- 344
During the interview I explain signing the delivery receipt and when I make the phone call to congratulate them.
Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature may not be available in some browsers.
Use companies that don't require them.How do you handle delivery receipts?
How do you handle delivery receipts?
Many times a company won't require a delivery receipt if they mail it straight to the client.
Not exactly...
They will handle it themselves. Some states require a delivery receipt, no exceptions. PA comes to mind. For those states where it isn't a requirement, carriers tend not to be as strict on getting it back if they are the one delivering the policy versus the agent.
Also, delivery receipts are your friend, not your enemy. Starts the free look clock and eliminates "I didn't get my policy" excuse. I love being told, "I never got my policy." call the company and they have a signed delivery receipt on file.
I agree that they are your friend. I always got them even if they weren't required. West Virginia is one of those states that requires a delivery certificate, but when a company sends the policy straight to the client, it's no longer required. Weird, but true!
West Virginia is one of those states that requires a delivery certificate, but when a company sends the policy straight to the client, it's no longer required. Weird, but true!
I had a lady that I had seen in April call me on Tuesday and wanted a policy on her husband so I drove 2 hours yesterday to write it. When I arrived he answered the door and was very rude. He didn't know his wife had called and was reluctant to let me in. After words back and forth she told him to shut up and complete the application. He did, but he was an not happy. Then late afternoon I dropped by to deliver a couple their policies and found another rude resident. I always tell people after I make a sale that I will drop by in 2 weeks to deliver the policy and they always say OK. This guy looked like steam was going to come out his ears. He said I should have called first. He snatched the polices out of my hand and slammed the door. I left thinking these contracts will probably lapse soon. I am so tired of these rude people. My appointment setter quit because she said it takes so long to even get the leads to answer and when they do most are very rude. Do any of you set an appointment to deliver a policy or should I just start mailing them to the client?