Roxane Fischer
New Member
- 4
Hello,
A few weeks ago, some beneficiaries (to whom I sold a life insurance policy to their father a few years ago) came back to me complaining about the difficulty of gathering paperwork for their claims. They are potential future clients, but it took me a lot of time to assist them.
Have you ever encountered the same problem, and is it worth helping in such cases? Any tips or tools you could give me to better handle this kind of situation in the future?
Thanks
A few weeks ago, some beneficiaries (to whom I sold a life insurance policy to their father a few years ago) came back to me complaining about the difficulty of gathering paperwork for their claims. They are potential future clients, but it took me a lot of time to assist them.
Have you ever encountered the same problem, and is it worth helping in such cases? Any tips or tools you could give me to better handle this kind of situation in the future?
Thanks