Gathering Information from Potential Clients

18/10/2023 4 min

Listen "Gathering Information from Potential Clients"

Episode Synopsis

This week, we'll delve into the significance of collecting information from potential clients to ensure you have all the necessary details for crafting a winning proposal. Instead of improvising, take a thoughtful approach in tailoring your proposal to address the unique needs of the prospect. Proper preparation and a clear understanding of the prospect's needs will help you secure another successful policy for your portfolio. We hope you enjoy this week's Pearls of Wisdom!