Did you know that preparing for your absence from work is essential?
Are you going on holiday? It’s not enough to shut down your computer! Make sure you check off all the items on this list so you can leave with peace of mind!- Designate a colleague who can respond to your clients if necessary.
We remind you that when you are away for an extended period or on holiday, compliance requires intermediaries to ensure that another intermediary is available to service clients.
- Inform your clients about your holidays: email signature, publications on social networks, telephone meetings, etc.
- Prepare your social networks.
- Schedule posts to keep your business pages active;
- Set up an automatic message to inform clients who may wish to write to you that you are on holiday, and if you like, give them another way to contact you.
- Consult the Business Tracker.
- Take the necessary action on identified contracts before you leave and conclude your current transactions. Check out this article.
- Taking advantage of EVO.
- All changes to your existing or new contracts are now possible in your online sales tool. Find out more here!
Have a good holiday!
