Flip the Script! Stop filling out forms and start talking to your prospects!


We all do it, a prospect contacts us about a policy they need, and we pull out the Acord form, or some type of questionnaire to gather their information. We get their contact information and ask them the questions on the form. We’ve gathered the necessary information for the insurance company, but have we connected with the person on the other side of the conversation and learned what’s important to them?