Hello, my name is Luka Frias. I am a student at Montmorency College and I am studying Financial Services and Insurance. I am currently completing my third year. This program opens many doors, especially in the insurance field, because we get to the heart of the matter by exploring all facets of the subject. The program is a great immersion in the future careers that we can choose. At first, a program that we can encounter for newcomers in the field is the stress of meeting clients. In my opinion, what would reduce stress is having the necessary tools at our disposal during meetings. Taking personal information from clients can be difficult, because the client can speak very quickly. Therefore, having good software for taking information will be beneficial for reducing stress.

I want to make it easier for newcomers to enter the insurance field by reducing the stress that can be felt when meeting a client.

A weakness would be the stress of not performing well in front of clients

My goal is to help young people who are experiencing the same stress as me in the insurance and customer service fields.

I hope my viewers will listen to my advice to benefit their projects.

For me, the problem would be the stress, and one factor that can feed the stress would be the client's information gathering.

It's important to take notes during the meeting, because the slightest mistake could affect the client's life. It's very important to be vigilant.

During the meeting with the client, he may share personal information while interacting with you, the advisor. It is important to gather important information when subscribing to the customer's insurance needs.

My goal is to reduce stress as much as I can, so that's why I recommend using Naviplan software, which is a nearly exact copy of a real software that only professionals with valid licenses use.

Type in the search bar and write Naviplan. To access, you must create an account.

I will explain the hypothesis, the customer information, the net worth, the money flow

Follow the steps and complete the missing information as you meet with the client.

This software facilitates the collection of information and helps us establish the best protections to suit the client's needs.

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