Sunday, February 1, 2009

5 Main Criterias for a prospect

There are 5 main criterias for a prospect to be qualified as your client:

1. Healthy. The person must be healthy so that he is insurable.

2. Age. The person should be within the insurable age, normally between age 1 - age 65.

3. Money. The person must be financially stable in order to be able to pay for premium in
long term commitment.

4. Approachable. You should be able to find & talk with him easily so that as to tell him the
importance of insurance.

5. Needs. Does the person got any needs which you are aware of?

No comments:

Post a Comment