From: Mandy C Velasquez
Date: Wed, May 8, 2013 at 1:10 PM
Subject: Corporate Entrepreneurship
Hi Sir Jorge,
What Pisses Me Most:
Sales personnel making requests but with incomplete underwriting information
- Sales personnel (account executives, branch heads or branch staff) will merely forward the request from the client/intermediary
- Client/intermediaries are increasingly becoming more demanding in terms of turn-around time
Solution:
- Conduct underwriting briefing for all Sales personnel
- Provide a checklist of minimum underwriting requirements for their reference
- Re-issue application forms/proposal forms to all Sales personnel
Thank you.
Mandy
![](//1.bp.blogspot.com/-B2bBWXvpnmk/UYpStNMMfrI/AAAAAAAAGjw/4dlA3TAx4QI/s320/1F992869-735071.gif)
What Pisses Me Most:
Sales personnel making requests but with incomplete underwriting information
- Sales personnel (account executives, branch heads or branch staff) will merely forward the request from the client/intermediary
- Client/intermediaries are increasingly becoming more demanding in terms of turn-around time
Solution:
- Conduct underwriting briefing for all Sales personnel
- Provide a checklist of minimum underwriting requirements for their reference
- Re-issue application forms/proposal forms to all Sales personnel
Thank you.
Mandy
![](http://1.bp.blogspot.com/-B2bBWXvpnmk/UYpStNMMfrI/AAAAAAAAGjw/4dlA3TAx4QI/s320/1F992869-735071.gif)
--
Prof Jorge Saguinsin
PROMOTING ENTREPRENEURALISM
+639228730181
Follow profjorge at:
www.profjorgenentrep-ateneo.blogspot.com
www.nuideashare.blogspot.com
www.cheapcures.blogspot.com
www.alternativeenergee.blogspot.com
PROMOTING ENTREPRENEURALISM
+639228730181
Follow profjorge at:
www.profjorgenentrep-ateneo.blogspot.com
www.nuideashare.blogspot.com
www.cheapcures.blogspot.com
www.alternativeenergee.blogspot.com
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