01/04/2023
Complete Farmer Friendly Reviews
Take premium payments from customers.
Ask each customer for referrals and explain our referral program.
Verify phone numbers, addresses and email addresses with each customer contact and update
customer information.
Return all phone messages promptly.
Share training and education knowledge and expertise with team members.
Thoroughly understand and follow all underwriting, rating and compliance requirements.
Provide exceptional customer service.
Maintain client relationships with follow up phone calls.
Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or
refer problems.
Complete evidence of Insurance request.
Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe.
Process customer policy change requests