Moon

BBI101
Community Interviews
Unit 6

Part B

Q1. How is planning important in the insurance business, and if so why?

A1. Yes, planning is extremely important in the insurance business. You have to constantly know the prices and requirements of policies and auto quotes that are changing minute by minute. Modern technology, thankfully exists and is able to help us tremendously.

Q2. What do you do in your business that helps you and your employees stay organized?

A2. As you can see, we have many filing cabinets that are categorized by many different things such as ages, locations, names, and even dates that policies were opened and closed. It is very hard to stay organized in this business with literally hundreds of renewals and thousands of electronic quotes everyday. Thankfully we have computers in this day and age that can aid us in neatly organizing clientel and financial files.

Q3. Is leadership an important role that you, as a manager are constantly dealing with?
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