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10-Step Checklist for Insurance Agents and Brokers

If you want to sell more insurance policies, you need to put together great proposals. It’s that simple.

As a self-employed broker, you are responsible for, well, everything—from generating your own leads to managing finances, attending all meetings, and creating and sending out your own proposals. How do you ensure you send out A-plus proposals every time you interact with a client?

We’ve put together this 10-step checklist to help you increase your professionalism and instill confidence in your prospects. Get tips on:

  • Details to include
  • Design and branding
  • Executive summaries
  • And much more

Health Insurance Proposals Checklist Cover


Download Checklist + Bonus Offer

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