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Insurance: Lead follow-up and sales process

A 50-item list for quote requests covering CRM fields, first response, quote preparation, follow-up cadence, policy delivery, renewals, and claim file follow-up.

50 items6 groups18 minOctober 15, 2026

  • checklist
  • lead follow-up
  • crm
  • insurance

Preview

3 items open, 50 items in total. Members see the rest.

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Review this list with your advisors once a month, and run through it with each new advisor in their first week. Whether a lead comes from an ad, Instagram, the phone, or someone walking into the office, it should land in the same record and the same follow-up routine.

Capturing the lead and the CRM record

9 items
  • Every quote request enters the CRM at first contact with its channel and campaign name; requests with an unknown source are counted weekly.
  • The record has separate fields for name, phone, product, the current policy's end date, the current insurer, and the customer's priority.
  • Form, WhatsApp, Instagram DM, phone, and directory leads land in the same list, and anything entered by hand is processed the same day.

6 items more in this group for members.

47 items more for members

This item has 50 items in total. With a membership you see all of it and copy any line in one click.

  1. First response8 items
  2. Discovery and quote preparation9 items
  3. Follow-up cadence8 items
  4. Policy delivery and renewals8 items
  5. Claim file follow-up and after-sale8 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

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