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RiskRevu.com Founder Talks About Improving the Client Experience in the High Net Worth Insurance Space With Agency Nation’s Joey Giangola
Joey Giangola and Kurt Thoennessen, CAPI discuss several tips to build a high net worth book of business during this 22 minute podcast. They also touch on different ways to…
High Net Worth Individuals Fill Out Digital Forms Too
By Kurt Thoennessen, CAPI Every insurance customer wants one thing from their insurance agent; responsive service. When a client needs something they want it done quickly. Most agents think they…
RiskRevu SmartForms Overview
The following is a list of the forms currently available with a RiskRevu account. Our digital forms library is continuing to expand. Check back frequently for updates to the list. These…