End with a decision or a date, and ask "how much"

Ready to decide? Agree the amount. Not ready? Send your booking link for the next meeting before this one ends.

Do it in Genius

Meetings→ Availability→ Meeting types→ Application signing

Practice Client, 3 Nov 2026: Application signing takes 30 minutes by video. Your client picks the slot on your booking page.

Open Meetings in Genius (opens the app in a new tab)

In the app: CRM → Meetings

(opens full size in a new tab)

1. 1.

   Sum up in their words: what is fine, the gap, the worry. Then ask: "What is there left to think about?"

   Find the gap in GrantAI: More, then Income gap planning. Practice Client example: $2,100 a month.

   • A worry? Answer it with the objections
2. 2.

   Yes? Ask: "How much of the $150,000 should go to this?" Agree the least that solves the problem, with cash kept within reach.

   Top row needs $239,089 for $2,100 a month (Solve for: Premium), more than $150,000. Say so, then cover part.

3. 3.

   Decided? Send the Suitability questionnaire with Share Link, then Start E-App. Or send your Application signing link: use the link icon in Meeting types.

   A grey Start E-App has the hint "E-App for this product not available". Ask the insurer how to apply.

   See also:

   • Next: the pre-flight check
   • Then: the application and the transfer
4. 4.

   Not ready? Offer two dates and send your booking link. The client picks a Quick follow-up or Proposal presentation slot.

   In GrantAI, plan the follow-up: More, then Follow-up schedule. It writes text only: you send each message.

   • No sale yet: the follow-up