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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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Page 1: Prequalification:  Suspect vs. Prospect

SUSPECT VS. PROSPECT

Prequalification

Page 2: Prequalification:  Suspect vs. Prospect

There are 4 abilities that make a suspect a prospect.

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

Page 3: Prequalification:  Suspect vs. Prospect

Pay

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

Page 4: Prequalification:  Suspect vs. Prospect

Pass

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

Page 5: Prequalification:  Suspect vs. Prospect

Need

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

Page 6: Prequalification:  Suspect vs. Prospect

See

Is this person willing to see required agents and examiners?

Page 7: Prequalification:  Suspect vs. Prospect

The Insurance Barn(832) 767-8059

Tim Barnes, CLU

Licensed Insurance Agent

Licensed Insurance Counselor