Pre-Sale Packet

You're so close to a sale, but your client needs a little more information, so you mail them an expedited Pre-Sale Packet to seal the deal. They'll see you're a legitimate agent trying to help them with a legitimate carrier and have the confidence to move forward and secure coverage for their family.

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What's Included

Sturdy Presentation Folder to hold all contents (so they can't misplace or overlook it)
Proposal Letter clearly recapping what you discussed, the type of coverage they are eligible, 3 quotes, and a clear call to action required to get the coverage in place
About Your Agent sheet to introduce yourself as a real human to your client
Agent Credibility Carrier Sheet (optional) displaying all the carriers you are contracted with, to instill confidence that you are shopping around on their behalf
Frequently Asked Questions specific to their type of coverage and carrier covering the 15 most common questions final expense clients have
Policy Brochure (official brochure from the carrier)
Your Business Card (optional, if we have your business cards on file)
Final Wishes Guide to help them think through and plan for their funeral and other final matters
Custom Attachment from the agent (optional, 1-2 pages)

Printing Details

All materials always printed in crisp laser FULL COLOR
Bright white (96 brightness), 20 lb. weight smooth laser printer paper
All materials personalized with YOUR NAME and YOUR BRAND (logo, colors)
Customized name label on the folder to make your client feel cared for and to encourage them to keep the folder in a safe place
Clear instructions on who to call to apply for the coverage (listed both on the front, proposal letter, and the inside of the folder, so they cannot miss it)
Bright yellow label on the envelope outside to draw attention to the urgency of the content inside
Return address is YOUR address, so it's as if you are mailing it yourself