CLIENT ENGAGEMENT PACK

Value of an Insurance Specialist

Important Contacts Sheet

Show clients you’ve got their backs, no matter what.
This Important Contacts sheet sends a powerful message to your clients that you understand them, you are trying to help make their life easy, and you genuinely care.

 

Then, in the event of an emergency, they will have all the relevant contact information in one place (including your contact information).

 

Talk about giving your clients peace of mind!

 

You have been given the Important Contacts sheet and a cover letter to accompany the Important Contacts sheet.

 

**Please download and read the instructions first to save you time and effort wondering what to do. **

IMPORTANT CONTACTS DOCUMENTS
Instruction to edit important contacts document
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Important contacts pdf version
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Important contacts word version
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