Free Printable Insurance Sales Checklist Template
Printable Insurance Sales Checklist
Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
1. Preparation Phase
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Review product knowledge and updates
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Familiarize yourself with the client’s profile and needs
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Gather all relevant documents (brochures, applications, policies)
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Set goals and objectives for the meeting or call
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Prepare any personalized offers or quotes
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Confirm appointment time and location with the client
2. Client Consultation
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Greet the client and build rapport
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Identify the client’s needs and goals
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Assess the client’s financial situation and risk tolerance
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Explain available insurance products and options
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Answer all client questions clearly
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Tailor solutions based on client’s preferences
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Provide product brochures and details for review
3. Proposal Phase
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Present tailored insurance policy options
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Explain coverage, premiums, terms, and conditions
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Highlight any benefits or discounts the client may qualify for
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Address any objections or concerns
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Recommend the most suitable insurance plan
4. Closing the Sale
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Confirm the client’s decision on the policy
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Complete the necessary paperwork (applications, signatures)
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Review payment options (premium payments, financing)
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Provide a clear breakdown of the policy details
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Set up policy delivery (hard copy or digital)
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Ensure the client understands the next steps
5. Post-Sale Follow-Up
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Send policy confirmation and welcome package
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Confirm the policy is active and the client has all necessary documents
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Schedule a follow-up call or email to check on client satisfaction
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Provide information on claims process, customer support, and renewal reminders
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Document the sale and update the CRM system
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Thank the client for their business
6. Ongoing Client Relationship
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Maintain regular communication (updates, policy changes, annual reviews)
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Offer additional products as needs arise (e.g., life, health, home insurance)
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Check-in to ensure continued satisfaction and address any issues
