To better serve your clients, you need to better understand them – Here's how (Podcast)

By Danielle Ling
Podcast
June 12, 2019 at 11:55 AM
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In our fourth podcast with insurance industry expert, author and adviser Troy Korsgaden, we continue our series of conversations offering agents and brokers advice to improve their sales strategies, strengthen their customer relationships and adopt new technology.

In today's podcast, Korsgaden discusses how to better serve your client by fully understand them in what he calls a 360º view of the customer. Korsgaden explains how to achieve this complete 360º view of the customer, what information needs to be obtained and how, and how it will benefit your sales strategy and client relationships.

Take a listen in the podcast above.

Related: Excerpts from webcast: Forms in the world of machine learning

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