Recent Posts 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… Digital Forms Overview

The following is a list of the forms currently available with a account.  Renewal Questionnaires: Annual Personal Risk Evaluation – This form allows a client to build their own renewal questionnaire….