Download Your DI Needs Analysis Form
& Getting Started Guide
Increase Your Quoting Success
We’ve all heard the phrase, “Garbage In, Garbage Out.” It certainly rings true in disability insurance quotes. Our all-new DI Needs Analysis Form helps you capture pertinent information that will increase the odds of successfully closing the case.
This form will guide you through the process of:
- Determining the clients income protection need
- Projecting the value of their income over time
- Identifying existing DI benefits
- Understanding how much they qualify for
- Discussing any budgetary constraints
For agents working in other lines, disability insurance is a natural cross-selling opportunity with commissions up to 70%. Policies renew for more than 12 years on average, creating a flow of passive income. The last half of this kit share details about getting started in disability insurance.