Phase II continues with the conversion of X-Dates leads generated in Phase I, into either questionnaires or questionnaires and appointments.
The first step in the Phase II process is a mail merge to X-Date leads that have insurance policies expiring in the next 60 to 90 days or 90 to 120 days depending on the sizes of the businesses. Personalized letters are printed on your stationary and hand signed in blue ink. Using your window envelopes the letters are sealed and stamped by hand.
Questionnaires provide you with detailed information that will prepare you to meet with the potential client. Our questionnaires for a business include: