Hello,
(Simplified issued whole life)
We've all seen it: We quote a customer the preferred rate based on their answers to the medical questionnaire and it later comes back from underwriting that the customer is graded.
I've always struggled with breaking the news to the customer that his or her medical background came back different than expected. With this being an area of opportunity, I am looking for some insight on best practices for discussing this with the customer with the best possible chances of saving the sale.
(Simplified issued whole life)
We've all seen it: We quote a customer the preferred rate based on their answers to the medical questionnaire and it later comes back from underwriting that the customer is graded.
I've always struggled with breaking the news to the customer that his or her medical background came back different than expected. With this being an area of opportunity, I am looking for some insight on best practices for discussing this with the customer with the best possible chances of saving the sale.
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