457: How to Turn Notes Into Natural Conversations (and Better Close Rates)
Jun 27, 2025•6 min•Ep. 468
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Episode description
Great file notes are only half the battle — the real magic happens when you use them. In this episode of The Insurance Dream, we dive into how to turn your client notes into powerful, natural conversations that build trust, improve follow-ups, and increase your close rate. Learn how to move from robotic reminders to relationship-driven messaging, all by leveraging the details you’ve already captured.
Today's episode sponsored by: https://theinsurancedream.com/payment-processing
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