In this short clip, we highlight the importance of using a comprehensive intake form for every client visit, inspired by Brian's approach. Whether clients are new or returning, they receive a clipboard with a form asking them to mark all the products they'd like to discuss. While it might feel awkward at first, this practice is common across many industries, from doctors' offices to car service centers. It's a simple, effective way to ensure clients are aware of all the services you offer and to streamline the appointment process.
For the full episode and more valuable insights, click the link below:
• How to Sell Medicare: ...
Don't forget to like, comment, and subscribe for more tips and strategies to grow your Medicare business!
#MedicareSales #InsuranceAgent #ClientIntake #MedicarePlaybook #DallasKeithley #MedicareMattSmith #BrianAskins
Негізгі бет Why Every Client Needs This Intake Form MSP Ep17
Пікірлер