Step 1
Qualify your clients
Your client should be UNDER 60 years or age and NOT living in Quebec or Manitoba in order to qualify for a Prospr referral.
Make sure their meet these criteria before sending their referral through.
Step 2
Get client consent
Only clients that have EXPLICITLY told you they'd like to speak to Prospr can be referred.
Use this email template with the Prospr client form attached to introduce the basics of insurance and Prospr, so you're clients can consent to be referred.
Step 3
Send client referral
Once your client has told you that they'd like to speak with Prospr, send their referral through Finmo or ReferLink.
Use this email template to your clients before referral, so they know what to expect.
Step 4
Connect client w/ Prospr
Once you send the referral through, share this booking link and encourage your client to book in directly with Prospr.
Use this email template to follow up post-referral and let them know to expect a call from Sun Life.
Client form
Prospr referral
The Prospr client form covers everything your client needs to know about Prospr to make an informed decision about being referred.
Prospr link
Client booking
Once you referred your client to Prospr, share this booking link with them, so they can book themselves in at their preferred time.
Pricing
Quoting tool
Show your clients how competitive Prospr can be. Use the quoting tool or reference the internal one pager to give them a rough pricing estimate.
FAQs
Have a question?
Check this FAQ document with questions your clients might ask you. We also have an FAQ section in this help article.
Introducing Prospr
Starting the insurance conversation with your clients can be tricky.
Use this template with the Prospr client form to introduce Prospr to your client.
Before referring
Set expectations with your clients before sending their referral.
Use this template to let them know you’ll be sending their referral, and to expect a call from Sun Life.
Referral follow-up
We know taking care of your clients is a top priority.
Use this template to follow-up with your clients 2-3 days after referral.
Work your database
Did you know you can refer anyone to Prospr, not just current clients?
Use this template to reach out to your past clients. If they express interest in Prospr, you can refer them.
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