Jared Levinson

Jared Levinson

Property & Casualty Insurance

Member

7-Minute Presentation Workshop 05/17/2021
GateOpener Workshop 03/15/2021
Best Client Workshop 02/15/2021
InfoMinute Seminar 01/18/2021
Orientation Essentials 01/18/2021

Development

Allstate

Allstate

917-523-5913

, Georgia

Company

Getting to know my client is curcial to properly advise and protect.  During my intial conversation I review in detail the persons property, personal belongings and repercussions for not having correct limits.  The end purpose of this intial review is to make sure the person is carrying the right limits to protect their assets and protect their property.  An Additional way I get to know my clients is my yearly review.  This review is a check in to make sure nothing has changed since the last time we spoke, this yearly check in really helps make sure I am providing the right recommendations.

Referral Trigger Response

Sandy Springs Team

Joined on 12/15/2020

Leadership

VisitorCoOrdinator 10/05/2021

Team