What Your Client Can Expect When They Apply for Insurance

The process of obtaining insurance is no small feat. From the application process, to medicals, to policy payments and more, there are many steps involved in securing insurance for your client and their family.

Here is a great article for you to share with your clients; something to explain in detail the full process of acquiring insurance. Of course, you will need to follow up with a phone call and perhaps a meeting, but this article is a good way to start the insurance conversation and provide your clients with a roadmap to what they can expect during this time.

For more articles on how insurance can provide your clients with financial security and peace of mind, read/watch, then share Avoid Underwriting Surprises, SMART TALK… about insurance and INFOCLIP: Building Lifetime Protection.

And if you have any questions or would like to learn more on how to kick start those important conversations with clients, contact your local PPI Collaboration Centre.

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What To Expect When You Apply for Insurance