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Resource Zone

Becoming a resource to clients and staff when circumstances change


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There have been countless unexpected challenges to navigate in the last year, from educating clients about COVID coverage to developing new procedures for remote staff. In this episode, MDRT members share how they have adapted to help clients, team members and themselves succeed in the face of difficulty.

You’ll hear from:
Lam Pui Ka
Brad J. Myers
Leena Parwani, MBA, Cert CII

Episode breakdown:
0:34 – Helping clients know about COVID-related coverage and treatment
3:04 – The importance of ensuring that clients are aware of what you can do
4:32 – Creating webinars focused on timely concerns for clients
10:34 – Where that information comes from if it’s not part of your expertise
13:29 – Developing new onboarding procedures when the team works remotely
16:48 – Strategies to foster increased virtual communication with new staff

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