When RMI is used, the Advisor and the Prospect take appropriate action and they both achieve the outcomes they want.
- Qualifying Prospects takes less time and Advisors have more time for selling.
- Errors and Omissions exposure is reduced because there is a reliable way to document expectations.
- Advisors build trust and create a foundation for future sales.
- Clients appreciate the Advisor and make more referrals.
- Advisors sell more lines of insurance because they have a proven way to identify risks and relate the benefits of the coverage they recommend.
