Structured. Relevant. High-value.
The Situation:
A small business owner and his partner in life book a meeting to review their income protection. They’re self-employed, manage employees, and carry multiple responsibilities—the conversation could easily go off track without the right structure.
How DutyAdvisor Helps:
DutyAdvisor brings key information together—legal status, social security coverage, whether there are employees, and more. We guide the Insurance Agent on the topics to address: sick leave, disability, death coverage for them and their employees, as well as professional liability.
The Result:
Structured, personalized, and compliant advice. A reassured client. And a professional image reinforced.
Every business meeting is a chance to prove your added value.
DutyAdvisor — Drive performance. Ensure compliance.
Give your business consultations the structure they deserve.
DutyAdvisor helps you secure your advice and showcase your expertise.
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