Objective: To understand how to present customer quotes/polices in order to maximize close ratio and cross sell/upsell opportunities.

1. “Apples to apples” quote scenario. Most clients will want this type of quote. To set ourselves apart and become a “trusted advisor” we should offer a  full portfolio review that will include a comparison current coverage but will also show highlights and deficiencies with solutions.
2. Offering a “Good, Better, Best” option. Ezlynx makes it easy to offer different quoiting options.
3. Knowing who you are presenting to. “Style Awareness” or selling to different personalities.
4. In person vs. phone/email
5.  Collecting down payment info, EFT, Mortgagee Billed, House Code Rules for Sweep
6. Canceling Current Coverage
7. Closing the Sale, Assumptive Close, Asking for the sale
8. Use an Agenda
9. Know the highlights and discounts of the quotes you are presenting that set you apart from current coverage or other quotes they have received.