Good better best quote template sheets

[goillini52]

I have seen different examples in client policy packets. Mostly from captive companies. Maybe find some of those and pick the best part that fit your style and hire someone to build one.

Mine looks exactly like a legal pad.

Me too. I've always carried a yellow legal pad.

 

[rousemark]

Me too. I've always carried a yellow legal pad.

Racist! What do you have against white legal pads?

 

[shonceman]

Me too. I've always carried a yellow legal pad.

#GreatMinds

 

[WinoBlues]

Me too. I've always carried a yellow legal pad.

Many times I am writing on the back of my quote sheet. I scribble all kinds of notes and concepts. I have written on the back of their old policy, does not really matter to me.

I like to use the project or focus notes pads. And yes @rousemark they are White.

 

[WinoBlues]

Other than how sloppy I write I noticed I wrote this one a little differently than normal. I really think I am getting to lazy or routine on these. We spent more time deciding what to order for lunch.

Maybe I should start carrying a form and brochures.

Do you guys do the company brochure thing?

 

[Tahoe Ray]

Ooops, only supposed give them no more than 3 options.

They still took the middle one.

 

[WinoBlues]

They still took the middle one.

You can just about bank on it.

 

[shonceman]

Other than how sloppy I write I noticed I wrote this one a little differently than normal. I really think I am getting to lazy or routine on these. We spent more time deciding what to order for lunch.

Maybe I should start carrying a form and brochures.

Do you guys do the company brochure thing?

Sometimes I do, sometimes not. Depends on the situation. But the other day I was setting up an appointment with a referred prospect. He says, “I’ll see you Thursday, and I’m gonna want that pamphlet. So don’t forget to bring a pamphlet!” I guess he thinks I can’t be a real insurance man unless I have an official pamphlet!

 

[WinoBlues]

I guess he thinks I can’t be a real insurance man unless I have an official pamphlet!

I think I may have some on a shelf somewhere. I'll need to find something to leave behind other than a business card.

What, if anything, do you leave behind?

 

[TripleH]

I draw an three columns every single time been working for many years now, maybe I should upgrade to something fancy. I do like my legal pad