Episode 17 New Year - Best Practices

In Episode 17, Danielle asks Katia about what she does to prepare for the new year insurance-wise and practice-wise. Topics include: what to ask clients in the new year regarding insurance, how to explain to clients about their deductibles resetting and options to provide them, and general best practices for your practice such as resigning ROIs and gathering your expenses from the last year. Visit our Facebook Page for the show note on this episode.

You can listen to Episode 17 New Year - Best Practices online on Radio and Podcast. Open the player on this page to stream the available audio.

Episode 17 New Year - Best Practices is an episode from Insurance Answers Podcast by Katia Callan, LCSW-C & Danielle Kepler, LCPC.

This episode is 17:13 long.

This episode was published on Feb 15, 2017.

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