Free Credit Report prospecting and client tool

[Mark Rosenthal]

This is the form used to get a free credit report from EQUIFAX, EXPERIAN AND TRANSUNION. You can do this one time a year for free. This is not a membership scam and you don’t send any money with it. I use this once a year.

I think it is important to look at your credit at least once a year.

This is a valuable tool. It can be used in several different ways to help you with your business.

First way, is for existing clients. It is important to stay in contact with your existing clients. Offering them something they need for free is a good reason to get in contact with them. You can also review their coverage to see if they need to make any changes. They may have bought a new home, got married or remarriage, lost a job, got a new job. ETC.
You can call them or mail them this form.

This can also be used to attract new clients. You can place this on your website for them to download the form. I have people contact me all the time to ask me if I can help them get a free credit report, because I helped someone do it.


You will think of many more ways to use this to help you with your business.


Click Here to download the form.

[xrac]

Great form. Good marketing tool. Thanks Mark!

[adjusterjack]

You don't need to go to anybody's website to download a form.

Besides, if you mail the form it takes a couple of weeks to get your reports back.

You can go to annualcreditreport.com and do it all online direct to the credit bureaus and view your credit reports instantly, free.

You don't even have to waste paper by printing them out. You can save them as a document on your computer.

Very convenient.

https://www.annualcreditreport.com/cra/index.jsp

[Mark Rosenthal]

You have missed the point...

The point is for the insurance agent to have something that they want and that they need. You need to keep you in the loop. This is a prospecting tool and works great on existing clients and gives you a reason to call them.

Not everyone has the internet also. ALso on that website it will try and talk them into paying for something, like the score for 10 bucks.

I offer a lot of free services to my clients like free credit report, credit report, living will,,tons of stuff..

[adjusterjack]

Originally Posted by Mark Rosenthal

You have missed the point...

No, I didn't.

Originally Posted by Mark Rosenthal

The point is for the insurance agent to have something that they want and that they need. You need to keep you in the loop. This is a prospecting tool and works great on existing clients and gives you a reason to call them.

I got that.

I'm just pointing out an alternative to the consumer waiting on the odd chance that he hits an insurance website that provides the form.

Originally Posted by Mark Rosenthal

Not everyone has the internet also.

Then how would those people find the insurance website that has the form?

Originally Posted by Mark Rosenthal

ALso on that website it will try and talk them into paying for something, like the score for 10 bucks.

It's actually only $7.95. And the following is the extent of the "talking into" I got when I obtained my report a few minutes ago:

"Access your credit score now with this special one-time offer. View your Equifax Credit Score instantly online, and understand your buying power. Knowing your score can help you negotiate with lenders -which could save you thousands over the life of a loan. One-time price of only $7.95"

I ignored it.

Originally Posted by Mark Rosenthal

I offer a lot of free services to my clients like free credit report, credit report, living will,,tons of stuff..

[Mark Rosenthal]

Most of my clients and prospects don't come from the web.