Comparing quotes on premium alone is how clients end up underinsured. This lines them up on cover, excess, and exclusions, and records the reason for the recommendation.
What's Included
- Quotes compared on cover not only on premium.
- Excess and exclusions surfaced which is where the difference lives.
- A recorded recommendation with the reason written down.
- An assistant that names the material differences.
How To Use
- Compare on cover first and premium second, and show it in that order.
- Surface exclusions prominently. That is where the surprise lives.
- Record why you recommended what you did, at the time.
- Keep the comparison. It is your evidence if a claim is ever disputed.
Bind the outcome into the policy register, and use it during the renewal engine.