Setting the scene: Current customer refers his daughter and son-in-law for quotes.
I don’t have a comparative rater (it’s fine, I actually like it this way and I only have a couple carriers so it’s nbd) so I key everything myself. I usually start with one particular carrier bc they’ll let me pull credit for the second NI and if it’s better, apply that rate all in the click of one button. Work smarter, not harder, you know?
Carrier
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