Prospects and Proposals for Life Insurance Advisors
New business starts as a name, a meeting and a need. This module follows each prospect through discussion, proposal and insurer requirements until the policy is issued and joins the register.
What the pipeline holds
Who uses the pipeline
Advisors keep their own prospects and see only those. Team leaders read the proposals of the advisors under them, and the owner reads the whole pipeline. The servicing desk chases requirements so that advisors can stay with clients. Meetings come first.
Where it leads next
An issued proposal becomes a policy in the register without retyping, and the prospect becomes a client. The nominee, plan and premium mode carry across. Due dates and commission lines then follow from the policy.
What the agency sets up
- Stages of the pipeline, in the words your advisors already use
- Sources of lead that the agency wants to count
- Requirement checklists for each insurer
- Who may mark a proposal as issued or dropped
What this module does not do
It does not submit a proposal to an insurer or underwrite it. Medical and financial requirements are the insurer’s. It is not a tool for choosing a plan on the client’s behalf, and plan suitability stays a judgement for the advisor.
Frequently asked questions
Can a prospect become a client in one step?
Yes. Once the policy is issued, the prospect is converted and the plan details carry across without retyping.
Does it show proposals waiting on the insurer?
Yes. Pending requirements are listed per proposal, so the desk can see what the insurer has asked for and what is sent.
Can lead sources be counted?
Yes. Each prospect carries a source, such as a client referral or a camp, and a report counts proposals by source.
Is the pipeline private to each advisor?
Each advisor sees their own prospects. The owner and team leaders see more, as set for each role.
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