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Home > Insurance > Client Onboarding

Client Onboarding

Initial Contact and Information Gathering

  • Ask open-ended questions to understand client's insurance needs
  • Discuss any specific concerns or preferences the client may have
  • Take notes on client's expectations for coverage and service
  • Provide an overview of different types of insurance products available
  • Explain coverage options, limits, and exclusions
  • Answer any questions the client may have regarding insurance products

Documentation and Verification

Policy Selection and Customization

Payment and Activation

Follow-Up and Review

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