Close the sale, then keep the client
Run Compliance check, then apply and move the money. After the sale, deliver the contract and set the review. No sale yet? Plan the follow-up.
A sale does not end at the signature. Check the file first, move the money cleanly, and stay in touch after.
Saves records, uses credits
You'll learn to
- Run Compliance check before you apply
- Start the application and move money by its source
- Deliver the contract and set the Annual policy review, or plan a follow-up
In this guide
- 1. Pre-flight: Compliance check and the questionnaire (done)
- 2. Start the E-App, and move the money the right way (done)
- 3. After the sale: deliver the contract, set the review (done)
- 4. When there is no sale yet: the Follow-up schedule (done)
- 5. Quiz: close the sale, and after (done)