Getting Ready to Sell
Laying a Solid Foundation | Lesson 5

Getting Supplies

While you may be ready-to-sell in the eyes of the carriers, there are still some prep steps left to complete.

Another important part of your preparation includes supplies. But, what do we mean when we talk about supplies in relation to selling insurance?

In our industry, supplies are a necessary step in your sales process, especially in the senior market. Your clients may not be as computer savvy, or they may live in areas with limited access to internet connections.

Actual paper enrollment forms and other documents and disclosures may seem to be quickly fading with the advent of electronic enrollments. Still, it’s a good idea to have a handful of these supplies in your car.

There were days, not so long ago, when insurance agents kept a mobile office in the trunk of their car.

They had boxes of enrollment kits, presentations for each of the products they offered, paper clips, folders, pens, pencils, pre-appointment quotes, and more.

Technology has come a long way since then, but it never hurts to keep one box with a couple of enrollments kits, presentations, and folders, just in case.

Think through what you’ll need during presentations, before you give them, and make sure you have the supplies you’ll need.

Each carrier may have their own variation of what is required in their enrollment kits and you can usually order full enrollment kits or piece them together a la carte.

The carrier will detail which forms are necessary, which are to be left with the beneficiary, and what needs to be returned to the carrier through submission of business.

And great news, supplies are another part of getting ready-to-sell that we can help with here at Ritter Insurance Marketing!

We provide info on how to access supplies for each carrier on their specific carrier page on Ritter Docs, which we’ll link to in our resources section at the end of this module.

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