Sam left the prospect's office frustrated and angry because he didn't get the sale he thought he deserved. Sam had prepared a proposal for this prospect that consisted of a couple of pieces of paper with the coverage limits and premium listed and stapled at the top of the form. It just didn't project a professional, quality image to this prospect. Now, don't get me wrong. Marketing proposals do not sell insurance.
People sell insurance.
Proposals, however, do provide prospects with one of the few ways they can get an impression of you and your agency. And proposals do provide information that is critical to the success of your long-term relationship. And successful long-term relationships with your clients mean more profit to you. When you design and use marketing proposals you must do so in a way that will give your prospects information that is important to them in a way that is going to enhance the professional image of you and your agency. People can't see, touch, taste or smell what we sell.