The process of obtaining insurance is no small feat. From the application process, to medicals, to policy payments and more, there are many steps involved in securing insurance for your client and their family.
Here is a great article for you to share with your clients; something to explain in detail the full process of acquiring insurance. Of course, you will need to follow up with a phone call and perhaps a meeting, but this article is a good way to start the insurance conversation and provide your clients with a roadmap to what they can expect during this time. Continue reading “What Your Client Can Expect When They Apply for Insurance”
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What To Expect When You Apply for Insurance