Beyond Chitchat.

التفاصيل البيبلوغرافية
العنوان: Beyond Chitchat.
المصدر: Canadian Underwriter. Aug2016, Vol. 83 Issue 8, p40-44. 3p.
مصطلحات موضوعية: Insurance brokers, Clients, Insurance companies, Small talk, Securities underwriting
مستخلص: The article offers information on the importance of comprehensive review of insurance risk for clients by the brokers, and mentions that brief chats should be avoided for meeting the professional obligations of the broker with a insurer and client. Topics discussed include providing summary to the client with the underwriting information; and handling commercial lines.
قاعدة البيانات: Finance Source