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do it needfully please Part A- The first part of the questionnaire should focus on the client themselves. The questions should be designed to help
do it needfully please
Part A- The first part of the questionnaire should focus on the client themselves. The questions should be designed to help you get to know your clients, qualify them and uncover potential selling opportunities. (20 marks) Part B - The second part will focus on their personal lines coverage. You will start with questions regarding their property insurance (homeowner's, tenants or condominium unit owners). Be sure to include questions to uncover the less traditional risks such as second locations, watercraft, and floaters. (20 marks) Part C- Next you will develop questions to uncover your client's liability exposures. Watch for the potential to uncover commercial exposures, home based businesses and other unusual liability risk exposures. (20 marks) Step by Step Solution
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