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Helena Was Surprised to Learn That the Car and Home

question 130

Essay

Helena was surprised to learn that the car and home insurance agency she was just hired by does not have a CRM program.Why should the agency have a CRM program,and what CRM efforts should Helena recommend?


Definitions:

Concurrent Conditions

Conditions in a contract or legal agreement that must be met by both parties at the same time in order for the contract or agreement to become effective or proceed.

Precedent

A model case that a court can follow when facing a similar situation.

Delegation

The process of assigning responsibility and authority from one person or entity to another to carry out specific activities.

Obligor

A person or entity legally obligated to provide a benefit or payment to another in a contract.

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