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IDC WIN Workplace Solutions: Group 101 – Session 3: The marketing proposal and implementation process

November 20, 2023 EST @1:00 pm - 2:00 pm

1 CE Credit | can only claim once per calendar year

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IDC WIN Workplace Solutions is pleased to offer a four-part training program for all of our advisors who are currently offering or interested in adding group insurance to their repertoire and business services.

Sessions:

  1. Prospecting and the importance of KYC
  2. Request to quote process and group underwriting
  3. The Marketing Proposal and Implementation process
  4. Communication and employee engagement

Details

Date:
November 20, 2023 EST
Time:
1:00 pm - 2:00 pm
Event Category: