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Apr 30
Close More Sales with MiddleOak Checklists

Having trouble getting clients to compare insurance qualities other than coverage limits and price? Even when it seems like customers are taking everything into account, they still may not "get it." Because agents often must make the intangible tangible, Big “I” Markets offers two checklists to help potential clients understand the value of your MiddleOak proposal.

Here’s how it works: The checklists ask a series of questions that force the customer to consider unique coverages. Indicating their answers by checking yes or no, customers must consider whether they will obtain these coverages or consciously go without each one. Actively going through a checklist process is a powerful exercise that will provide customers with the perspective necessary to consider more than just coverage limits and price.

Use the checklists via email or in completed proposals to reinforce options or in person with your clients. Email MiddleOak’s Rick Cote to get your copy of either checklist: 8 Questions to Ask When Insuring Your Residential Rental Properties or 6 Questions to Ask When Insuring Your Community Association.

 

The Habitational - Apartment Program and Habitational - Condominium Program from MiddleOak are available on Big "I" Markets in the following states: AR, AZ, CO, DE, GA, IA, ID, IN, KY, MD, ME, MI, MO, MT, NH, NJ, NY, NV, OH, OR, PA, SC, TN, UT, VA, VT, WA and WI.

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​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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