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Insurance. What questions a broker should/must ask the new personal lines clients about themselves to qualify them? (P.S. questions should be reasonable to: 1) show
Insurance. What questions a broker should/must ask the new personal lines clients about themselves to qualify them?
(P.S. questions should be reasonable to: 1) show a clear picture of a client's needs, 2) show potential problems that may occur when arranging coverage, and 3) show the upselling opportunities).
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