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How will you proceed in completing client profile

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Reference no: EM133391223

Question

Warren and Ellie Rosenburg have walked into your brokerage, ABC Insurance Brokers Inc., and have expressed an interest in moving their insurance business to your brokerage. Their homeowner's policy is due to renew in three weeks. Their existing broker lives in Ottawa, Ontario. The Rosenburgs now live in Kingston and want a broker within their community. How will you proceed in completing a client profile for the Rosenburgs to help you qualify this client and what will the profile include?

Reference no: EM133391223

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