I would love to know what the more experienced professionals recommend to send out in their e-mails and packets to potential clients?
I have only sent out information through e-mail and include the following;
1) Welcome letter from my agency containing a short introduction about the agency, premium range based on their age, zip code and family size, along with directions as to how to navigate the literature.
2) Plan brochure for two of the top companies based on products and price. I am appointed with all the major insurance companies.
3) An HSA document describing basic information.
4) A short application from one of the insurance companies.
5) A conclusion in the letter that states the time we agree upon to talk again and gather important information to narrow down the choices, re-emphasize how I can help them evaluate room for savings and increased coverage.
Does anybody do anything differently or have alternative suggestions?
-J.R.
I have only sent out information through e-mail and include the following;
1) Welcome letter from my agency containing a short introduction about the agency, premium range based on their age, zip code and family size, along with directions as to how to navigate the literature.
2) Plan brochure for two of the top companies based on products and price. I am appointed with all the major insurance companies.
3) An HSA document describing basic information.
4) A short application from one of the insurance companies.
5) A conclusion in the letter that states the time we agree upon to talk again and gather important information to narrow down the choices, re-emphasize how I can help them evaluate room for savings and increased coverage.
Does anybody do anything differently or have alternative suggestions?
-J.R.