osman
The buying process is pretty much the same when we buy/acquire/purchase anything.
I am sharing with you 4 examples to take you though the buying process steps for each example: Upgrade business server, buy a new car, move your kid to a new school and change your mobile phone operator.
The stages are the same in all cases .. read and enjoy and if you need me to develop the steps for any other case just give me a shout ... I'm always there and ready to help
Swati Verma is an assistant sales manager at MeraCar.com who specializes in selling used cars. Due to the economic impact of Covid-19, her daily sales targets have fallen. However, she is determined to bounce back by calling previous leads with a positive mindset. She calls a past customer, Mr. Bhasin, who had postponed buying a new car due to financial issues from Covid-19. Swati suggests he consider one of MeraCar's quality-tested used cars, which are priced much lower than new cars. Mr. Bhasin is interested and agrees to meet with a relationship manager the next day to learn more.
The customer provided proof of his no-claims discount (NCD) to his existing insurer when requesting a new motor policy upon retirement. However, the insurer repeatedly rejected the documentation in responses comprised of standardized paragraphs that were difficult to understand and conveyed a threatening rather than helpful tone. Frustrated by the poor communication, the customer cancelled his policy and went elsewhere. The document suggests the insurer could have improved by auditing their standardized responses to use a more customer-friendly tone and clearly explaining documentation requirements to avoid losing business.
Challenges recruiters face and why candidates are blamedSourcingAdda
The recruitment industry always has a talk which blames the candidates for various reasons.
Let’s see few reasons why Recruiters blame candidates?
• Candidates don't turn up for interviews as promised
• Candidates accept multiple offers and reject our offer at the last moment.
• Candidates don't give more details about their job.
• Candidates usually lie to recruiter and don’t give proper details
• Candidates say YES to other conditions and finally decline the offer for same reason
Though being a recruiter, we can’t blame candidates completely for the above reasons as I feel most of the recruiters are not doing their job in detail and in the way they need to considering deadlines.
Please follow us on Twitter:
@SourcingAdda
@TheSourcePro
Video Available at: https://youtu.be/AHDX7pGzb18
- Buying a home is a major financial decision and commitment that requires navigating a complicated process. The document provides guidance to help buyers feel informed and prepared.
- It outlines preliminary financing concerns like estimating purchasing power based on income, credit, expenses, down payment, and interest rates. It also provides steps to review credit reports, financial documents, and to talk to a lender.
- The document reviews mortgage types, terms, fees, and questions for buyers to ask lenders to better understand financing options and select the best loan. It also discusses down payment amounts and private mortgage insurance.
Hastings Insurance Services provides car, home, and motorcycle insurance in the UK. It was launched in 1997 and has since expanded its product offerings. In 2009, Hastings was bought by its management team and aims to be a leading UK insurance provider while maintaining quality customer service.
This document discusses negotiation strategies and techniques. It covers factors that influence negotiations like time, power, information, and ethics. It then outlines the negotiation process, including beginning negotiations by greeting and finding common ground, exchanging information, making offers, negotiating, and finishing negotiations. Specific tactics are discussed like dividing issues, proposing new plans, probing with "what if" questions, evading issues, and showing goodwill cooperation. The document also provides advice for handling deadlocks, determining when negotiations are finished, and reaching agreements.
This document discusses several types of briefs used in different contexts. A contractual brief outlines the duties of a client and company and serves as an agreement between them. A negotiated brief describes the process where two companies with differing ideas come together to find a mutually agreeable solution. A formal brief contains only the most important details, aiming for brevity. A commission brief provides reasons for creating a video project and details around budget, deadlines, and rights. A tender brief allows contractors to share ideas for developing a product. A cooperative brief can be created and used by anyone, while a competition brief typically just requires basic contact information from entrants.
This document discusses several types of briefs used in different contexts. A contractual brief outlines the duties of a client and company, ensuring both parties understand expectations. A negotiated brief describes the process where two companies with differing ideas collaborate to find a mutually agreeable solution. A formal brief aims to concisely provide key details to large groups or businesses rather than individuals.
PROSPECTUS OF A FINANCIAL CONSULTANCY FIRM (IMAGINARY)abhipray
I WAS ASKED TO CONSIDER MYSELF AS A FINANCIAL CONSULTANT & THEN MAKE A PROSPECTUS FOR THE CONSULTANCY SERVICE THAT I WOULD OFFER TO MY CLIENTS.
SO INSTEAD OF JUST CONSIDERING MYSELF AS AN INDIVIDUAL CONSULTANT, WENT A STEP FURTHER & MADE THE PROSPECTUS REPRESENTING A CONSULTANCY FIRM. HOWEVER, THIS PIECE IS JUST IMAGINARY. IT HAS NO RELATION WITH THE ACTUAL. THE FIGURES USED ARE FALSE.
THIS WAS JUST FOR THE PURPOSE OF CREATING A PROSPECTUS (MY OWN WAY).
The presentation is to discuss the craft of writing sales proposals, There is no point in dumping information in a sales proposal and then be shared in a dustbin. How to write relevant proposals?
VIP Refi Mailer Presentation_View TO DATE FINALRobert Vitale
The document provides information about a 2nd chance auto refinance mail campaign service. It details that the service sends mailers to customers with vehicle loans, gathers applicant data, sets dealer appointments, and provides a portal for dealership staff. The portal allows staff to view customer updates and call on pending appointments. The service aims to bring in new customers and convert them to new vehicle sales rather than just refinancing their current loan. It estimates an average dealership could sell 20-25 cars from 10,000 mailers, with most campaigns re-ordering monthly.
The document provides tips and strategies for improving customer service and response times. It emphasizes that fast customer service leads to more revenue through quotes, bids, sales, and customer retention. It recommends tracking response times, streamlining processes, and giving partial responses to customers. Additional tips include using customers' preferred communication methods, building rapport, handling complaints effectively, underpromising and overdelivering, and finding ways to add value for customers. The overall message is that fast, friendly, and helpful customer service is key to business success.
Contractual briefs are agreements between a client and employer that define each party's duties and responsibilities. They ensure both parties understand what is expected of them to avoid misunderstandings. Negotiated briefs are documents agreed upon by two companies after discussing their different ideas. A formal brief focuses on important details and getting straight to the point for large groups or businesses. A commission brief contains information about a proposed video project, such as goals, budget, deadlines, and submission to production companies for consideration.
Contractual briefs are agreements between a client and employer that define each party's duties and responsibilities. They ensure both parties understand what is expected of them to avoid misunderstandings. Negotiated briefs are documents agreed upon by two companies after discussing their different ideas. A formal brief focuses on important details and getting straight to the point for large groups or businesses. A commission brief contains information about a proposed video project, such as goals, budget, deadlines, and submission to production companies for consideration.
Broker expectations at EXP Realty include adhering to TREC rules and NAR's code of ethics. Agents should understand proper procedures, such as contacting the appropriate managing brokers with questions. Agents can represent buyers and sellers and sign listing and buyer representation agreements on behalf of EXP Realty. However, agents should avoid creative deals and transactions outside their expertise, and carefully consider seller financing, buyer leasebacks, short sales, and assignments. Overall, agents are expected to be professional, knowledgeable, and seek guidance from managing brokers when uncertain.
Here is a draft indirect letter in response to the situation:
Dear Ms. DeCicco,
Thank you for your interest in the Marketing Associate position at Bradley Jackson Associates. I appreciate you taking the time to interview and share your background and qualifications with us.
As you may know, we are looking for a candidate with extensive experience in marketing for the financial services industry. While your education and previous roles demonstrate strong skills, we felt the position would require a deeper level of specialized knowledge.
Please do not feel discouraged by our decision. You impressed us with your communication abilities and creative thinking. With a few more years developing your expertise in financial marketing, I'm confident you would be an excellent fit for similar roles.
Worried about growing too fast? Think that your growth will inhibit the quality of your relationships? Check out this deck then - it'll give you a fresh perspective so you can grow while remaining authentic.
See more at http://lifeinsixth.com
NS Auto Parts is located in Toronto and has been in business for over 15 years. They have 30 staff members and offer new and used car parts for all vehicles. They are a member of two automotive trade associations. They carry a variety of used tires and batteries at competitive prices.
The document provides biographical information about a real estate agent and outlines the typical process for purchasing a home. The agent graduated from Georgia State University with a science degree and teaching certification. They taught high school science before pursuing a career in real estate in 2016. The summary then describes the basic 6 steps homebuyers typically follow: 1) finding an agent, 2) getting pre-approved for a loan, 3) searching for homes, 4) making an offer, 5) going under contract, and 6) closing on the purchase. It also answers some frequently asked questions about working with a buyer's agent.
Buying process examples, a peek into the buyer's mind!Ashraf Osman
The buying process is pretty much the same when we buy/acquire/purchase anything.
I am sharing with you 4 examples to take you though the buying process steps for each example: Upgrade business server, buy a new car, move your kid to a new school and change your mobile phone operator.
The stages are the same in all cases .. read and enjoy and if you need me to develop the steps for any other case just give me a shout ... I'm always there and ready to help
Swati Verma is an assistant sales manager at MeraCar.com who specializes in selling used cars. Due to the economic impact of Covid-19, her daily sales targets have fallen. However, she is determined to bounce back by calling previous leads with a positive mindset. She calls a past customer, Mr. Bhasin, who had postponed buying a new car due to financial issues from Covid-19. Swati suggests he consider one of MeraCar's quality-tested used cars, which are priced much lower than new cars. Mr. Bhasin is interested and agrees to meet with a relationship manager the next day to learn more.
The customer provided proof of his no-claims discount (NCD) to his existing insurer when requesting a new motor policy upon retirement. However, the insurer repeatedly rejected the documentation in responses comprised of standardized paragraphs that were difficult to understand and conveyed a threatening rather than helpful tone. Frustrated by the poor communication, the customer cancelled his policy and went elsewhere. The document suggests the insurer could have improved by auditing their standardized responses to use a more customer-friendly tone and clearly explaining documentation requirements to avoid losing business.
Challenges recruiters face and why candidates are blamedSourcingAdda
The recruitment industry always has a talk which blames the candidates for various reasons.
Let’s see few reasons why Recruiters blame candidates?
• Candidates don't turn up for interviews as promised
• Candidates accept multiple offers and reject our offer at the last moment.
• Candidates don't give more details about their job.
• Candidates usually lie to recruiter and don’t give proper details
• Candidates say YES to other conditions and finally decline the offer for same reason
Though being a recruiter, we can’t blame candidates completely for the above reasons as I feel most of the recruiters are not doing their job in detail and in the way they need to considering deadlines.
Please follow us on Twitter:
@SourcingAdda
@TheSourcePro
Video Available at: https://youtu.be/AHDX7pGzb18
- Buying a home is a major financial decision and commitment that requires navigating a complicated process. The document provides guidance to help buyers feel informed and prepared.
- It outlines preliminary financing concerns like estimating purchasing power based on income, credit, expenses, down payment, and interest rates. It also provides steps to review credit reports, financial documents, and to talk to a lender.
- The document reviews mortgage types, terms, fees, and questions for buyers to ask lenders to better understand financing options and select the best loan. It also discusses down payment amounts and private mortgage insurance.
Hastings Insurance Services provides car, home, and motorcycle insurance in the UK. It was launched in 1997 and has since expanded its product offerings. In 2009, Hastings was bought by its management team and aims to be a leading UK insurance provider while maintaining quality customer service.
This document discusses negotiation strategies and techniques. It covers factors that influence negotiations like time, power, information, and ethics. It then outlines the negotiation process, including beginning negotiations by greeting and finding common ground, exchanging information, making offers, negotiating, and finishing negotiations. Specific tactics are discussed like dividing issues, proposing new plans, probing with "what if" questions, evading issues, and showing goodwill cooperation. The document also provides advice for handling deadlocks, determining when negotiations are finished, and reaching agreements.
This document discusses several types of briefs used in different contexts. A contractual brief outlines the duties of a client and company and serves as an agreement between them. A negotiated brief describes the process where two companies with differing ideas come together to find a mutually agreeable solution. A formal brief contains only the most important details, aiming for brevity. A commission brief provides reasons for creating a video project and details around budget, deadlines, and rights. A tender brief allows contractors to share ideas for developing a product. A cooperative brief can be created and used by anyone, while a competition brief typically just requires basic contact information from entrants.
This document discusses several types of briefs used in different contexts. A contractual brief outlines the duties of a client and company, ensuring both parties understand expectations. A negotiated brief describes the process where two companies with differing ideas collaborate to find a mutually agreeable solution. A formal brief aims to concisely provide key details to large groups or businesses rather than individuals.
PROSPECTUS OF A FINANCIAL CONSULTANCY FIRM (IMAGINARY)abhipray
I WAS ASKED TO CONSIDER MYSELF AS A FINANCIAL CONSULTANT & THEN MAKE A PROSPECTUS FOR THE CONSULTANCY SERVICE THAT I WOULD OFFER TO MY CLIENTS.
SO INSTEAD OF JUST CONSIDERING MYSELF AS AN INDIVIDUAL CONSULTANT, WENT A STEP FURTHER & MADE THE PROSPECTUS REPRESENTING A CONSULTANCY FIRM. HOWEVER, THIS PIECE IS JUST IMAGINARY. IT HAS NO RELATION WITH THE ACTUAL. THE FIGURES USED ARE FALSE.
THIS WAS JUST FOR THE PURPOSE OF CREATING A PROSPECTUS (MY OWN WAY).
The presentation is to discuss the craft of writing sales proposals, There is no point in dumping information in a sales proposal and then be shared in a dustbin. How to write relevant proposals?
VIP Refi Mailer Presentation_View TO DATE FINALRobert Vitale
The document provides information about a 2nd chance auto refinance mail campaign service. It details that the service sends mailers to customers with vehicle loans, gathers applicant data, sets dealer appointments, and provides a portal for dealership staff. The portal allows staff to view customer updates and call on pending appointments. The service aims to bring in new customers and convert them to new vehicle sales rather than just refinancing their current loan. It estimates an average dealership could sell 20-25 cars from 10,000 mailers, with most campaigns re-ordering monthly.
The document provides tips and strategies for improving customer service and response times. It emphasizes that fast customer service leads to more revenue through quotes, bids, sales, and customer retention. It recommends tracking response times, streamlining processes, and giving partial responses to customers. Additional tips include using customers' preferred communication methods, building rapport, handling complaints effectively, underpromising and overdelivering, and finding ways to add value for customers. The overall message is that fast, friendly, and helpful customer service is key to business success.
Contractual briefs are agreements between a client and employer that define each party's duties and responsibilities. They ensure both parties understand what is expected of them to avoid misunderstandings. Negotiated briefs are documents agreed upon by two companies after discussing their different ideas. A formal brief focuses on important details and getting straight to the point for large groups or businesses. A commission brief contains information about a proposed video project, such as goals, budget, deadlines, and submission to production companies for consideration.
Contractual briefs are agreements between a client and employer that define each party's duties and responsibilities. They ensure both parties understand what is expected of them to avoid misunderstandings. Negotiated briefs are documents agreed upon by two companies after discussing their different ideas. A formal brief focuses on important details and getting straight to the point for large groups or businesses. A commission brief contains information about a proposed video project, such as goals, budget, deadlines, and submission to production companies for consideration.
Broker expectations at EXP Realty include adhering to TREC rules and NAR's code of ethics. Agents should understand proper procedures, such as contacting the appropriate managing brokers with questions. Agents can represent buyers and sellers and sign listing and buyer representation agreements on behalf of EXP Realty. However, agents should avoid creative deals and transactions outside their expertise, and carefully consider seller financing, buyer leasebacks, short sales, and assignments. Overall, agents are expected to be professional, knowledgeable, and seek guidance from managing brokers when uncertain.
Here is a draft indirect letter in response to the situation:
Dear Ms. DeCicco,
Thank you for your interest in the Marketing Associate position at Bradley Jackson Associates. I appreciate you taking the time to interview and share your background and qualifications with us.
As you may know, we are looking for a candidate with extensive experience in marketing for the financial services industry. While your education and previous roles demonstrate strong skills, we felt the position would require a deeper level of specialized knowledge.
Please do not feel discouraged by our decision. You impressed us with your communication abilities and creative thinking. With a few more years developing your expertise in financial marketing, I'm confident you would be an excellent fit for similar roles.
2. Pre Sales Activity- Cold Call
Launching Reality Input
Research on new prospect
using Social Media and
surf engines.
Calling to new prospects.
Calling existing contacts.
Calling market links.
Launching Reality Outcome
Landed to receptionist who think they are
the decision maker in case it is a cold
call.
Sorry Sir! But we already
have insurance. Drop
your company profile at
INFO@**********.COM
3. Team players….activity
What should I
do for more
qualified leads?
Anand! Try to get connected with
decision maker over LinkedIn and other
social media. It works !
Thanks Makram
4. Pre Sales Activity- Smart Call
Connecting to the decision makers
of the companies over LinkedIn and
other ways. Hi Mr. X, I hope I'm not
bothering you. Could you please
refer me to the person in charge
of handling and managing your
company’s insurance matters in
UAE?
You can
speak to
Mr. Y for
the same.
Thanks !
Hi Mr. A.
How are
you ? This
time I
have more
options
for your
insurance
needs.
Great!
Connect
me at the
time of
renewal.
Thanks
Anand.
5. Action Time !
Dialog 1- Hi Mr. Y! How are
you? Mr. X ask me to call you
for insurance matter of your
company. Is it right time to
speak?
Yes of course!
I am always
free for you.
Tell me how
can I help?
Hi Mr. A.
This side
Anand.
Can you
please
share the
details so
that I can
start
working
on it?
Hi Anand!
Sure, I will
forward it
to you by
end of the
day.
Thanks.
Great! Thank you for giving us an
opportunity. Can you please share the
details related your insurance
requirement so that we can do the initial
study and get back to with best options
as per your need and budget.
6. Wait begins
Oh! I hope client will send me all the details I
asked for.
What if they do not share BOR?
What if we can not offer exactly what client is
looking for? Although I have asked for all the
requirements. Hmmmm.
Partial Details received
ALERT NO BOR FOUND
7. Reconnecting…………….
Hi! This side
Anand.
Unfortunately I
did not received
BOR from your
side. It is very
important to get
special price and
terms.
Really ?
Ok ! I will send it to
you. Kindly see if
you can offer
something better in
lesser cost. You
know we in process
of cost cutting and I
know you from long
time, you can help
me. Right?
Sorry ! We do not give BOR
to anyone. Its our company
policy. If you have good
relation with the insurance
company (As you said)
Give me something that
suits my company need.
8. Heating up Engines……
Hmm! Let me
forward the details
to Mr. Dani and ask
him to get some
options for the
client.
Sending all the related documents to Mr. Dani and brief
him about the clients requirements i.e TOB, Expiry and
all.
9. Wait begins………….
Mr. Anand ! When you gonna
send us the quotes that we
asked for? We have already
received some quotes within 2
days from other people. In
your case it is almost a week
now.
GOD
knows
Mr. Anand. We have
approached the
market and we will
receive something by
7 to 10 working days.
We are trying our
best.
10. Options received
Thanks ! We will get
back to you.
Hi Mr. X. I have
some options
ready with me.
Kindly let me
know your best
time for a short
presentation on
the options.
Oh !Finally
received
options.
Let me
send it to
client.
Quote sent by mail from HO
11. Waiting for Feed Back
God knows what will
happen?
I wish I could have visited
him with the options and
asked for feedback in
person.
12. Feedback Call
Hi ! I just
called to know
about your
feedback on
our quotes.
Yes! I found
it OK, but
we need
some
changes and
we would
also like to
request for
split
payment
option. Can
you help?
Yes ! But we found something
cheaper and more
competitive.
13. Mind Whirlpool…….1
Oh ! In case of Mr. Y, I need to be more fast in
terms of TAT and I must have more options
(At least 70% of market). And I must present
him the options in persons not over mail.
More coverage + Fast response = Conversion
14. Mind Whirlpool……. 2
In case of Mr. A, I need to speak with Mr. Dani
and Mr. Ayham for split payment and the options
that client is asking for.
I want this client on-board anyhow. As he seems
to be serious and can be converted if we manage
to help him in his terms (But within company
limitations)
15. On the way to closure …..
Hi Mr. Dani! How are you. I hope
you have received client’s
confirmation. Kindly process it.
And do let me know about the
split payment request.
Hi ! Sure. For split payment I will
forward the request. But the rates are
not confirmed. I have to recheck with
insurer.
I will get back to you.
WHAT! Rates are
not confirmed?
But we have given
official quote.
16. Waiting……….
When I will get
response. It
almost 2 days.
And now it is
almost 10 day in
total
Let me speak with
Mr. Ayham and
finalize the
business
Anand! Don’t worry I
will speak with Mr.
Dani get the things
fixed. Focus on the
requirement and tell
me if you need
anything.
Mr. Ayham
17. Refurbishing ………
Yesssss! Finally everything is done.
Now just policy has to be issued.
Policy inception request sent to HO.
Some additional details are required. Send
the underwritten details to proceed.
A.
B.
C.
D.
Looking forward to your
response.
Oh No!
More delay?
18. Final Documentation…
Ohk. Let me send the final
documents to HO and ask
them to issue the policy in
best possible time.
Thanks Anand! It will take 7 to
10 days to issue the policy.
19. Conclusion
Where is problem? It took 10 to 15 days to issue a policy and this
is too much time. I have lost some clients due this much long
turn around time. Clients are getting much faster response from
other Brokers in market with more options then us.
FAINTED
21. Initial Call
Hi Mr. Y! How are you? Mr. X ask
me to call you for insurance matter
of your company. Is it right time to
speak? Can you please share the
details related your insurance
requirement so that we can do the
initial study and get back to with
best options as per your need and
budget.
Sure! Why not?
You will receive it by
evening.
23. Quote generated
Mr. Anand.
I have sent you 4 options with
comparison chart. Kindly let
me know how you want to
proceed. I will send some more
options by 2 days
Thanks
Wow! It is only 2 days past and Mr. Dani
sent me 4 options. I can meet the client
with this options now and ask his
feedback. Great !
Quotes sent within 2 to 3 days
Basic plan quote sent same day with options
24. Client meet
Let me go to client and discuss the options. If
likes it then BRAVO!!!!!
And if not I am sure we will be ready with 4
more options by next 2 days. It will help me to
gain confidence of client and close the
business.
25. Negotiation
I liked the options
but why should I
hire your broking
firm. I am getting
less rate from
others
We can help you out with
your desired cover in your
budget if you can provide us
BOR . And I am promising
you that we can offer you
best deal in market.
I am happy with your
offer and ready to go with
it as you delivered the
quote very fast as
promised and given all
the best options available
in market. And you always
keep visiting us.
We have already given
BOR to you and ready to
go with you guys.
26. Closure…..
See sir. Due to our strong
relations with insurers in market ,
we have managed to get best deal
for you . Now give BOR and I will
make sure your policy will be
issued in next 2 days.
Deal Done!
I am really happy to
work with Guardian
Insurance Brokers as
they are fastest and
they have given me
best option for my
insurance need.
I am
impressed
27. Wow from client
Thank you Anand and Guardian Insurance
Brokers for suggesting me the right cover for
my company insurance needs.
28. More empowered …..
I will be more empowered if I have…
A. Fixed Plan rates ready with me in Excel sheet.
B. More options to offer to my clients.
C. Fastest TAT in market.
D. Pre laid plans ready with me.
Thanks and regards,
Anand