A fully compliant procedure for generating business can provide a streamlined and efficient method of obtaining new business for a limited distribution cost.
However, the methods in which you promote your business can also be the source of a significant proportion of consumer complaints. It is therefore vital to ensure the information is accurate and will not be used as a reason to complain.
Personal visits and Making Contact with Consumers
Each customer file should demonstrate clearly how customer contact was made. Therefore, if a customer initiates contact, a file note should be made to record the phone call or visit.
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