My clients biggest fears come from "what ifs" Business owners carry many things on their plates. Reviewing their business operations with them every quarter ensures that as their business grows their policy grows with them as well. I want to make sure that they wouldn't fall out of eligibility when they want to expand their business services. If that happens I can look into putting them with our partnered companies to ensure they don't run the risk of loosing coverage.
Referral Trigger Response