Don’t let tough times cancel your clients’ future
When the global economy changed a year or two ago and interest rates increased locally in New Zealand, it hit our clients hard. Then we also went to seven-day banking,...
Tag Archives: business process
Connect clients to the value of their policy by snapping a photo
When your client is signing their application form, quickly take a photo of them. Have it printed and attach it to their policy. Include this note: “Today, [today’s date], I...
