One last step: set-up automated emails (if possible using a CRM)
Subject Line: Brightway: Life Insurance
[Customer Name]
As we discussed, it’s important to me that we not only cover your home and assets, but that we keep them secure for years to come. Life insurance is valuable product that will help keep your loved ones safe in their home.
If anything were to happen to you, life insurance can cover:
● ● ● ●
Your mortgage
Your debts
Your child’s college tuition Your family’s lost income
Brightway partners with Ethos Life to make the purchase of life insurance simple.
Their application is fully online, requires no medical tests, and you can have a policy active in a matter of minutes
Have a great day!
[Agent Name]
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