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Suzie and Matt McColm have been helping people figure out the confusing world of insurance for years. The last four years, we have helped the Washington Healthplanfinder run a full service enrollment center in Wenatchee, Washington. #livinginsurance Our webpage is www.wahbroker.org
Episodes
Thursday Oct 03, 2024
The importance of flow.
Thursday Oct 03, 2024
Thursday Oct 03, 2024
There are people that treat insurance and other services as a transactional model. Pull a lever and coverage comes out. Suzie and I have always treated it as a wild river process. Where clients move from pool to pool, lingering where they need more and moving quickly to the next process when needed. Today, we are looking at flow and how quickly things can jam up if we were just focused on a single transaction.
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