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May 26
Close More Sales with MiddleOak Coverage Checklists

Encouraging clients to focus less on coverage limits and price is difficult. Since making the intangible tangible is what we do all the time, MiddleOak now offers two checklists to help your potential clients see the value of your proposal more than ever before.

Here’s how it works: The checklists take the customer through MiddleOak’s unique coverages by asking a series of questions that force them to check yes or no after considering whether they want the coverages listed. This way, they look at more than just the limit of coverage and price—which, understandably, is all most of them usually know. The process of completing a checklist is a powerful exercise because it requires clients to make a conscious decision if they forego important coverages.

You can email the checklists, complete them with a client or include them with existing proposals to reinforce what their coverage includes—whichever you prefer. As Atul Gawande's bestselling book "The Checklist Manifesto" suggests, checklists are powerful tools indeed.

Checklists include:

  • 8 Questions to Ask When Insuring Your Residential Rental Properties
  • 6 Questions to Ask When Insuring Your Community Association

Email Rick Cote to receive a copy of the checklists.


MiddleOak’s Habitational - Apartment Program and Habitational - Condominium Program are available in 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 on Big "I" Markets.


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