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sales proposal checklist
Client Understanding
Research client's business and industry
Identify client's specific insurance needs
Review client's current insurance coverage
Understand client's risk management strategies
Determine client's budget constraints
Proposal Development
Select appropriate insurance products
Calculate premium estimates
Develop custom coverage options
Prepare detailed proposal documents
Ensure compliance with regulatory requirements
Presentation and Review
Schedule meeting with client
Present proposal highlights and benefits
Address client's questions and concerns
Revise proposal based on client feedback
Obtain preliminary agreement or commitment
Finalization and Submission
Incorporate final client revisions
Prepare final proposal documents
Submit proposal to client
Follow up for feedback or decision
Document lessons learned for future proposals
