Without a doubt, when you’re running a competitive insurance agency, you have a myriad of plans and policies to offer your prospects and your insurance leads. It’s no wonder then that one of your questions would be along the lines of how you can organize your quote results for your prospects and clients. For the most part, the top producers advise that you have to narrow this list down. Surely, out of 200 options and plans, there will be a handful like 10, 15 or even 20 of them that stand out as the most suitable for your leads.

For example, if you narrow the choices down to 10 plans, you might like to present your quote results to your insurance sales leads side by side. In doing so, you wouldn’t be implying that the first plan you detail in your proposal is the best one and the one at the bottom is the least favorable. You’ll present your leads with their options in a way that they’re all equal and it’s based on how your leads will weigh the pros and cons of the various plans that they make a choice from.

It’s also more convenient for you and your prospects to have quote results to be organized in this way. Just in case they want to look into the coverage for prescription medication, they can just look at all the plans and how they meet their needs. No more scrolling and the information are provided in a glance. Provide a way for your medical insurance leads to filter through the selections that the quote engine provides them too. The faster you provide what they need, the faster you’ll be getting your leads to a close.

For any good insurance agency, there will be a number of policies and products that you offer to your market. If you’re presenting quote results to your prospects, it’s best to organize them in a controlled number with a side by side format. You also need filters for your quote results. Keep in mind to make things easy for your leads and provide them convenient insurance shopping experience.

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