Maybe I'm a nice guy but I'm still holding out hope for renewal commission on SEP biz. That being said, I'm trying to be as efficient as possible with ACA clients. I usually get a clients email when taking on the phone or send this email template to a new referral. Feel free to use it or critique. This template allow me to have all pertinent info prior to talking and results in an app on first point of contact more consistently.
In order to find the best possible coverage for you and your family, it is important to know a little about your situation.* Please fill out the following informati
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In order to find the best possible coverage for you and your family, it is important to know a little about your situation.* Please fill out the following informati
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