30-SECOND self assessments to help you engage with clients and prospects
DESCRIPTION
For many individuals, it’s often difficult to help them quickly identify shortfalls in their planning. If an advisor could do this - remotely - the following conversations will be that more productive. Because even the best solution will be ignored if the problem isn’t apparent.
RISK SNAPHOTS solve the issue. These are 30-second, simple self-assessment forms. Each SNAPSHOT has five to seven questions; the questions are only phrased with YES or NO answers and each answer is assigned a numeric score. YES answers = zero. NO answers have a numeric value.
After an individual completes a RISK SNAPSHOT they are immediately assigned a score, which indicates one of four levels of risk: LOW - MODERATE - DANGEROUS - SEVERE. If they submit the score, the answers are emailed to them and the advisor who sent it.
Presently, we have developed forms for Advanced Markets, Commercial Lines, a Producer Group, and we are working on General Personal Lines topics. As we continue to build out additional forms we are open to suggestions from our licensees.
Licensing of RISK SNAPSHOTS is an annual fee.
BASIC - 30 RISK SNAPSHOTS
Life & Health Advanced Markets
P&C Commercial Lines
P&C Personal Lines
Customized Snapshots: Licensed users can request specialized Snapshots on any topic. Cost is quoted on an individual basis.
Custom Snapshots can also be created for an agency network with specialized links to their proprietary resources.