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We dont want to send the quote. She told the client to be like, here, fill this out. Let me know when its done, and I will run some quotes for you. We wanna build a better relationship with our client than that. Hello, friends. Steven Herrington Dakota, the Diva of Insurance, with agency performance partners, excited to talk to you today a little bit more about a great quote sheet and what to take to have an amazing quote sheet. I think a lot of times we overlook the consistency a quote she can provide, or we get the pushback from our team, what they know what theyre doing, or they already know what to ask, But even I, as a twenty three year veteran of the insurance industry know, that sometimes we forget things, which were overwhelmed at the end of the day, or it just gets a little tough, we can forget to ask questions, so a cold sheet is a great way to gather all of that information. A one centralized place. I also think that its helpful that we can go back and refer back to it
