Free Printable Insurance Sales Checklist

Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]

1. Preparation Phase

• Review product knowledge and updates

• Familiarize yourself with the client’s profile and needs

• Gather all relevant documents (brochures, applications, policies)

• Set goals and objectives for the meeting or call

• Prepare any personalized offers or quotes

• Confirm appointment time and location with the client

2. Client Consultation

• Greet the client and build rapport

• Identify the client’s needs and goals

• Assess the client’s financial situation and risk tolerance

• Explain available insurance products and options

• Answer all client questions clearly

• Tailor solutions based on client’s preferences

• Provide product brochures and details for review

3. Proposal Phase

• Present tailored insurance policy options

• Explain coverage, premiums, terms, and conditions

• Highlight any benefits or discounts the client may qualify for

• Address any objections or concerns

• Recommend the most suitable insurance plan

4. Closing the Sale

• Confirm the client’s decision on the policy

• Complete the necessary paperwork (applications, signatures)

• Review payment options (premium payments, financing)

• Provide a clear breakdown of the policy details

• Set up policy delivery (hard copy or digital)

• Ensure the client understands the next steps

5. Post-Sale Follow-Up

• Send policy confirmation and welcome package

• Confirm the policy is active and the client has all necessary documents

• Schedule a follow-up call or email to check on client satisfaction

• Provide information on claims process, customer support, and renewal reminders

• Document the sale and update the CRM system

• Thank the client for their business

6. Ongoing Client Relationship

• Maintain regular communication (updates, policy changes, annual reviews)

• Offer additional products as needs arise (e.g., life, health, home insurance)

• Check-in to ensure continued satisfaction and address any issues

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