Qualify new personal line clients for your brokerage

Assignment Help Finance Basics

Reference no: EM133291020

Your goal is to develop a questionnaire that can be used to qualify new personal line clients for your brokerage. The questions should be detailed enough to present a clear picture of your client's insurance needs without being as detailed as the applications. The questions should also help you uncover potential problems that may be faced when arranging insurance coverage, as well as other opportunities for insurance products.

Each of the parts should also contain an explanation of your method of questioning including what type of information you are trying to elicit with each answer. In order words, why are you asking that question? How would you explain it to an insured?

This part will focus on their personal lines coverage. You will start with questions regarding their property insurance (homeowners, tenants, or condominium unit owners). Be sure to include questions to uncover the less traditional risks such as second locations, watercraft, and floaters.

Reference no: EM133291020

Questions Cloud

What price did the bank pay for the note : The loan interest rate is r = 5%. On May 7, 2022, the note was sold to a bank that discounted the note at r = 3.0%. What price did the bank pay for the note

What is the status of the dodd-frank act now : Why was it created, and did it have the intended effects? What is the status of the Dodd-Frank Act now and what will happen to it in the future

Equivalent annual cost of volvo and mercedes : What is the difference between the equivalent annual cost (EAC) of Volvo and Mercedes? Take the difference between the two EACs. i.e., the EAC of Volvo minus

What consequences result from a sequestration order : What consequences result from a sequestration order? What are the effects of sequestration for the insolvent?

Qualify new personal line clients for your brokerage : what type of information you are trying to elicit with each answer. In order words, why are you asking that question? How would you explain it to an insured

Should this 1.5 be part of your current analysis : annually as customers shift demand to the new jet. Should this € 1.5 be part of your current analysis

Identify the best explanation below regarding this situation : Identify the best explanation below regarding this situation - Consider an investor that expects positive firm-specific performance for ABC CO

Explain the role of remuneration in corporate governance : Briefly explain the role of remuneration in corporate governance in Tesco. This must capture the relevant links to the UK corporate governance code

What is the net cashflow for the grain : What is the net cashflow for the grain mill if the spot price of oats in in September is $6.55/bu at the moment the grain mill purchases the grain

User Account

All Pages