Always follow the workflow where a scenario procedure exists. Borrow from the principles and standards established when a procedure does not exist. Seek guidance from the Training Department when a different action might be required or more appropriate for a particular situation.
Who, What, When, How, Where, and Why All communication with the client, carrier(s), and Liberty employees relating to the prospect/client, including conversations and electronic correspondence, is to be documented and attached in ImageRight in real-time but no more than 24 hours.
The Liberty Company Insurance Brokers, LLC | 5
Made with FlippingBook - professional solution for displaying marketing and sales documents online