The appointment is simply a series of questions you ask your prospect. From the moment they answer the phone or the door, your job is to peel back the layers of why they're looking for insurance, what they want their policy to accomplish and, ultimately, what plan and price will best accomplish all of that.

Be a question asker, not a feature describer. The most successful agents are good at asking lots of questions in their presentation, positioning them as an expert rather than a salesperson.

Here are some good thoughts, along with a collection of some of my favorite questions I like to ask when on an appointment.

Link for the Raleigh Event mentioned in the podcast:https://2024kickoffevent.eventbrite.com

Here's the video version of this podcast: https://youtu.be/E1RXbim8nH4

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