Question 1

When someone asks what you do, how do they usually respond? *

A. “Ah, insurance advisor ka pala.”

B. “Okay, noted. Keep in touch.”

C. “Interesting, how does that work?”

D. “Can we talk more about that problem you help people solve?”

Question 2

If your top 3 clients were asked to describe your value to a friend, what would they most likely say? *

A. “Mabait siya and magaling mag-explain.”

B. “Siya yung agent ko sa company namin.”

C. “He/She helped us organize our protection plan.”

D. “He/She helped us make a better family or business decision with real clarity.”

Question 3

How would you describe your current social media content? *

A. Mostly company graphics, greetings, and motivational quotes

B. Active naman, but mostly general posts with no strong point of view

C. Educational content with some useful explanations

D. Trust-building content that reveals how I think, what I see, and what I would warn people about

Question 4

When a serious prospect visits your Facebook or LinkedIn profile before replying, what is their likely impression? *

A. “Another typical agent.”

B. “Active siya, but nothing distinct stands out.”

C. “Professional and credible enough.”

D. “This person feels like a serious specialist I would trust in an important conversation.”

Question 5

In a first meeting, how much of the conversation is still driven by product features, plans, riders, or proposal explanation? *

A. Most of the conversation

B. Around half

C. Less than one-third

D. Very little — I lead with diagnosis, context, and decision logic first

Question 6

When a prospect goes quiet after a meeting, what is your usual follow-up style? *

A. “Any updates po?”

B. Birthday / holiday greeting or casual check-in

C. Generic article or reminder message

D. A specific follow-up tied to what they told me, what they care about, or what I noticed in their case

Question 7

When do you usually ask for referrals? *

A. Right after application or closing

B. Randomly, when I remember

C. After I feel I did a good job

D. Only after a real proof moment where the client already felt relief, clarity, or confidence because of my work

Question 8

What tool or support do you currently give clients to help them introduce you to others? *

A. None

B. My contact card only

C. A brochure, page link, or general company material

D. A clear introduction line, referral asset, or simple explanation that makes me easier and safer to refer

Question 9

How do you usually demonstrate proof of your expertise to new people? *

A. I mention awards, rank, or company status

B. I say I’ve helped many clients already

C. I sometimes share stories of situations I handled

D. I use anonymized proof stories, case-based insights, or visible authority assets that show my judgment clearly

Question 10

How many active professional introducers do you currently have? (Lawyers, accountants, bankers, brokers, business owners, or similar connectors) *

A. None

B. I know some people casually

C. A few know what I do, but there is no real system

D. I already have a structured introducer network or I am intentionally building one

Question 11

Do you currently have any authority asset you can send before or after a meeting? (Guide, checklist, FAQ, case note, review sheet, or similar) *

A. None

B. I rely mostly on explaining in person

C. I have something small but don’t use it consistently

D. Yes — I have at least one asset that helps people understand my thinking before they fully decide

Question 12

Outside of live meetings, how often does your market encounter your thinking, authority, or professional usefulness? *

A. Rarely

B. Occasionally, but inconsistently

C. At least monthly

D. Weekly or repeatedly through content, follow-up, assets, or trusted visibility

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