Quoting Process for Phone Agent

I've been a health insurance agent for a few years and am looking to diversify into P&C. With health I'm used to getting a prospect on the phone and having a quote up for them in a minute or 2 based on pre-populated lead info or a few basic questions by phone. P&C seems to be a lot more involved.



The agency I'm planning on working with uses PL Rating. They're new to phone agents/internet leads etc so they don't have a lot of advice for me. As it stands currently they want me to get a bunch of info from the prospect and then send it over to their quoting team who will have it back to me

Source of insurance-forums.net

Comments