Prequalification: Suspect vs. Prospect

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What abilities a suspect must have to become a prospect for insurance sales.

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SUSPECT VS. PROSPECT

Prequalification

There are 4 abilities that make a suspect a prospect.

Ability To Pay PremiumsAbility To Pass UnderwritingAbility To Understand Their NeedAbility To Be Seen

Pay

Does this person have the ability to continuously afford to pay the required premium?

Pass

Is this person able to pass my company’s underwriting requirements?

Need

Does this person see the need for my product or just want it?

See

Is this person willing to see required agents and examiners?

The Insurance Barn(832) 767-8059

Tim Barnes, CLU

Licensed Insurance Agent

Licensed Insurance Counselor

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