Module 3: Assessing Customer Needs

With over 25 years of experience in the Insurance Industry, we know that first class customer service is imperative to day to day business and happy clients. However, are you really assessing your customer’s needs in depth? In this module, we have highlighted some of the top tips on making sure every client has a tailored journey with yourselves to ensure the best possible level of cover.

Get the Free eBook

In this handy ebook, you will find hints, tips, and useful checklists to make the process of finding your customers the policy that represents their needs, a little easier.

To download the Assessing Customer Needs eBook Click here

Download your CPD certificate

Completed the video? Click here to download your CPD certificate.