One of the most important things an agent can do is put together a Client Information File. I start the process by having my clients complete a questionnaire as soon as I’m hired or assigned to them.
An agent that can request this information and receive it, is a true professional. This is very personal information and confidentiality is paramount! So, when presenting this questionnaire to the client or his admin, you must do so in a confident manner. Having this information will allow you to elevate the service you provide exponentially. And remember… we are in the “service” business. Not only will having this information allow you to assist in making the clients days progress in a smooth & efficient manner.. but should an unfortunate event ever occur, you can verify his/her voice, prints, blood type, handwriting, etc. Having this information on hand will assist any investigator (Law Enforcement or Insurance, etc.) save huge amounts of time in locating your principle.
The more info below that you’re able to obtain… the more you can assist with estate matters if appropriate. This often times allows your client to stay back in more secure locations while you have other folks handle nuisance matters. I’ve included a list of items that I learned along the way… I hope it helps you as much as it has me!
Download questions and information here: