Policy Review

A lot can happen in a year—a new job, the birth of a child, marriage, divorce, or any number of life-altering events that can affect your customers' coverage. To help ensure that your customers are well-covered throughout all of life's changes, you should ideally conduct a policy review every one to two years.  

Here are some marketing strategies to consider using with your current book of business:

• Reach out to individuals who are approaching their term conversion credit expiration or who are approaching the end of their convertibility period.
• Remind customers who have recently purchased a new policy to refer you to their friends, family, and colleagues.
• Segment your marketing list by city or zip code so that you can conveniently schedule meetings in the same area.
• Contact your customers to let them know if their policies are out of their surrender period and to find out if their current policies are still the best fit for them.
• Say happy birthday to your customers who've reached a milestone (or any) birthday during the month – and to schedule a review.
•  Get in touch with customers on their policy anniversary to see if their needs have changed over the past year.

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Policy Review

Lincoln Benefit - Life Insurance Review Brochure (Adobe PDF)

 

Lincoln Financial - Professional Analysis & Review (PAR) (Adobe PDF)

 

Lincoln Financial - Top Reasons for a PAR (Adobe PDF)