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Claire-ification - December 2023
Audio version of the Claire-ification column from IA&B's December 2023 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: Can I send a customer his policy in PDF or give him portal access, instead of a paper copy?
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.