Did you know that you can make a real difference by staying in close contact with your clients?
Take advantage of the final blitz before the end of the year to get in touch with them!
Stay ahead of the curve with the Business Tracker tool
Take action before the holidays and plan your first appointments for 2023!
- Take care of your current requests
- Monitor your notifications and alerts for new events and updates
- Target sales opportunities to seize before the end of the year and those to start the year off strong, both in insurance and savings
Here are some examples of opportunities where you could have actions to take:
- End of Child Module coverage
- Expiration of conversion privilege
- Right to exercise of guaranteed insurability
- Paid-up or matured policy
- Address change
- And much more!
Rely on Business Tracker to be there for your clients at the right moment!
Have a great holiday season!
