Video Summary
In this webinar, we explore the importance of personalization in insurance and how it makes you stand out. Discover key strategies for tailoring coverage to individual client needs by assessing unique circumstances, considering financial factors, and conducting effective needs analysis sessions. Learn how to build strong client relationships through transparency and personalized solutions.
Timestamps
(2:40) Why Conduct a Needs Analysis?
Reasons to conduct a needs analysis
(19:50) Needs Analysis Questions
Asking the right questions to help your clients
(34:37) Questions
Agents ask questions
