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Exam term

Check-in plan

A plan telling a designated colleague where the salesperson will be, whom they are meeting and when they will check in, with agreed steps after a missed check-in.

Lessons that use this term

  • Licensee safety: at the office, in the field, online, and liability New York

Exam prep

  • Insurance
  • Real Estate
  • SAFE MLO
  • SIE

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