Printable Insurance Sales Checklist Template
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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
Templates
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