AQ2E Term Life Microsite – Interactive Sales Tool
Your Term Life Microsite is not just a Quote Engine but an Inter Active Sales Tool designed to help you close more business. Whether your client has already generated a quote and submitted an App Request Form or you have created a quote for them with AQMeeting your Microsite has become an interactive sales presentation.
Send your client to your Microsite and have them Join your AQMeeting Session by clicking your AQMeeting Icon in the Footer of your Pages. Once your session has started and you are sharing your screen begin your presentation on your Home Screen.
- Use the scrolling carrier bar to show them the companies that you represent and the reasons that you are independent and can provide them unbiased advice representing the top carriers available.
- Go to the Life Page and select the topics that pertain to them. Provide them with some basic but informative information and let them know that you have the answers to their question.
- Then go to your Process Page to explain the 8 Steps to Purchasing Life Insurance and set realistic expectations as to the Life Insurance Buying Process and assure them that you will be there every step of the way.
- Now that you have gained their confidence let them know that you want to make sure that they purchase the correct amount of Life Insurance to achieve their family financial goals by using the Needs Analyzer.
- Once you have determined the correct amount of coverage you can go back to your Home Page and generate the quote.
- The Quote Results Page will compare all of your available carrier options from the Preferred to the Standard Rates. You can do some field underwriting and open the conversation about their health to determine which rate option they could qualify for.
By using the Term Length and Benefit Amount Options you can easily help them chose the Best Policy that achieves their goals and fits within their budget. Once you have selected the Carrier to Apply with you can now decide whether to use the Short Form or Long Form App Request. Depending on how you decide to complete and submit the application to the carrier.
So you see how the Term Life Microsite was designed to be an Interactive Sales Tool and not just a static site. If your client has taken the first steps to purchasing life insurance or you have discovered a need for your clients there is no other sales tool that can more effectively assist you in your sales process.