Proposal Material

[NYinsurance417]

Hi I currently sell group health in the sate of NJ. We use a custom excel spreadsheet to show the various plans to clients. I feel like its jsut to confusing for them. Does anyone have any material they would like to share? Any ideas for something more simple?

John

 

[ABC]

Just show the top 3 carriers.

 

[NYinsurance417]

There are only 4 in nj so thats not the problem. Im concerned with the layout.

 

[HarryDaBroker]

There are only 4 in nj so thats not the problem. Im concerned with the layout.

im in jersey as well. i use a spreadsheet as well, but its not confusing, to me atleast. pm me ur e-mail and i will send u a copy of what i use.

 

[leevena]

pm me your email and I will send you what I use. Feel free to use or trash.

 

[NYinsurance417]

My email is [email protected] I can not pm yet.