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The role of CRM in insurance today [Priti Chadha]

Priti Chadha

Aug 25, 2023

The role of CRM in insurance today

MDRT Member Priti Chadha from India talks about how digitalization enhances customer relationships, streamlines processes, and enables targeted marketing for increased efficiency and better client experiences.
Advising clients to have a financial safety net prepare for unforeseen events

Priti Chadha; Raminder Singh Chadha

Mar 14, 20245 min

Advising clients to have a financial safety net prepare for unforeseen events

In the complex landscape of financial stability, two seasoned MDRT members, Priti Chadha and Raminder Singh Chadha, shed light on the integral role financial advisors play in constructing a robust safety net for individuals and families. They advocate for a meticulous assessment of these factors to create a solid financial plan tailored to individual needs, ensuring optimal returns and financial security.