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