Скачать или смотреть How Does Bad Client Record-Keeping Affect Agents?

Poor client record-keeping might seem like a small oversight, but for insurance agents, it can lead to significant problems. Discover the hidden dangers and direct consequences that sloppy data management can have on your business and client relationships.

In this important discussion, we'll explore:
► How disorganized records can lead to missed sales opportunities and client dissatisfaction.
► The critical compliance risks and potential legal issues stemming from inadequate documentation.
► Why efficient client management is essential for long-term agent success and profitability.
► Strategies to mitigate risks and build stronger, more reliable client relationships.


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