REVIEW MEETINGS? NOT NOW!

Now is the time to schedule review meetings with your clients and policy owners. Of course, this the busiest time of the year!   If you schedule your meetings NOW for JANUARY, however, you’ll get a good start on the year after the holiday hoopla has settled down.

Create a short set of written, opening phone statements  for staff and have them make the calls for you while you concentrate on finishing year-end business.

Remember, a client review is a non-threatening meeting. It is a fact-finding session, not a sales event. But, it is highly likely that during this meeting you will uncover additional short-, medium- and long-term opportunities that may result in follow up meetings later in the month or during the year.