The Great Independent

The Great Independent


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Episode 19 – Documentation

April 09, 2018

Tracy Kyle, a CSR of 30+ years and Pacific Crest's current in-house trainer, discusses the importance of documenting a client file every time it's opened. She breaks down the who, what, when, where and why's for independent insurance agents to follow for

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The Great Independent
By Pacific Crest Insurance
A Show for Independent Insurance Agents and How to Start and Run a Successful Agency
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