Benefits of virtual meetings and how to get started

Utilizing technology and embracing virtual planning can increase your production by making your processes more efficient, reducing time spent commuting, and opening up the door to relationships with clients that would never have been possible before. An advocate of the virtual meeting, Heckert discusses the tools he has used to have effective meetings with clients via web conferencing. He goes on to talk about the other technology he has used to make his processes more efficient and user-friendly for the client, including e-applications and accelerated underwriting for insurance cases.