Don’t assume you have the sale until you have the the check.
The sale isn’t complete until you have collected payment and turned the quote into a policy. A verbal commitment can set you up for disappointment if you don’t convert the policy.
Don’t assume you have the sale until you have the the check.
The sale isn’t complete until you have collected payment and turned the quote into a policy. A verbal commitment can set you up for disappointment if you don’t convert the policy.