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Did you know...

May 30, 2022

Did you know that the Business Tracker is the perfect tool for updating your files before leaving on vacation?

As summer vacation time approaches, it’s a good idea to go to the Business Tracker to complete files where an action is required on new and in-force contracts.

A couple of minutes that will allow you to leave on vacation with a clear mind.

 

Improvements

The tool has been updated within the last few weeks:

  • Filters have been added by sector (Insurance and Savings) to facilitate your searches
  • The online course has been updated. Consult it now.

 

Take the lead

Take the lead in anticipation of your return to work by taking a look at suggested actions on certain files. These provide you with excellent opportunities to contact your clients and maybe review their insurance and savings needs!

A few examples of suggested actions:

  • Change of address
  • Change of coverage
  • Contract expiration
  • Etc.

To better manage your files, adjust your notification preferences. 😉

 

Go to your tool now!👇

 

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Topic : Digital tools

Written by iA

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