Your First Prospect List

Your Memory Jogger Foundation

Before you can sell a policy, you need someone to talk to.

Your first prospect list isn’t about cold calls or complicated systems. It starts with the people you already know and trust. The memory jogger helps you identify warm, natural opportunities so you can begin your insurance career with clarity, direction, and confidence.

Start With People You Already Know

This is where your prospecting, begins—friends, family, coworkers, and everyday relationships you already trust.

Building your first prospect list is the starting point—but knowing who to write down and how to think through your relationships makes al the difference. That’s why I created a simple memory jogger to help you get started with clarity instead of guesswork.

Your insurance career doesn’t begin with a policy— it begins with people you can talk to.

Opens as a printable PDF.