filling in forms

i've had an opportunity to meet a lovely couple today whom i also have the privilege to have know as personal friends. and i realized, how little practice i have filling in forms, precisely because i haven't had very many opportunities to fill in forms. it's only because they are my friends that i'm certain is why they've tolerated my limited knowledge in form-filling.

i don't want to blame anyone but myself for not knowing how to fill in their forms as completely as i could've today. which is rather upsetting as i used to think of myself as meticulous on the border of being OCD. 

the hassle of having to meet up your agent again to re-fill or re-sign or counter-sign forms (as mentioned previously with underwriting amendments) can very easily blindside the benefits of the policy and totally turn you off signing up with an agent completely.

i know i need to go into office and start to ask for help to make sure that i've got all these administrative details down; as i've said before, i would hate to be an inconvenience to my clients when what i'm supposed to be doing is taking away inconveniences (albeit potential in the future issues).

pointers to myself, and an FYI to clients out there who are worried about having one-too-many meetups with your agent:

• make sure i know the procedure to submit forms
• run through the list of documents i need before i meet clients
• make sure i have triple copies of every form before i leave the office (murphy's law everyone!)
• try to sign additional copies of forms that require signatures to counter for possible errors (which require cancellation/counter-signatures)
• double check my forms and fillable blanks before leaving
• always pre-empt my customer in case i need to get forms resigned/redone

at the end of the day, i'm definitely not disheartened that i have this problem because i believe that i have understanding and caring clients who've already given me this chance to serve them. (now i've said it, it HAS to be true ;) haha!) but most importantly i'm to learn from my mistakes and continue to prove that they have rightfully placed their trust in me.

humbled and learning,
Jessica