Fact Finders: An Essential Tool for Senior Market Agents
What if there were a form that gave structure to your appointments? And what if that form also helped you cross-sell with minimal effort? There is, and that form is called by many as a fact finder. Here’s everything you need to know about fact finders in the senior market, from fact finders you can download right now to best practices on using them effectively. What is a Fact Finder? An insurance fact finder is […]