What should an agent avoid when conducting an application interview?

When conducting an application interview, it is crucial for an agent to avoid asking leading questions. Leading questions suggest a particular answer or influence the respondent toward a specific response, which can compromise the integrity of the information collected during the application process. This practice can result in misleading or inaccurate data, ultimately affecting the client's understanding of the product and their eligibility for coverage.

Asking open-ended questions that encourage clients to express their thoughts and feelings is important. This approach fosters a more trustworthy environment and ensures that the information gathered truly reflects the client's needs and circumstances. Proper interviewing techniques enhance the quality of the application, ensuring that the insurance products chosen align with the client's situation.

In contrast, focusing on client questions, clarifying application details, and maintaining a professional demeanor are all essential components of a successful application interview. These practices contribute to building rapport and trust with the client, enabling a comprehensive understanding of their insurance needs.