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Replace Calculated Field from the Advertising Agreement

Replace Calculated Field from the Advertising Agreement

Aug 6th, 2022

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Reduce time spent on document management and Replace Calculated Field from the Advertising Agreement with DocHub

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How to Replace Calculated Field from the Advertising Agreement

4.8 out of 5

40 votes

In this training session, the focus is on the importance of replacing or upgrading insurance policies, a crucial concept for both new and experienced agents. Many seasoned agents may not consistently upgrade policies, potentially missing out on additional earnings. The training aims to enhance understanding of this process. It's emphasized that when discussing replacement scenarios, the examples used are hypothetical clients and policies, which serve to illustrate best practices. Agents are reminded to prioritize the client's best interests when engaging with real clients, ensuring proper guidance and support during the replacement process.

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