Sometimes a personal history interview is necessary. It may be a routine requirement of the insurance company, a random telephone interview or a telephone interview with the proposed insured to clarify information. Prepare your client for this and ask them to take the phone call. The sooner the telephone interview is completed the sooner the policy will be issued. Provide on the application the best times/numbers to call the client and any special language needs.
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With over 15 years of experience in the insurance industry, I have a strong history of assisting individuals and families with their insurance needs. Visit my website http://www.LifeInsuranceAndMore.com. I also have turned my passion for dogs into a career. Stop by my website at http://www.wooffe... More