Orientation Essentials

InfoMinute Seminar

We're happy to welcome two new members, Fatima and Christian!
Fatima brings her expertise in Contents Restoration, ensuring that our clients receive great service in this vital area.
Christian, specializing in Life Insurance, will enhance our team's ability to provide comprehensive coverage options to our referrals.
We're excited to have them on board and look forward to the great contributions they will make! Welcome to the team, Fatima and Christian! 🎉

Sugarloaf

Christian and Fatima Join the Sugarloaf Team!

I make sure to lay out the entire process and what to expect when it comes to obtaining Life and/or Disability Insurance. I feel as though most clients are worried about the unknown so I help them ease that feeling with upfront communication. Some people in my company may communicate a little differently because of their systems but we all understand communication is key. At the end of the day I make sure I understand the client goals, why the goals are important, and express that their opinion matters. I want them to always voice their opinions.&nbsp;

If a client is in your office every week, you only confirm when something has changed.
First-time clients and those who see you less frequently need more.
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What are you extremely careful to clarify, about your process and purpose, with first time clients? 
Do other people in you company cover that information too?

Christian Simmons

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