During my down time when I am looking for ways to grow my business, I am also thinking of ways to work in my business. I have loyal clients, who when they first purchased insurance may have not had the means they have today, and today they may not have the health they had then. So it's my job to find out where those clients are now, and how I could be of service to them.
I would like to know things like who purchased a policy 10 years ago, was it a term policy with the opportunity for conversion, or a participating product with accumulated value that we could use. How about knowing which clients of mine are nearing retirement age? What I don’t have is time to send out multiple emails to multiple carriers who would have processing delays, send me lists that I would then have to research. Lucky for me and for you, we here at QFS have a powerful tool at our disposal, Insite. We have the ability to create detailed reports with a click of a button. On the left hand side of the home page, click on “Advanced Search” and voila!
If you have any questions or would like to learn more, feel free to reach out to me directly.
Director, Quebec & Atlantic Regions
Qualified Financial Services
514.338.1571 x 252