One size does not fit all—true when applied to shoes and also to insurance policies. We know that clients come in all shapes and sizes, but agents may neglect accounting for clients' different personality types. Can recognizing and responding to a client's personality traits actually reduce their risks of uninsured losses and the agent's or broker's risk of errors and omissions (E&O) claims?
Becoming better attuned to a client's personality can help avoid missteps, but assessing personality is complex.
Employment screeners use several personality assessment tools during the application process. You may have heard of the Minnesota Multiphasic Personality Inventory (MMPI), the Myers-Briggs Type Indicator and the DISC profile.
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