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The ten-step process of professional client engagement for medical aid insurance advice

R350.00 (incl. VAT)

This course focuses on the ten fundamental steps in the client engagement process when advisors provide medical aid advice to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their medical aid business in a very competitive environment.

Description

This course focuses on the ten fundamental steps in the client engagement process when advisors provide medical aid advice to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their medical aid business in a very competitive environment.