There have been countless unexpected challenges to navigate in the last year, from educating clients about COVID coverage to developing new procedures for remote staff. In this episode, MDRT members share how they have adapted to help clients, team members and themselves succeed in the face of difficulty.

You’ll hear from:

Lam Pui Ka

Brad J. Myers

Leena Parwani, MBA, Cert CII

Episode breakdown:

0:34 – Helping clients know about COVID-related coverage and treatment

3:04 – The importance of ensuring that clients are aware of what you can do

4:32 – Creating webinars focused on timely concerns for clients

10:34 – Where that information comes from if it’s not part of your expertise

13:29 – Developing new onboarding procedures when the team works remotely

16:48 – Strategies to foster increased virtual communication with new staff

Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/

Listen to the monthly series, MDRT Presents: @mdrtpresents