Episode 19 – Documentation
30 Minuten
Podcast
Podcaster
Beschreibung
vor 7 Jahren
Tracy Kyle, a CSR of 30+ years and Pacific Crest's current in-house
trainer, discusses the importance of documenting a client file
every time it's opened. She breaks down the who, what, when, where
and why's for independent insurance agents to follow for best
practice.
trainer, discusses the importance of documenting a client file
every time it's opened. She breaks down the who, what, when, where
and why's for independent insurance agents to follow for best
practice.
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