Hey everyone — I’m Antonia. I’m a licensed life and health broker and Medicare specialist. I focus on helping clients make better decisions before we ever get to quoting. A lot of times the issue isn’t the product — it’s the lack of structure behind how the recommendation is made. Lately I’ve been building out systems to: Review medications and underwriting factors upfront Identify stronger product direction before quoting Create clearer, client-ready recommendations It’s helped me avoid a lot of backtracking and place cases more efficiently. Curious how others here are approaching this —Are you following a set process before quoting, or mostly going case by case?