Quickset Insurance Associates

Step one: Initial contact
- Welcome email sent with requested information
Step two: 1^st meeting or 2^nd meeting
- Review your current positions and interest
- Offer to accept Customer as client - Complete a customer profile
- Set and record goals
- Obtain copies of existing plans/policies
- Up to seven days of research
Step three: 2^nd meeting or 3^rd meeting
- Present goal-based options
- Financial management statement
- Summary statement with signatures
Step four: Implementation
- Complete forms, applications etc.
- Scrub applications; make corrections as needed (signatures maybe required)
Step five: Log client information in our Client Relationship Management Software
Step six: Carrier submission
- Email copies of documents and submission information (manual process-document scan to pdf)
Step seven: Policy delivery
- Goal review/next steps
- Schedule annual review

OUR PROCESS