TopicHome insurance quote checklist.
PostedMon, Feb 24th 2020 16:22 PM
By using checklists, you stay focused and ensure all steps are processed in the correct order, correct pricing and taxes are applied, correct information is given to a customer, inventory is received and counted correctly, and employee time is recorded correctly. Mistakes are minimized.
A checklist is a list of items or tasks that you "check off" as you complete each item/task on the list. Checklists are everywhere and are an integral part of most activities - both personal and business. In our own daily lives, we make checklists for organizing, planning (birthday party), prioritizing (bills to pay), shopping (grocery list), and so forth. Business is no different; checklists are essential to an effective, efficient, and profitable operation.