Identify Gaps in Your Clients Coverages and Turn It into an Opportunity (Personal Lines)
Recorded On: 01/17/2019
This session discusses how to create reports to identify residential home owners and automobile gaps in policy coverage. Identify how to run a report to uncover coverage limits below agency standards as well as birth dates in personal auto.
Speaker: Joe Pratts
-
Register
- Basic/Associate Member - Free!
- Advantage Member - Free!
- Acrisure Member - Free!
Already registered?
Log in now.
Key:
Complete
Next
Failed
Available
Locked
Identify Gaps in Your Clients Coverages and Turn It into an Opportunity (Personal Lines)
Learn how to create reports to identify gaps in your customer database.
You must register to access.