Master Every Step of the Purchasing Process & Ongoing Customer Experience Journey

Uncategorized Feb 26, 2024

Master every step of the purchasing process & ongoing client experience journey. This is the foundation for a successful business model of the future. Insurance professionals need to assume the role of the gateway to everything related to insurance and financial services. Guide clients seamlessly through every step of the process. Advisors need to remind clients what they do for them and assure them that they are worrying about the details, so clients don’t have to!
#ClientExperience #AdvisorProficiency #KorsgadenInsights


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