1. Answer questions from potential policyholders. Potential policyholders are so satisfied with the insurance plan that it is extremely rare to buy it without doubt. It is normal to have objections in the sales process. If the prospective applicant raises an objection, the insurance salesperson should analyze the reasons why the prospective applicant raises an objection and answer the prospective applicant's questions in a targeted manner. 2. Facilitate the signing of the contract. Facilitating the signing of the contract refers to the process in which the insurance salesperson facilitates the prospective applicant to reach a purchase commitment when the prospective applicant basically agrees with the insurance proposal. 3. Guide potential policyholders to fill in the insurance application form. To buy insurance, the insured must first apply for insurance, that is, fill out the insurance application form. Although the insurance policy has legal effect only after the insurance company agrees to underwrite and signs it, the insured can't make any claims according to the contents filled in, but the insurance policy is the proof of the applicant's offer to the insurer and the basis for the insurer to promise and determine the contents of the insurance contract. Insurance application is an important part of a complete insurance contract. Once there is a problem with insurance, the contract may be invalid, or some of the contents may be invalid. It is very important to fill in the insurance application form truly, accurately and completely to reflect the real insurance intention of customers, safeguard their interests and avoid claims disputes. Insurance salesmen have the responsibility and obligation to guide and help customers fill out the insurance application form. When filling in the insurance application form, the applicant shall abide by the basic principles stipulated in the Insurance Law of People's Republic of China (PRC), truthfully fill in all the contents, and ensure the completeness and truthfulness of the information filled in. When special agreements are needed, they should be specified or marked. After filling in and carefully checking, the applicant should sign or seal the application form in person. It is forbidden for the applicant to sign on behalf of the applicant, and the insurance agent to sign on behalf of the applicant, otherwise the insurance contract will be invalid. The above content is taken from the basic knowledge of insurance.

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