Well it’s only Monday morning and it’s already a great start to the week thanks to this 5* client review. 😁
I’ve been working with this client for a few years now and during a recent annual review, I explained that we could now re-write one of her policies to get her new cover with better terms… basically she had an exclusion on it that she wouldn’t now get with new cover.
Now it’s not often I re-write a client’s cover, unless there’s a clear benefit to or reason for doing so like a change in circumstances, which was the case with this client. 😀🙌
This is why you have regular reviews with a broker. 👏
#ClientReview #5StarReview #HappyMonday #InsuranceBroker #ClientSatisfaction #UKBusiness
Assistant Manager-Direct Clients Relations at NEXtCARE
6moWishing you the best