Completing the Application

The product application is an extremely crucial step in getting your new client their policy. The application gives the carrier a full picture on who the client is, including health history, financial history, and other key factors that go into the final decision on the policy. Having these details filled out completely and following the application process will lead to a faster and more successful approval process. In this next lesson, you will learn about the types of applications and the steps you need to complete for success.