Quotes on PDA - Success

[GreenSky]

I am primarily a health insurance agent in California but find that the few term policies I write each year justified the expense for Compulife. It doesn't hurt that about once a year I receive a "slam dunk" from Term 4 Sale which more than covers the cost for a decade of use.

About 2 months ago I decided to buy a PDA along with renewing my compulife subscription. This was not really to quote on the road, but to join the 21st century and try to go electronic with my schedule and contact list.

I soon received a request from a health insurance client (HSA are my speciality) for some additional term coverage for he and his wife. I did what he asked and then (via email) gave him quotes on replacing everything. So, by being able to quickly run quotes, I could save him money overall, and about double my commission.

When I met with he and his wife, I brought my PDA with the rates in place. While discussing the options and just about to take the application, I got the idea to look into a 30 year ROP plan for each of them.

Because of the PDA I was able to show them the options of ROP, and they decided that was the way to go.

So, originally my commissions were to be about $300. When I showed him that replacing everything would be better, I upped my commission to about $650. When I arrived at the house with my PDA and used it to run on the spot rate quotes, his purchase increased my commissions to almost $1,800!

Technology is fun!