Your Products

Map your product mix, expertise, and where you create the most value

Voice recording tip

Start your recording and say: "I'm answering the Section 3 questions." Read each question number and answer it. Don't stop between questions — let it flow like a conversation. Aim for 60–90 seconds per answer.

Q1
Go through the product checklist on the next page. Check every | | product you currently sell or have sold in the last 12 months.
Why we ask: Full product inventory. Baseline for everything that | | follows.
Produces: Product checklist --- the foundation of Deck 2 recording | | plan | | |
Your answer
Saved automatically to this device.
Q2
For each product you checked --- what percentage of your total | | book of business does it represent approximately?
Why we ask: Reveals which products are under-leveraged vs. | | over-leveraged.
Produces: Book share data --- prioritizes recording order | | |
Your answer
Saved automatically to this device.
Q3
For your top 3 products by volume --- what is the single best | | client story you have for each one? Walk through the situation, what | | you placed, and what changed for them.
Why we ask: Proof stories for each product. These become Deck 2 | | Angle 4 recordings.
Produces: Product proof stories for Deck 2 | | |
Your answer
Saved automatically to this device.
Q4
Which products do you sell where you feel completely confident | | explaining every detail --- and which ones do you feel less confident | | about?
Why we ask: Confidence gap reveals training and content | | priorities.
Produces: Recording readiness assessment | | |
Your answer
Saved automatically to this device.
Q5
Are you currently placing lump sum cancer, heart attack, and | | stroke policies alongside your Medicare and high-deductible clients? | | If not --- why not?
Why we ask: The #1 missed revenue opportunity in most books. | | Forces honest assessment.
Produces: Product gap identification --- supplemental | | |
Your answer
Saved automatically to this device.
Q6
Are you offering Section 125C wellness programs to any of your | | employer groups? Do you know what the FICA tax refund looks like for | | a 50-employee company?
Why we ask: Second biggest missed opportunity. Most brokers have | | never had this conversation.
Produces: Product gap --- group benefits | | |
Your answer
Saved automatically to this device.
Q7
Have you ever placed a level funded or self-funded group plan? | | If not --- what has made you hesitant?
Why we ask: Level funded is where long-term group value lives. | | Hesitation reveals the objection to address.
Produces: Product gap + broker objection handling | | |
Your answer
Saved automatically to this device.
Q8
Are you familiar with the CAA and the AMPS process for | | recovering fraudulent insurance claims --- and have you brought that | | to any employer clients?
Why we ask: The biggest broker differentiator in group benefits | | right now. Yes/no reveals opportunity.
Produces: Product gap --- CAA/AMPS | | |
Your answer
Saved automatically to this device.
Q9
For each product you currently DON\'T sell --- is it because you | | don\'t know it well enough, you don\'t have the right clients, or you | | haven\'t prioritized it?
Why we ask: Reveals whether the gap is education, market fit, or | | execution.
Produces: Product development roadmap | | |
Your answer
Saved automatically to this device.
Q10
What is the most common product combination you recommend --- | | and why does that pairing work for your typical client?
Why we ask: The \'gift box strategy\' --- their signature product | | stack. Becomes a signature educational content piece.
Produces: GTS Part 4 --- Mechanism + Deck 2 core sales story | | |
Your answer
Saved automatically to this device.

🤖 AI Prompt

AI Prompt — Section 3 — Your Products

Copy this prompt. Paste your transcript (or your typed answers from above) after the--- line. Send to Claude or ChatGPT.

You are analyzing a broker's product portfolio to identify opportunities and gaps.

I am going to paste a transcript or completed product checklist below.

Your job:
1. List every product the broker currently sells with approximate book share.
2. Identify the TOP 3 products by volume — these get recorded first in Deck 2.
3. Flag any products on this list that are likely MISSED OPPORTUNITIES (not in their book but should be based on their avatar):
   - Lump sum cancer / heart / stroke (if they have Medicare or high-deductible clients)
   - Section 125C Wellness (if they have any employer clients with 5+ W2 employees)
   - Level Funded (if they have employer groups with 10+ healthy employees)
   - ACA Alternatives (if they have individual clients earning too much for subsidies)
4. For each of their top 3 products — pull any proof story or client example mentioned.
5. Identify their "signature product combination" — the pairing they use most often.

TRANSCRIPT OR CHECKLIST:
---

Your Products

Go through the product checklist on the next page. Check every | | product you currently sell or have sold in the last 12 months.

For each product you checked --- what percentage of your total | | book of business does it represent approximately?

For your top 3 products by volume --- what is the single best | | client story you have for each one? Walk through the situation, what | | you placed, and what changed for them.

Which products do you sell where you feel completely confident | | explaining every detail --- and which ones do you feel less confident | | about?

Are you currently placing lump sum cancer, heart attack, and | | stroke policies alongside your Medicare and high-deductible clients? | | If not --- why not?

Are you offering Section 125C wellness programs to any of your | | employer groups? Do you know what the FICA tax refund looks like for | | a 50-employee company?

Have you ever placed a level funded or self-funded group plan? | | If not --- what has made you hesitant?

Are you familiar with the CAA and the AMPS process for | | recovering fraudulent insurance claims --- and have you brought that | | to any employer clients?

For each product you currently DON\'T sell --- is it because you | | don\'t know it well enough, you don\'t have the right clients, or you | | haven\'t prioritized it?

What is the most common product combination you recommend --- | | and why does that pairing work for your typical client?