Latest / Insurance Agents & Brokers (IA&B)

Claire-ification - December 2024
Audio version of the Claire-ification column from IA&B's December 2024 edition of Primary Agent magazine.
The question for this month is: One of our producers doesn’t want to deliver the policy to customers because it makes it easier for them to provide a copy to another agent. What can I tell him?
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.