Client Information Sheet

brooks

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Anyone have a suggestion for a better customer information sheet than the back of the envelope I always seem to end up using?

Seems most of the time when someone calls me back... I end up scribbling notes on a napkin, envelope or some random piece of paper. :swoon:
 
Anyone have a suggestion for a better customer information sheet than the back of the envelope I always seem to end up using?

Seems most of the time when someone calls me back... I end up scribbling notes on a napkin, envelope or some random piece of paper. :swoon:

Are you talking about a info on a client or really a quote info sheet?
 
Info on client. Just a sheet to jot down basic information.

I generally use a "cropped" application for this but always searching for a better way. :idea:
 
I use Your Insurance Office (see link below).

If you don't want to buy the program download the demo and just do a screen shot of a blank record from the Client's Database and print it.
 
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My answer would be it depends. Are you talking LTCi, Final Expense, PDP, MA, or MedSupp calls. When people call my office they generally want immediate answers or solutions. Especially this time of the year with AEP ending in just a few days.

I try to match there intensity with my attention. Plunking through my ACT! data base and entering in their information while trying to give them my 110% attention doesn't work for me. I'll enter the vitals into our database along with my notes after my call. It's important to collect as much information as they are willing to provide.

A sheet of paper to remind you of important key questions may be all you need.
 
If you are talking about being out and about and someone calling, I carry a little spiral notebook in my pocket for quick notes or the back of one of my business cards. Then I transfer the note when I get home/office/car to my yellow pad or my database (pending on what the note is).

Little redundant but I know where all my notes are. Just make sure not to loose the legal pad...
 
I suggest keeping a notebook next to your phone. Scraps of paper tend to get misplaced and very disorganized. I tend to take notes as I go and trying to enter it online during a conversation is almost useless. I like to go paper first, then migrate it into my cms system.

Alternatively, what you are describing is a great use for OneNote (from Microsoft). It's basically a free form note taking software, then you can later move it to your 'system'.

Having a blank quote form for whatever lines you work with is handy. Even if you don't use the form to write on, but just to make sure you have the info.

Dan
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If you are talking about being out and about and someone calling, I carry a little spiral notebook in my pocket for quick notes or the back of one of my business cards. Then I transfer the note when I get home/office/car to my yellow pad or my database (pending on what the note is).

Little redundant but I know where all my notes are. Just make sure not to loose the legal pad...

Just a tip someone taught me a while back, if you take notes on the back of a card (and we all do), turn the card over to the front and put a line through it. It's embarrasing to hand a card to someone when there are notes on the back!!! The line makes it a lot more obvious.

Dan
 
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Do you mean a fact-finder for life and estate planning? There a bunch of them on the net and many carriers have their own and most GAs will send you one as well.

Here is one by ING I use for life/estate/retirement cases which is not too long. I have a couple of others that go into more detail if you want.

John P. once had a good one-pager for health which I used to use... but over the years I'm "memorized" it so that I just "know" what to ask when on the phone. (Won't matter anymore since I don't plan to do much underwritten health after Jan. 1 for obvious reasons.)

Al
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