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Process Pack: Insurance Client Management: System Documentation
Course Introduction
Welcome - Course Intro / Overview (1:35)
A Few Notes From Our Attorney
About the Instructor (0:53)
What You Will Learn In This Course (3:05)
Download Your Resources
Building Your Process
Process Overview (1:41)
Process Set Up Questions (3:50)
Process Document (5:24)
Training Your Team On the Process
Introduction (0:29)
Referral and Review Ask At the End of the Call (2:20)
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Process Set Up Questions
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