Page 23 - Sales and Operations Handbook for Managers.pdf
P. 23
Agent DSM
1. Go to
Freshworks to
enter customer
information
2. Transfer information
from Freshworks to ITC
to give customer a price
3. Build rapport with
customer and determine
any discounts to apply
1.Determine what
4. Sell policy on the options are available
company and transfer to the customer to
to Ipro to record make the sale and
transaction for the sale. assist agent.
5. Review company
guidelines to ensure
customer needs
addressed when
selecting carrier.
6. Provide customer
with documents to sign
and explain their
benefits. Provide
customer with
insurance card and
documents.
7. Thank the customer
and ask for referral.
