MDRT Blog
  • Archive
  • About
  • Join MDRT
  • Subscribe
  • Contact
Search
Instagram Twitter Facebook SoundCloud
x

Tag Archives: business process

Connect clients to the value of their policy by snapping a photo

Posted on June 9, 2017 by wschmeiser

By Sherry Lee Ong, presented at the 2017 Annual Meeting Sherry Lee Ong When your client is signing their application form, quickly take a photo of them. Have it printed and attach...

Posted in MDRT, Practice Management | Tagged business process, client service, MDRT, practice management | Comments Off on Connect clients to the value of their policy by snapping a photo

Categories

  • Advising Clients
  • Annual Meeting
  • Balanced Living
  • Insurance
  • Leadership
  • Life insurance
  • Marketing
  • MDRT
  • Mentoring
  • podcast
  • Practice Management
  • Sales ideas
  • Social media

Trending Posts

  • MDRT Blog questions
    Why prospective clients don’t care about what you offer
    May 12, 2023
    By wschmeiser
    You’re missing connecting with prospective — and even existing — clients if your marketing messages are only about how you...
  • How to discuss disability policy ratings with clients
    May 19, 2023
    By wschmeiser | 1 Comment
    There are always plenty of variables when it comes to insurance, and disability policies are no exception. Ratings, in particular,...
  • MDRT Blog sales ideas
    3 ideas for finding more clients
    May 10, 2023
    By mdrtadmin
    Try out these ideas from MDRT members around the world to keep your pipeline of clients flowing. Prospecting tool I...

Sign up to receive the latest blog posts in your email.

Connect clients to the value of their policy by snapping a photo

325 West Touhy Avenue
Park Ridge, IL
60068-4265 USA

  • Archive
  • About
  • Join MDRT
  • Subscribe
  • Contact
Search
Follow us: Instagram Twitter Facebook SoundCloud
© 2023 Million Dollar Round Table® All rights reserved.