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Communicating policy upgrades to existing clients [MDRT Member Roneliz Tolentino Flores]

Roneliz Tolentino Flores

Aug 11, 2023

Communicating policy upgrades to existing clients

Ronelize Tolentino Flores, a one-year MDRT member from Marikina City, the Philippines, shares her step-by-step process to assess if existing clients are ready for policy upgrades, which includes having a QUIRK.