After the sale checklist:

Did I....?

• Scrub/Submit the application to the carrier
• Submit the Greensheet to BACM -- email them here --> Amber at [email protected] OR Book a time HERE
• Call the carrier daily to get status updates on the case -- be relentless and on top of your business
• Call my client to update them on status
• Call my ERS/Referrals
• Update my CRM on ARC with any additional information about the client

7 Points of Contact to Make a Client for Life

1. Initial contact
2. First appointment/written application
3. Status update that their application is pending
4. Congratulations you've been approved!
5. Call to make sure they received policy
6. Birthday Call
7. Annual review