Hey everyone...new to this board...and have already read so many helpful threads. Here's a question that I have not seen addressed on here: What do you use to present quote proposals to your group client?
I guess some people just show the client the actual quote from the carrier, but do any of you put together an actual proposal, picking out the products you would suggest and compare savings to their existing plan? Is there a subscription website out there that you can use to generate such reports or does this just need done in an Excel worksheet?
I would appreciate your feedback and if you have any example proposals, I'd love to see them. Please feel free to email me.
I guess some people just show the client the actual quote from the carrier, but do any of you put together an actual proposal, picking out the products you would suggest and compare savings to their existing plan? Is there a subscription website out there that you can use to generate such reports or does this just need done in an Excel worksheet?
I would appreciate your feedback and if you have any example proposals, I'd love to see them. Please feel free to email me.