Desjardins Insurance clients will soon receive a flyer called “It’s important to keep your insurance portfolio up-to-date” as an insert in their next statement.
This helpful information sheet highlights the importance of keeping information up to date and urges the client to contact their advisor whenever their personal or professional situation changes. Having the most current information on file will greatly help to avoid delays and other unforeseen issues in case of a claim.
View the flyer here. This would be a great opportunity to touch base with your clients to ensure their information is up to date.
