top of page
8 Steps to Writing a Policy
You've come far already, but these steps will help you learn how to connect your clients with the policy that is best suited to their needs.
Continue your journey to excellence and true time- and financial freedom through personal growth
The speed at which you are able to complete your journey depends on how committed you are. Stay motivated and unlock your full potential in the insurance industry!
​
If you have any questions, ask your mentor for assistance
1. Collect financial information
2. Collect medical information
3. Find the best product
4. Prepare options
5. Present the client with options
6. Write application
7. Complete underwriting requirements
8. Follow up
bottom of page