Monday, November 14, 2011


What is Policy Review?

We will review each and every insurance policy (regardless of which insurance company) and put it into simple terms for client's understanding in our CUSTOMER SUMMARY.
~To identify the current coverage in the policy/ies.
~Type of policy & the benefits to the client.

Why is Policy Review Important?
~Sufficient knowledge on your current insurance coverage and benefits when YOU need it the most.
~To identify any enhancement that need to be addressed.

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