Pre-Sale Packet
![presale_packet.png](https://static.wixstatic.com/media/65cd36_10757084aea74e67af3ff12f8385f445~mv2.png/v1/fill/w_372,h_250,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/presale_packet.png)
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.
What's Included
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Sturdy Presentation Folder to hold all contents (so they can't misplace or overlook it)
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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
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About Your Agent sheet to introduce yourself as a real human to your client
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Agent Credibility Carrier Sheet (optional) displaying all the carriers you are contracted with, to instill confidence that you are shopping around on their behalf
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Frequently Asked Questions specific to their type of coverage and carrier covering the 15 most common questions final expense clients have
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Policy Brochure (official brochure from the carrier)
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Your Business Card (optional, if we have your business cards on file)
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Final Wishes Guide to help them think through and plan for their funeral and other final matters
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Custom Attachment from the agent (optional, 1-2 pages)
![materials-prepacket.png](https://static.wixstatic.com/media/65cd36_cb6dcc112aca447db26e457030dddd43~mv2.png/v1/fill/w_867,h_646,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/materials-prepacket.png)
Printing Details
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All materials always printed in crisp laser FULL COLOR
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Bright white (96 brightness), 20 lb. weight smooth laser printer paper
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All materials personalized with YOUR NAME and YOUR BRAND (logo, colors)
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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
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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)
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Bright yellow label on the envelope outside to draw attention to the urgency of the content inside
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Return address is YOUR address, so it's as if you are mailing it yourself
![light blue front.png](https://static.wixstatic.com/media/65cd36_9f1cd8a968e74077bf04fe67bc592ac4~mv2.png/v1/fill/w_187,h_236,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/light%20blue%20front.png)
![presale_packet.png](https://static.wixstatic.com/media/65cd36_10757084aea74e67af3ff12f8385f445~mv2.png/v1/fill/w_349,h_234,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/presale_packet.png)
![prioritymailyellowsticker copy.png](https://static.wixstatic.com/media/65cd36_b010ae433e6f4ae08873650259b87d2f~mv2.png/v1/fill/w_233,h_171,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/prioritymailyellowsticker%20copy.png)