Is A Client Sign Off Truly Necessary?
The Independent Agent

Is A Client Sign Off Truly Necessary?

2020-08-31

Beverage – An Island Party

Part 1: Do agencies need to collect a signature when a client declines coverage?

Part 2: Do agencies need to offer extended office hours?

In this episode, Justin and Jordan discuss how agencies should handle documentation when a client declines proposed coverage. They also share their thoughts on offering extended hours for client service.

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