Personal Insurance Renewal Questionnaire
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…
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…
The following is a list of the forms currently available with a RiskRevu.com account. Renewal Questionnaires: Annual Personal Risk Evaluation – This form allows a client to build their own renewal questionnaire….
Take a few minutes to learn how to use RiskRevu with your clients.
Take a few minutes to watch a demo of RiskRevu.