Efficient Inquiry for Life Insurance Handling

This document outlines a concise method for determining the current status of a customer's life insurance. By following these steps, you can quickly ascertain whether the customer is a potential lead for your services.

Step 1

When speaking with the customer on the phone, politely inquire, "Who handles your life insurance?" Expect one of three potential responses: "I have it at work," "I don't have any," or "I have it with another company."