Insurance Processor Answers

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    Insurance Processor Answers
 
The Problem: The "what" and "why".
Looking for lists of property, names of contacts, phone numbers.
The Answers: The experiences (mine/others), records, logs, guides, etc.
The salesperson has to have the basic information and as long as they provide contact information I can gather the rest.
The Trial and Error: What, how, when to test and experiment.
Leave notes for the salesperson, complement them when they bring in good information.
The Results: Did it work, how, when, what conditions; Next actions.
Giving complements made the best result.